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OCCI

OFS Credit Co

26 hedge funds and large institutions have $5.17M invested in OFS Credit Co in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.52% less ownership

Funds ownership: 9.84%8.33% (-1.5%)

10% less funds holding

Funds holding: 2926 (-3)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

26% less capital invested

Capital invested by funds: $7.03M → $5.17M (-$1.86M)

44% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 9

Holders
26
Holders Change
-3
Holders Change %
-10.34%
% of All Funds
0.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
5
Reduced
9
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VIA
1
Virtus Investment Advisers
Connecticut
$2.26M +$397K +67,199 +19%
Morgan Stanley
2
Morgan Stanley
New York
$1.32M -$506K -85,644 -26%
LPL Financial
3
LPL Financial
California
$464K -$16.6K -2,817 -3%
KAS
4
Kestra Advisory Services
Texas
$339K +$56.4K +9,548 +18%
Jane Street
5
Jane Street
New York
$162K -$71.7K -12,149 -29%
UBS Group
6
UBS Group
Switzerland
$73.1K +$77.8K +13,183 +4,069%
AWA
7
Arkadios Wealth Advisors
Georgia
$66.1K +$72.1K +12,215 New
MWM
8
MinichMacGregor Wealth Management
New York
$63.6K +$83 +14 +0.1%
PFS
9
Prospera Financial Services
Texas
$63.3K -$590 -100 -0.8%
VF
10
Virtu Financial
New York
$58K +$63K +10,662 New
OCM
11
One Capital Management
California
$57.6K +$62.9K +10,655 New
KPWS
12
Kestra Private Wealth Services
Texas
$55.7K +$60.8K +10,300 New
TIAA Trust, National Association
13
TIAA Trust, National Association
North Carolina
$54.1K +$59K +10,000 New
Osaic Holdings
14
Osaic Holdings
Arizona
$48.7K -$14K -2,364 -22%
NA
15
NewEdge Advisors
Louisiana
$30.9K -$65.9K -11,163 -66%
BNP Paribas Financial Markets
16
BNP Paribas Financial Markets
France
$20.8K +$22.7K +3,842 New
NFSG
17
Newbridge Financial Services Group
Florida
$12.4K +$779 +132 +6%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$7K +$7.2K +1,220 New
HAP
19
Harbor Asset Planning
Massachusetts
$6.7K
AWM
20
Accredited Wealth Management
Kentucky
$5.41K -$5.38K -912 -91%
HWP
21
Highline Wealth Partners
California
$2.71K +$2.95K +500 New
WA
22
WPG Advisers
Maryland
$1.88K -$720 -122 -26%
AF
23
Allworth Financial
California
$1.64K
LFG
24
Larson Financial Group
Missouri
$544 -$59.3K -10,037 -99%
National Bank of Canada
25
National Bank of Canada
Quebec, Canada
$54

OCCI Hedge Fund Activity: Q3 2025 in Review

26 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in OFS Credit Co (OCCI) for Q3 2025, worth a combined $5.17M — down 26% from $7.03M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of OCCI and 8 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 5 added.

The largest buyer was Virtus Investment Advisers, adding an estimated $397K. The largest seller was Morgan Stanley, cutting an estimated $506K.

  • 26 institutional investors held OFS Credit Co (OCCI) as of Q3 2025, down from 29 in Q2 2025.
  • Funds reported $5.17M of OFS Credit Co stock for Q3 2025, down 26% quarter-over-quarter.
  • 8 funds opened new OFS Credit Co positions in Q3 2025 and 10 closed out, a net change of -2 holders.
  • The largest OFS Credit Co buyer in Q3 2025 was Virtus Investment Advisers, an estimated $397K added.
  • The largest OFS Credit Co seller in Q3 2025 was Morgan Stanley, an estimated $506K sold.

Based on aggregated 13F filings for Q3 2025.