OCCI

OFS Credit Co
OCCI

Overview Fund Activity

26 hedge funds and large institutions have $6.88M invested in OFS Credit Co in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 7 closing their positions.

Holders
26
Holders Change
+3
Holders Change %
+13.04%
% of All Funds
0.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
3
Reduced
5
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.05M
2
NW
2
Naviter Wealth
Arkansas
$128K
3
PFS
3
Prospera Financial Services
Texas
$73.5K
4
MWM
4
MinichMacGregor Wealth Management
New York
$73.1K
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$68.5K

Top Sellers

1
VF
1
Virtu Financial
New York
$0
2
VIA
2
Virtus Investment Advisers
Connecticut
$2.18M
3
AWA
3
Arkadios Wealth Advisors
Georgia
$0
4
GL
4
Graypoint LLC
New York
$854K
5
Jane Street
5
Jane Street
New York
$263K
Name Market Value Shares Shares
Change 		Shares
Change %
VIA
1
Virtus Investment Advisers
Connecticut
$2.18M 350,238 -42,766 -11%
Morgan Stanley
2
Morgan Stanley
New York
$2.05M 329,025 +316,426 +2,512%
GL
3
Graypoint LLC
New York
$854K 137,029 -31,511 -19%
LPL Financial
4
LPL Financial
California
$552K 88,626 +1,473 +2%
KAS
5
Kestra Advisory Services
Texas
$331K 53,070 – –
Jane Street
6
Jane Street
New York
$263K 42,153 -20,700 -33%
NW
7
Naviter Wealth
Arkansas
$128K 20,591 +20,591 New
NA
8
NewEdge Advisors
Louisiana
$105K 16,876 -820 -5%
PFS
9
Prospera Financial Services
Texas
$73.5K 11,800 +11,800 New
MWM
10
MinichMacGregor Wealth Management
New York
$73.1K 11,739 +11,739 New
Fisher Asset Management
11
Fisher Asset Management
Washington
$68.5K 11,000 +11,000 New
MWM
12
Melfa Wealth Management
Massachusetts
$64.1K 10,286 +7 +0.1%
LFG
13
Larson Financial Group
Missouri
$63.2K 10,138 +10,138 New
Raymond James Financial
14
Raymond James Financial
Florida
$26.2K 4,200 +4,200 New
NFSG
15
Newbridge Financial Services Group
Florida
$13.4K 2,155 +2,155 New
HAP
16
Harbor Asset Planning
Massachusetts
$7.72K 1,239 +1,239 New
GWM
17
Geneos Wealth Management
Colorado
$6.92K 1,110 +1,110 New
AWM
18
Accredited Wealth Management
Kentucky
$6.23K 1,000 – –
BlackRock
19
BlackRock
New York
$6.23K 1,000 – –
WA
20
WPG Advisers
Maryland
$2.93K 470 +470 New
UBS Group
21
UBS Group
Switzerland
$2.02K 324 -1,705 -84%
AF
22
Allworth Financial
California
$1.88K 302 – –
PS
23
Principal Securities
Iowa
$579 93 – –
SWIG
24
Strategic Wealth Investment Group
Kentucky
$343 55 +55 New
National Bank of Canada
25
National Bank of Canada
Quebec, Canada
$62 10 – –
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