OFS Credit Co
OCCI
28 hedge funds and large institutions have $3.99M invested in OFS Credit Co in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 8 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 4
25% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 8
2.08% more ownership
Funds ownership: 9.96% → 12.04% (+2.1%)
0% more funds holding
Funds holding: 28 → 28 (0)
28% less capital invested
Capital invested by funds: $5.52M → $3.99M (-$1.54M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Meridian Wealth Management
Lexington,
Kentucky
|
+$414K |
| 2 |
Jane Street
New York
|
+$354K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$210K |
| 4 |
XT
XTX Topco
George Town,
Cayman Islands
|
+$159K |
| 5 |
VIA
Virtus Investment Advisers
Hartford,
Connecticut
|
+$156K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$317K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$62.5K |
| 3 |
LPL Financial
San Diego,
California
|
-$58.9K |
| 4 |
MWM
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
-$56.3K |
| 5 |
SG
StoneX Group
New York
|
-$54.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Fifth Third Bancorp
Cincinnati,
Ohio
| $118 | +$156 | +41 | New |
|
27
National Bank of Canada
Montreal,
Quebec, Canada
| $29 | – | – | – |
|
28
Wells Fargo
San Francisco,
California
| $3 | -$4 | -1 | -50% |
|
|
29
Citadel Advisors
Miami,
Florida
| – | -$62.5K | -12,914 | Closed |
|
|
MWM
30
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| – | -$56.3K | -11,635 | Closed |
|
|
SG
31
StoneX Group
New York
| – | -$54.9K | -11,346 | Closed |
|
|
KPWS
32
Kestra Private Wealth Services
Austin,
Texas
| – | -$49.9K | -10,300 | Closed |
|
33
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$6K | -1,308 | Closed |
|
|
HAP
34
Harbor Asset Planning
Belmont,
Massachusetts
| – | -$6K | -1,239 | Closed |
|
|
CP
35
Camelot Portfolios
Maumee,
Ohio
| – | -$5.27K | -1,089 | Closed |
|
|
PA
36
Parallel Advisors
San Francisco,
California
| – | -$378 | -78 | Closed |
|
OCCI Hedge Fund Activity: Q1 2026 in Review
28 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in OFS Credit Co (OCCI) for Q1 2026, worth a combined $3.99M — down 28% from $5.52M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new OCCI positions and 8 closed out — a net gain of 2 holders — while 8 added to existing stakes and 4 trimmed.
The largest buyer was Meridian Wealth Management, opening a new position worth an estimated $414K. The largest seller was Morgan Stanley, cutting an estimated $317K.
- 28 institutional investors held OFS Credit Co (OCCI) as of Q1 2026, unchanged from Q4 2025.
- Funds reported $3.99M of OFS Credit Co stock for Q1 2026, down 28% quarter-over-quarter.
- 10 funds opened new OFS Credit Co positions in Q1 2026 and 8 closed out, a net change of +2 holders.
- The largest OFS Credit Co buyer in Q1 2026 was Meridian Wealth Management, an estimated $414K added.
- The largest OFS Credit Co seller in Q1 2026 was Morgan Stanley, an estimated $317K sold.
Based on aggregated 13F filings for Q1 2026.