Who Owns OCCI?

OFS Credit Company, Inc. — Institutional Ownership & 13F Holdings

$3.00

+0.07 (+2.57%)

Market Cap

$79.2M

Shares Outstanding

29,088,071

Institutional Holders

23

Total Inst. Value

$5.5M

% of Float Held

3.4%

QoQ Holder Change

+4

Institutional data as of Q1 2025

New Positions

8

Closed Positions

5

Increased

8

Decreased

2

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1Virtus Investment Advisers, LLCNew$2.4M393,004
2Graypoint LLC$1.0M168,540
3LPL Financial LLC$533K87,153
4Virtu Financial LLCNew$432K70,562
5JANE STREET GROUP, LLCNew$385K62,853
6Arkadios Wealth Advisors$204K33,396
7NewEdge Advisors, LLC$108K17,696
8NICOLET ADVISORY SERVICES, LLC$100K15,579
9MORGAN STANLEY$77K12,599
10MELFA WEALTH MANAGEMENT, INC.New$63K10,279

Biggest Buyers & Sellers This Quarter

Top Buyers

FundShares AddedValue
Virtus Investment Advisers, LLCNew+393K$2.4M
Graypoint LLC+4K$1.0M
Virtu Financial LLCNew+71K$432K
JANE STREET GROUP, LLCNew+63K$385K
Arkadios Wealth Advisors+1K$204K

Top Sellers

FundShares RemovedValue
LPL Financial LLC-19K$533K
Kestra Advisory Services, LLC-526$324

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Frequently Asked Questions

How many institutional investors hold OCCI?

As of Q1 2025, 23 institutional investors report holding OCCI (OFS Credit Company, Inc.) in their 13F filings.

What percentage of OFS Credit Company, Inc. is owned by institutions?

Institutional investors hold approximately 3.4% of OFS Credit Company, Inc.'s float as reported in SEC 13F filings.

Which hedge fund owns the most OCCI?

The largest institutional holder of OCCI is Virtus Investment Advisers, LLC with $2.4M in shares.

Are institutions buying or selling OCCI?

This quarter, 8 institutions opened new positions in OCCI and 5 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.