OFS Capital
38 hedge funds and large institutions have $12.1M invested in OFS Capital in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
less ownership
Funds ownership: →
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
11% less capital invested
Capital invested by funds: $13.6M → $12.1M (-$1.53M)
Holders
38
Holding in Top 10
–
Calls
$41K
Puts
–
Top Buyers
| 1 | +$729K | |
| 2 | +$347K | |
| 3 | +$152K | |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$142K |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
+$98.9K |
Top Sellers
| 1 | -$770K | |
| 2 | -$466K | |
| 3 | -$148K | |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$144K |
| 5 |
VIA
Virtus Investment Advisers
Hartford,
Connecticut
|
-$141K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Osaic Holdings
Scottsdale,
Arizona
| $24.3K |
|
|||
|
AIM
27
Access Investment Management
Atlanta,
Georgia
| $21.1K |
|
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|
GRP
28
Global Retirement Partners
San Rafael,
California
| $20K |
|
|||
29
Raymond James Financial
St Petersburg,
Florida
| $16K |
|
|||
30
UBS Group
Zurich,
Switzerland
| $12.1K |
|
|||
31
US Bancorp
Minneapolis,
Minnesota
| $8.44K |
|
|||
32
Royal Bank of Canada
Toronto,
Ontario, Canada
| $8K |
|
|||
|
HAP
33
Harbor Asset Planning
Belmont,
Massachusetts
| $5.8K |
|
|||
34
Wells Fargo
San Francisco,
California
| $5.5K |
|
|||
|
SWM
35
Spire Wealth Management
Mclean,
Virginia
| $3.67K |
|
|||
36
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $1K |
|
|||
37
JPMorgan Chase & Co
New York
| $658 |
|
|||
38
Millennium Management
New York
| – |
|