Who Owns OFS Capital Corporation (OFS)?Hedge Fund & Institutional Holders

$3.24-0.19 (-5.54%)Financial ServicesNASDAQ

Institutional Holders

42

as of Q4 2025

Total Institutional Value

$7.29391274112112e+49T

% of Float Held

QoQ Change in Holders

+13 / -3

Price History

$3.43$4.98$6.53$8.08$9.63Sep 24Jun 25Mar 26

OFS — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCNew Position+153K+$729K
Sanctuary Advisors, LLCNew Position+48K+$383K
SOA Wealth Advisors, LLC.New Position+19K+$89K
RITHOLTZ WEALTH MANAGEMENTNew Position+17K+$81K
Access Investment Management LLCNew Position+3K+$19K
Harbor Asset Planning, Inc.New Position+687+$3K
MARSHALL WACE, LLPNew Position+79K+$0
Janney Montgomery Scott LLCNew Position+14K+$0
SIMPLEX TRADING, LLCNew Position+140+$0
CWM, LLCNew Position+100+$0
JANE STREET GROUP, LLCNew Position+14K+$0
Squarepoint Ops LLCNew Position+42K+$0
Arkadios Wealth AdvisorsNew Position+58K+$0
ROYAL BANK OF CANADAIncreased+4K+$-58.0M
CITADEL ADVISORS LLCIncreased+9K+$-119.5M

OFS — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
TWO SIGMA ADVISERS, LPDecreased-67K-$1.4B
TWO SIGMA INVESTMENTS, LPDecreased-49K-$929.8M
Advisors Asset Management, Inc.Closed Position-85K-$655.4M
Connor, Clark & Lunn Investment Management Ltd.Decreased-964-$547.1M
O'SHAUGHNESSY ASSET MANAGEMENT, LLCDecreased-6K-$533.0M
Trexquant Investment LPClosed Position-21K-$160.3M
LPL Financial LLCDecreased-2K-$155.1M
BANK OF AMERICA CORP /DE/Decreased-6K-$54.4M
NBC SECURITIES, INC.Decreased-1K-$32.7M
UBS Group AGDecreased-92-$26.4M
JPMORGAN CHASE & CODecreased-66-$17.6M
Triumph Capital ManagementDecreased-1K-$12.3M
WELLS FARGO & COMPANY/MNDecreased-300-$2.3M
Cambridge Investment Research Advisors, Inc.Decreased-3K-$139K
ACADIAN ASSET MANAGEMENT LLCClosed Position-6K-$47K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC153,198$729K0.05%Share
2Virtus Investment Advisers, LLC82,221$391K0.11%Share
3Bulldog Investors, LLP57,639$274K0.06%Share
4Sanctuary Advisors, LLC12,102$112K0.00%Share
5Sanctuary Advisors, LLC12,102$112K0.00%Share
6Sanctuary Advisors, LLC12,102$102K0.00%Share
7SOA Wealth Advisors, LLC.18,745$89K0.02%Share
8RITHOLTZ WEALTH MANAGEMENT17,088$81K0.00%Share
9Sanctuary Advisors, LLC12,102$57K0.00%Share
10Access Investment Management LLC2,500$19K0.01%Share
11NBC SECURITIES, INC.2,819$13K0.00%Share
12UBS Group AG1,296$6K0.00%Share
13UBS Group AG1,052$5K0.00%Share
14UBS Group AG1,000$4K0.00%Share
15US BANCORP \DE\1,000$4K0.00%Share
16Harbor Asset Planning, Inc.687$3K0.00%Share
17Triumph Capital Management500$2K0.00%Share
18Janney Montgomery Scott LLC14,000$00.00%Share
19LPL Financial LLC17,907$00.00%Share
20O'SHAUGHNESSY ASSET MANAGEMENT, LLC62,957$00.00%Share
21Connor, Clark & Lunn Investment Management Ltd.70,184$00.00%Share
22Cambridge Investment Research Advisors, Inc.15,040$00.00%Share
23MORGAN STANLEY1$00.00%Share
24MORGAN STANLEY1,513$00.00%Share
25JPMORGAN CHASE & CO2,217$00.00%Share
26MORGAN STANLEY156,002$00.00%Share
27WELLS FARGO & COMPANY/MN2$00.00%Share
28OSAIC HOLDINGS, INC.506$00.00%Share
29SIMPLEX TRADING, LLC140$00.00%Share
30JANE STREET GROUP, LLC13,869$00.00%Share
31MARSHALL WACE, LLP24,363$00.00%Share
32MARSHALL WACE, LLP54,759$00.00%Share
33ROYAL BANK OF CANADA11,500$00.00%Share
34&PARTNERS13,500$00.00%Share
35TWO SIGMA INVESTMENTS, LP72,230$00.00%Share
36CITADEL ADVISORS LLC24,068$00.00%Share
37CWM, LLC100$00.00%Share
38TWO SIGMA ADVISERS, LP109,300$00.00%Share
39BANK OF AMERICA CORP /DE/1,083$00.00%Share
40Squarepoint Ops LLC42,369$00.00%Share
41Arkadios Wealth Advisors1,000$00.00%Share
42Arkadios Wealth Advisors56,831$00.00%Share

OFS Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202533$2.0M+10
Q3 202523$6.9B-12
Q2 202535$9.4B+6
Q1 202529$13.0B-3
Q4 202432$2.6T+7
Q3 202425$6.4T-2
Q2 202427$7.4T+0
Q1 202427$7.2T

Similar Stocks by Institutional Ownership

As of Q4 2025, 42 institutional investors hold OFS (OFS Capital Corporation). The largest holder is INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC with $729K in shares. This quarter, 13 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own OFS?

As of Q4 2025, 42 institutional investors report holding OFS (OFS Capital Corporation) in their 13F filings.

Who is the largest institutional holder of OFS?

The largest institutional holder of OFS is INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC with $729K in shares.

Is institutional ownership of OFS increasing or decreasing?

This quarter, 13 institutions opened new positions in OFS and 3 closed their positions.