We are live on ! Find out more
OCCI

OFS Credit Co

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.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

26% more funds holding

Funds holding: 2329 (+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: 11 (0)

20% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 5

Holders
29
Holders Change
+6
Holders Change %
+26.09%
% of All Funds
0.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
4
Reduced
5
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VIA
1
Virtus Investment Advisers
Connecticut
$2.18M -$271K -42,766 -11%
Morgan Stanley
2
Morgan Stanley
New York
$2.05M +$2.01M +316,426 +2,512%
GL
3
Graypoint LLC
New York
$854K -$200K -31,511 -19%
LPL Financial
4
LPL Financial
California
$552K +$9.35K +1,473 +2%
KAS
5
Kestra Advisory Services
Texas
$331K
Jane Street
6
Jane Street
New York
$263K -$131K -20,700 -33%
NW
7
Naviter Wealth
Arkansas
$128K +$131K +20,591 New
NA
8
NewEdge Advisors
Louisiana
$105K -$5.2K -820 -5%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$77.3K +$78.7K +12,402 New
PFS
10
Prospera Financial Services
Texas
$73.5K +$74.9K +11,800 New
MWM
11
MinichMacGregor Wealth Management
New York
$73.1K +$74.5K +11,739 New
Fisher Asset Management
12
Fisher Asset Management
Washington
$68.5K +$69.8K +11,000 New
Osaic Holdings
13
Osaic Holdings
Arizona
$67.2K +$26K +4,100 +61%
MWM
14
Melfa Wealth Management
Massachusetts
$64.1K +$44 +7 +0.1%
LFG
15
Larson Financial Group
Missouri
$63.2K +$64.3K +10,138 New
Raymond James Financial
16
Raymond James Financial
Florida
$26.2K +$26.7K +4,200 New
NFSG
17
Newbridge Financial Services Group
Florida
$13.4K +$13.7K +2,155 New
HAP
18
Harbor Asset Planning
Massachusetts
$7.72K +$7.86K +1,239 New
GWM
19
Geneos Wealth Management
Colorado
$6.92K +$7.04K +1,110 New
AWM
20
Accredited Wealth Management
Kentucky
$6.23K
BlackRock
21
BlackRock
New York
$6.23K
WA
22
WPG Advisers
Maryland
$2.93K +$2.98K +470 New
UBS Group
23
UBS Group
Switzerland
$2.02K -$10.8K -1,705 -84%
AF
24
Allworth Financial
California
$1.88K
PS
25
Principal Securities
Iowa
$579

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.