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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 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 2

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

15% more funds holding

Funds holding: 2023 (+3)

5% more capital invested

Capital invested by funds: $5.5M → $5.79M (+$288K)

0.29% more ownership

Funds ownership: 3.74%4.03% (+0.29%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
23
Holders Change
+3
Holders Change %
+15%
% 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
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VIA
1
Virtus Investment Advisers
Connecticut
$2.41M +$2.75M +393,004 New
GL
2
Graypoint LLC
New York
$1.03M +$26K +3,714 +2%
LPL Financial
3
LPL Financial
California
$533K -$135K -19,268 -18%
VF
4
Virtu Financial
New York
$432K +$494K +70,562 New
Jane Street
5
Jane Street
New York
$385K +$440K +62,853 New
KAS
6
Kestra Advisory Services
Texas
$325K -$3.68K -526 -1%
AWA
7
Arkadios Wealth Advisors
Georgia
$204K +$9.46K +1,352 +4%
NA
8
NewEdge Advisors
Louisiana
$108K +$22K +3,138 +22%
NAS
9
Nicolet Advisory Services
Wisconsin
$99.7K +$4.84K +691 +5%
Morgan Stanley
10
Morgan Stanley
New York
$77.1K +$7 +1 +0%
MWM
11
Melfa Wealth Management
Massachusetts
$62.9K +$35 +5 +0%
LC
12
Lindbrook Capital
California
$42.8K +$7K +1,000 +17%
Osaic Holdings
13
Osaic Holdings
Arizona
$40.9K +$46.1K +6,583 +6,583%
FIA
14
FNY Investment Advisers
New York
$15K +$17.5K +2,500 New
UBS Group
15
UBS Group
Switzerland
$12.4K +$14.2K +2,029 New
AWM
16
Accredited Wealth Management
Kentucky
$6.12K +$7K +1,000 New
BlackRock
17
BlackRock
New York
$6.12K +$7K +1,000 New
AF
18
Allworth Financial
California
$2K
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$1K +$42 +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
MG
25
Marex Group
-$100K -14,113 Closed

OCCI Hedge Fund Activity: Q1 2025 in Review

23 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in OFS Credit Co (OCCI) for Q1 2025, worth a combined $5.79M — up 5.2% from $5.5M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new OCCI positions and 4 closed out — a net gain of 3 holders — while 9 added to existing stakes and 2 trimmed.

The largest buyer was Virtus Investment Advisers, opening a new position worth an estimated $2.75M. The largest seller was Virtus ETF Advisers, exiting entirely with an estimated $2.26M sold.

  • 23 institutional investors held OFS Credit Co (OCCI) as of Q1 2025, up from 20 in Q4 2024.
  • Funds reported $5.79M of OFS Credit Co stock for Q1 2025, up 5.2% quarter-over-quarter.
  • 7 funds opened new OFS Credit Co positions in Q1 2025 and 4 closed out, a net change of +3 holders.
  • The largest OFS Credit Co buyer in Q1 2025 was Virtus Investment Advisers, an estimated $2.75M added.
  • The largest OFS Credit Co seller in Q1 2025 was Virtus ETF Advisers, an estimated $2.26M sold.

Based on aggregated 13F filings for Q1 2025.