OFS icon

OFS Capital
OFS

Overview Fund Activity

29 hedge funds and large institutions have $13.6M invested in OFS Capital in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 6 closing their positions.

Holders
29
Holders Change
-4
Holders Change %
-12.12%
% of All Funds
0.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
7
Reduced
10
Closed
6
Calls
$103K
Puts
–
Net Calls
+$103K
Net Calls Change
-$36K

Top Buyers

1
VIA
1
Virtus Investment Advisers
Connecticut
$730K
2
Ameriprise
2
Ameriprise
Minnesota
$721K
3
BI
3
Bulldog Investors
New Jersey
$1.69M
4
Millennium Management
4
Millennium Management
New York
$148K
5
Connor, Clark & Lunn Investment Management (CC&L)
5
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$558K

Top Sellers

1
CIM
1
Confluence Investment Management
Missouri
$0
2
VEA
2
Virtus ETF Advisers
New York
$0
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$193K
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$1.71M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Two Sigma Advisers
1
Two Sigma Advisers
New York
$1.71M 184,600 -14,600 -7%
BI
2
Bulldog Investors
New Jersey
$1.69M 182,409 +68,846 +61%
AAM
3
Advisors Asset Management
Colorado
$1.64M 176,264 -84 -0%
IAIM
4
International Assets Investment Management
Florida
$1.33M 143,597 +4,200 +3%
Morgan Stanley
5
Morgan Stanley
New York
$1.29M 139,038 +1,460 +1%
Two Sigma Investments
6
Two Sigma Investments
New York
$1.12M 120,824 +4,363 +4%
AWA
7
Arkadios Wealth Advisors
Georgia
$811K 87,261 -1,032 -1%
VIA
8
Virtus Investment Advisers
Connecticut
$730K 78,578 +78,578 New
Ameriprise
9
Ameriprise
Minnesota
$721K 77,928 +77,928 New
Connor, Clark & Lunn Investment Management (CC&L)
10
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$558K 60,061 +10,995 +22%
TI
11
Trexquant Investment
Connecticut
$479K 51,547 -9,157 -15%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$193K 20,989 -39,743 -65%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$168K 18,090 -250 -1%
SWA
14
SOA Wealth Advisors
New York
$155K 16,669 +597 +4%
Millennium Management
15
Millennium Management
New York
$148K 15,880 +15,880 New
LPL Financial
16
LPL Financial
California
$142K 15,259 -10,060 -40%
P
17
&Partners
Tennessee
$136K 15,100 – –
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$132K 14,165 -670 -5%
LSV Asset Management
19
LSV Asset Management
Illinois
$120K 12,900 – –
FSA
20
Fort Sheridan Advisors
Illinois
$100K 10,770 +10,770 New
UBS Group
21
UBS Group
Switzerland
$97.6K 10,507 -468 -4%
Bank of America
22
Bank of America
North Carolina
$65.8K 7,079 – –
NS
23
NBC Securities
Alabama
$36K 3,919 +3,916 +130,533%
US Bancorp
24
US Bancorp
Minnesota
$9.29K 1,000 – –
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$9K 1,000 – –
1
2