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OCCI

OFS Credit Co

28 hedge funds and large institutions have $5.52M invested in OFS Credit Co in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

8% more funds holding

Funds holding: 2628 (+2)

7% more capital invested

Capital invested by funds: $5.17M → $5.52M (+$354K)

1.64% more ownership

Funds ownership: 8.33%9.96% (+1.6%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
28
Holders Change
+2
Holders Change %
+7.69%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
7
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$2.26M +$1.09M +222,930 +92%
VIA
2
Virtus Investment Advisers
Connecticut
$2.04M +$18.6K +3,796 +0.9%
KAS
3
Kestra Advisory Services
Texas
$401K +$99.2K +20,238 +32%
LPL Financial
4
LPL Financial
California
$296K -$120K -24,569 -29%
Citadel Advisors
5
Citadel Advisors
Florida
$62.5K +$63.3K +12,914 New
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$62K +$62.8K +12,812 New
MWM
7
MinichMacGregor Wealth Management
New York
$56.3K -$579 -118 -1%
SG
8
StoneX Group
New York
$54.9K +$55.6K +11,346 New
PFS
9
Prospera Financial Services
Texas
$51.8K -$4.9K -1,000 -9%
OCM
10
One Capital Management
California
$51.6K
KPWS
11
Kestra Private Wealth Services
Texas
$49.9K
NA
12
NewEdge Advisors
Louisiana
$27.7K
UBS Group
13
UBS Group
Switzerland
$25.5K -$40.4K -8,233 -61%
Osaic Holdings
14
Osaic Holdings
Arizona
$24.7K -$16.2K -3,314 -39%
GRP
15
Global Retirement Partners
California
$13.7K +$13.8K +2,824 New
NFSG
16
Newbridge Financial Services Group
Florida
$11.9K +$824 +168 +7%
BNP Paribas Financial Markets
17
BNP Paribas Financial Markets
France
$9.64K -$9.07K -1,850 -48%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$6K +$431 +88 +7%
HAP
19
Harbor Asset Planning
Massachusetts
$6K
CP
20
Camelot Portfolios
Ohio
$5.27K +$5.34K +1,089 New
PWPS
21
Pinnacle Wealth Planning Services
Ohio
$4.66K +$4.72K +962 New
WA
22
WPG Advisers
Maryland
$2.68K +$1K +205 +59%
HWP
23
Highline Wealth Partners
California
$2.42K
AF
24
Allworth Financial
California
$1.46K
Comerica Bank
25
Comerica Bank
Texas
$397 +$402 +82 New

OCCI Hedge Fund Activity: Q4 2025 in Review

28 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in OFS Credit Co (OCCI) for Q4 2025, worth a combined $5.52M — up 6.8% from $5.17M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new OCCI positions and 5 closed out — a net gain of 3 holders — while 7 added to existing stakes and 6 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.09M. The largest seller was Jane Street, exiting entirely with an estimated $162K sold.

  • 28 institutional investors held OFS Credit Co (OCCI) as of Q4 2025, up from 26 in Q3 2025.
  • Funds reported $5.52M of OFS Credit Co stock for Q4 2025, up 6.8% quarter-over-quarter.
  • 8 funds opened new OFS Credit Co positions in Q4 2025 and 5 closed out, a net change of +3 holders.
  • The largest OFS Credit Co buyer in Q4 2025 was Morgan Stanley, an estimated $1.09M added.
  • The largest OFS Credit Co seller in Q4 2025 was Jane Street, an estimated $162K sold.

Based on aggregated 13F filings for Q4 2025.