OFS Credit Co
OCCI
28 hedge funds and large institutions have $5.52M invested in OFS Credit Co in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
17% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 6
8% more funds holding
Funds holding: 26 → 28 (+2)
7% more capital invested
Capital invested by funds: $5.17M → $5.52M (+$354K)
1.64% more ownership
Funds ownership: 8.33% → 9.96% (+1.6%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.09M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$99.2K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$63.3K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$62.8K |
| 5 |
SG
StoneX Group
New York
|
+$55.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$162K |
| 2 |
LPL Financial
San Diego,
California
|
-$120K |
| 3 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
-$66.1K |
| 4 |
VF
Virtu Financial
New York
|
-$58K |
| 5 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
-$54.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PA
26
Parallel Advisors
San Francisco,
California
| $378 | +$382 | +78 | New |
|
27
National Bank of Canada
Montreal,
Quebec, Canada
| $48 | – | – | – |
|
28
Wells Fargo
San Francisco,
California
| $11 | +$5 | +1 | +100% |
|
|
29
Jane Street
New York
| – | -$162K | -30,004 | Closed |
|
|
AWA
30
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$66.1K | -12,215 | Closed |
|
|
VF
31
Virtu Financial
New York
| – | -$58K | -10,662 | Closed |
|
|
32
TIAA Trust, National Association
Charlotte,
North Carolina
| – | -$54.1K | -10,000 | Closed |
|
|
LFG
33
Larson Financial Group
St Louis,
Missouri
| – | -$544 | -101 | Closed |
|
OCCI Hedge Fund Activity: Q4 2025 in Review
28 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in OFS Credit Co (OCCI) for Q4 2025, worth a combined $5.52M — up 6.8% from $5.17M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new OCCI positions and 5 closed out — a net gain of 3 holders — while 7 added to existing stakes and 6 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.09M. The largest seller was Jane Street, exiting entirely with an estimated $162K sold.
- 28 institutional investors held OFS Credit Co (OCCI) as of Q4 2025, up from 26 in Q3 2025.
- Funds reported $5.52M of OFS Credit Co stock for Q4 2025, up 6.8% quarter-over-quarter.
- 8 funds opened new OFS Credit Co positions in Q4 2025 and 5 closed out, a net change of +3 holders.
- The largest OFS Credit Co buyer in Q4 2025 was Morgan Stanley, an estimated $1.09M added.
- The largest OFS Credit Co seller in Q4 2025 was Jane Street, an estimated $162K sold.
Based on aggregated 13F filings for Q4 2025.