OFS Capital
34 hedge funds and large institutions have $5.39M invested in OFS Capital in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 14 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
10% more funds holding
Funds holding: 31 → 34 (+3)
0.75% less ownership
Funds ownership: 9.19% → 8.44% (-0.75%)
44% less capital invested
Capital invested by funds: $9.59M → $5.39M (-$4.2M)
64% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
+$456K |
| 2 |
Squarepoint
New York
|
+$244K |
| 3 |
VIA
Virtus Investment Advisers
Hartford,
Connecticut
|
+$91.9K |
| 4 |
Jane Street
New York
|
+$80K |
| 5 |
Morgan Stanley
New York
|
+$62.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$655K |
| 2 |
Two Sigma Advisers
New York
|
-$387K |
| 3 |
Two Sigma Investments
New York
|
-$281K |
| 4 |
TI
Trexquant Investment
Stamford,
Connecticut
|
-$160K |
| 5 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
-$115K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
JP Morgan Chase
New York
| $10.6K | -$381 | -66 | -3% |
|
27
Bank of America
Charlotte,
North Carolina
| $5.16K | -$34.6K | -5,996 | -85% |
|
28
US Bancorp
Minneapolis,
Minnesota
| $4.76K | – | – | – |
|
|
HAP
29
Harbor Asset Planning
Belmont,
Massachusetts
| $3.27K | – | – | – |
|
30
Osaic Holdings
Scottsdale,
Arizona
| $2.41K | – | – | – |
|
|
TCM
31
Triumph Capital Management
Denver,
Colorado
| $2.38K | +$2.88K | +500 | New |
|
32
Simplex Trading
Chicago,
Illinois
| $666 | +$808 | +140 | New |
|
33
Wells Fargo
San Francisco,
California
| $7 | -$1.73K | -300 | -99% |
|
|
AAM
34
Advisors Asset Management
Monument,
Colorado
| – | -$655K | -85,231 | Closed |
|
|
TI
35
Trexquant Investment
Stamford,
Connecticut
| – | -$160K | -20,847 | Closed |
|
36
Acadian Asset Management
Boston,
Massachusetts
| – | -$47K | -6,193 | Closed |
|
OFS Hedge Fund Activity: Q4 2025 in Review
34 of the 8,229 institutional investors tracked by Wall St. Rank reported a position in OFS Capital (OFS) for Q4 2025, worth a combined $5.39M — down 44% from $9.59M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new OFS positions and 3 closed out — a net gain of 3 holders — while 5 added to existing stakes and 14 trimmed.
The largest buyer was Marshall Wace, opening a new position worth an estimated $456K. The largest seller was Advisors Asset Management, exiting entirely with an estimated $655K sold.
- 34 institutional investors held OFS Capital (OFS) as of Q4 2025, up from 31 in Q3 2025.
- Funds reported $5.39M of OFS Capital stock for Q4 2025, down 44% quarter-over-quarter.
- 6 funds opened new OFS Capital positions in Q4 2025 and 3 closed out, a net change of +3 holders.
- The largest OFS Capital buyer in Q4 2025 was Marshall Wace, an estimated $456K added.
- The largest OFS Capital seller in Q4 2025 was Advisors Asset Management, an estimated $655K sold.
Based on aggregated 13F filings for Q4 2025.