OCCI

OFS Credit Co
OCCI

Overview Fund Activity

27 hedge funds and large institutions have $6.96M invested in OFS Credit Co in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
27
Holders Change
+4
Holders Change %
+17.39%
% of All Funds
0.36%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
3
Reduced
5
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$2.05M
2
NW
Naviter Wealth
Arkansas
$128K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$77.3K
4
PFS
Prospera Financial Services
Texas
$73.5K
5
MWM
MinichMacGregor Wealth Management
New York
$73.1K

Top Sellers

1
VF
Virtu Financial
New York
$0
2
VIA
Virtus Investment Advisers
Connecticut
$2.18M
3
AWA
Arkadios Wealth Advisors
Georgia
$0
4
GL
Graypoint LLC
New York
$854K
5
Jane Street
Jane Street
New York
$263K
Name Holding Trade Value Shares
Change 		Shares
Change %
VIA
1
Virtus Investment Advisers
Connecticut
$2.18M -$266K -42,766 -11%
Morgan Stanley
2
Morgan Stanley
New York
$2.05M +$1.97M +316,426 +2,512%
GL
3
Graypoint LLC
New York
$854K -$196K -31,511 -19%
LPL Financial
4
LPL Financial
California
$552K +$9.18K +1,473 +2%
KAS
5
Kestra Advisory Services
Texas
$331K – – –
Jane Street
6
Jane Street
New York
$263K -$129K -20,700 -33%
NW
7
Naviter Wealth
Arkansas
$128K +$128K +20,591 New
NA
8
NewEdge Advisors
Louisiana
$105K -$5.11K -820 -5%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$77.3K +$77.3K +12,402 New
PFS
10
Prospera Financial Services
Texas
$73.5K +$73.5K +11,800 New
MWM
11
MinichMacGregor Wealth Management
New York
$73.1K +$73.1K +11,739 New
Fisher Asset Management
12
Fisher Asset Management
Washington
$68.5K +$68.5K +11,000 New
MWM
13
Melfa Wealth Management
Massachusetts
$64.1K +$44 +7 +0.1%
LFG
14
Larson Financial Group
Missouri
$63.2K +$63.2K +10,138 New
Raymond James Financial
15
Raymond James Financial
Florida
$26.2K +$26.2K +4,200 New
NFSG
16
Newbridge Financial Services Group
Florida
$13.4K +$13.4K +2,155 New
HAP
17
Harbor Asset Planning
Massachusetts
$7.72K +$7.72K +1,239 New
GWM
18
Geneos Wealth Management
Colorado
$6.92K +$6.92K +1,110 New
AWM
19
Accredited Wealth Management
Kentucky
$6.23K – – –
BlackRock
20
BlackRock
New York
$6.23K – – –
WA
21
WPG Advisers
Maryland
$2.93K +$2.93K +470 New
UBS Group
22
UBS Group
Switzerland
$2.02K -$10.6K -1,705 -84%
AF
23
Allworth Financial
California
$1.88K – – –
PS
24
Principal Securities
Iowa
$579 – – –
SWIG
25
Strategic Wealth Investment Group
Kentucky
$343 +$343 +55 New
1
2