OFS Credit Co
OCCI
29 hedge funds and large institutions have $7.03M invested in OFS Credit Co in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 6 closing their positions.
117% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 6
26% more funds holding
Funds holding: 23 → 29 (+6)
21% more capital invested
Capital invested by funds: $5.79M → $7.03M (+$1.23M)
5.81% more ownership
Funds ownership: 4.03% → 9.84% (+5.8%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
20% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.01M |
| 2 |
NW
Naviter Wealth
Little Rock,
Arkansas
|
+$131K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$78.7K |
| 4 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$74.9K |
| 5 |
MWM
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
+$74.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VF
Virtu Financial
New York
|
-$432K |
| 2 |
VIA
Virtus Investment Advisers
Hartford,
Connecticut
|
-$271K |
| 3 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
-$204K |
| 4 |
GL
Graypoint LLC
Albany,
New York
|
-$200K |
| 5 |
Jane Street
New York
|
-$131K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWIG
26
Strategic Wealth Investment Group
Louisville,
Kentucky
| $343 | +$349 | +55 | New |
|
27
National Bank of Canada
Montreal,
Quebec, Canada
| $62 | – | – | – |
|
28
Wells Fargo
San Francisco,
California
| $6 | – | – | – |
|
|
DB
29
Danske Bank
Copenhagen K,
Denmark
| $6 | +$6 | +1 | New |
|
|
VF
30
Virtu Financial
New York
| – | -$432K | -70,562 | Closed |
|
|
AWA
31
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$204K | -33,396 | Closed |
|
|
NAS
32
Nicolet Advisory Services
Green Bay,
Wisconsin
| – | -$99.7K | -15,579 | Closed |
|
|
FIA
33
FNY Investment Advisers
New York
| – | -$15K | -2,500 | Closed |
|
|
T
34
Transce3nd
Kyle,
Texas
| – | -$673 | -110 | Closed |
|
35
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$1K | -109 | Closed |
|
OCCI Hedge Fund Activity: Q2 2025 in Review
29 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in OFS Credit Co (OCCI) for Q2 2025, worth a combined $7.03M — up 21% from $5.79M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new OCCI positions and 6 closed out — a net gain of 7 holders — while 4 added to existing stakes and 5 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.01M. The largest seller was Virtu Financial, exiting entirely with an estimated $432K sold.
- 29 institutional investors held OFS Credit Co (OCCI) as of Q2 2025, up from 23 in Q1 2025.
- Funds reported $7.03M of OFS Credit Co stock for Q2 2025, up 21% quarter-over-quarter.
- 13 funds opened new OFS Credit Co positions in Q2 2025 and 6 closed out, a net change of +7 holders.
- The largest OFS Credit Co buyer in Q2 2025 was Morgan Stanley, an estimated $2.01M added.
- The largest OFS Credit Co seller in Q2 2025 was Virtu Financial, an estimated $432K sold.
Based on aggregated 13F filings for Q2 2025.