OCCI

OFS Credit Co

23 hedge funds and large institutions have $5.79M invested in OFS Credit Co in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
23
Holders Change
+4
Holders Change %
+21.05%
% of All Funds
0.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
9
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VIA
1
Virtus Investment Advisers
Connecticut
$2.41M +$2.41M +393,004 New
GL
2
Graypoint LLC
New York
$1.03M +$22.7K +3,714 +2%
LPL Financial
3
LPL Financial
California
$533K -$118K -19,268 -18%
VF
4
Virtu Financial
New York
$432K +$432K +70,562 New
Jane Street
5
Jane Street
New York
$385K +$385K +62,853 New
KAS
6
Kestra Advisory Services
Texas
$325K -$3.22K -526 -1%
AWA
7
Arkadios Wealth Advisors
Georgia
$204K +$8.27K +1,352 +4%
NA
8
NewEdge Advisors
Louisiana
$108K +$19.2K +3,138 +22%
NAS
9
Nicolet Advisory Services
Wisconsin
$99.7K +$4.42K +691 +5%
Morgan Stanley
10
Morgan Stanley
New York
$77.1K +$6 +1 +0%
MWM
11
Melfa Wealth Management
Massachusetts
$62.9K +$31 +5 +0%
LC
12
Lindbrook Capital
California
$42.8K +$6.12K +1,000 +17%
Osaic Holdings
13
Osaic Holdings
Arizona
$40.9K +$40.3K +6,583 +6,583%
FIA
14
FNY Investment Advisers
New York
$15K +$15K +2,500 New
UBS Group
15
UBS Group
Switzerland
$12.4K +$12.4K +2,029 New
AWM
16
Accredited Wealth Management
Kentucky
$6.12K +$6.12K +1,000 New
BlackRock
17
BlackRock
New York
$6.12K +$6.12K +1,000 New
AF
18
Allworth Financial
California
$2K
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$1K +$55 +6 +6%
T
20
Transce3nd
Texas
$673
PS
21
Principal Securities
Iowa
$661
National Bank of Canada
22
National Bank of Canada
Quebec, Canada
$61
Wells Fargo
23
Wells Fargo
California
$5
VEA
24
Virtus ETF Advisers
New York
-$2.26M -318,110 Closed
Creative Planning
25
Creative Planning
Kansas
-$92.4K -13,000 Closed