OFS Credit Company, Inc.
OCCI and OCCIN • NASDAQ
OFS Credit Company, Inc. is a asset management company in the financial services sector on NASDAQ, led by Bilal Rashid. As of Q3 2025, 24 institutional investors hold shares in this company, with total holdings valued at $5.1M. Virtus Investment Advisers, Inc. is the largest holder with a position valued at $2.3M.
Chairman, President and Chief Executive OfficerBilal Rashid
Asset Management
Financial Services
Websiteofscreditcompany.com
Overview
Overview of institutional ownership in OCCI and OCCIN as of Q3 2025
All Institutions
- Institutions
- 24
- Value Held
- $5.1M
- Shares Held
- 942.2K
- Avg Position
- $212.7K
- Median Position
- $51.4K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in OCCI and OCCIN as of Q3 2025
| Institution | Position Value |
|---|---|
V Virtus Investment Advisers, Inc. Institution | $2.3M 0.65% of portfolio |
 MORGAN STANLEY RIA/Wealth | $1.3M 0.00% of portfolio |
L LPL Financial LLC Institution | $464.2K 0.00% of portfolio |
 Kestra Advisory Services, LLC RIA/Wealth | $338.8K 0.00% of portfolio |
J JANE STREET GROUP, LLC Institution | $162.3K 0.00% of portfolio |
 UBS Group AG Institution | $73.1K 0.00% of portfolio |
 Arkadios Wealth Advisors RIA/Wealth | $66.1K 0.00% of portfolio |
 MinichMacGregor Wealth Management, LLC RIA/Wealth | $63.6K 0.01% of portfolio |
 Prospera Financial Services RIA/Wealth | $63.3K 0.00% of portfolio |
O One Capital Management, LLC RIA/Wealth | $57.6K 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for OCCI and OCCIN in Q3 2025
- Traded
- −$247.7K
- Buyers
- 13
- Sellers
- 16
- Total Bought
- +$750.3K
- Total Sold
- −$998.0K
- Avg Position
- $154.7K
Biggest Buyers
| Institution | Net Bought |
|---|---|
V Virtus Investment Advisers, Inc. Institution | +$363.5K +67.2K shares |
UBS Group AG Institution | +$71.3K +13.2K shares |
Arkadios Wealth Advisors RIA/Wealth | +$66.1K +12.2K shares |
O One Capital Management, LLC RIA/Wealth | +$57.6K +10.7K shares |
KESTRA PRIVATE WEALTH SERVICES, LLC RIA/Wealth | +$55.7K +10.3K shares |
T TIAA TRUST, NATIONAL ASSOCIATION Institution | +$54.1K +10.0K shares |
Kestra Advisory Services, LLC RIA/Wealth | +$51.7K +9.5K shares |
B BNP PARIBAS ARBITRAGE, SA Institution | +$20.8K +3.8K shares |
A Accredited Wealth Management, LLC RIA/Wealth | +$5.4K +-912.0 shares |
 HIGHLINE WEALTH PARTNERS LLC RIA/Wealth | +$2.7K +500.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
MORGAN STANLEY RIA/Wealth | −$463.3K −85.6K shares |
 Naviter Wealth, LLC RIA/Wealth | −$128.3K −20.6K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$77.3K −12.4K shares |
F Fisher Asset Management, LLC Institution | −$68.5K −11.0K shares |
J JANE STREET GROUP, LLC Institution | −$65.7K −12.1K shares |
 MELFA WEALTH MANAGEMENT, LLC RIA/Wealth | −$64.1K −10.3K shares |
 Goss Wealth Management LLC RIA/Wealth | −$60.4K −11.2K shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$26.2K −4.2K shares |
L LPL Financial LLC Institution | −$15.2K −2.8K shares |
A Advisor Group Holdings, Inc. Institution | −$13.7K −2.4K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited OCCI and OCCIN in Q3 2025
- New Positions
- 5
- New Value
- $191.0K
- Exited Positions
- 9
- Exited Value
- $378.4K
New Positions
| Institution | Position Value |
|---|---|
O One Capital Management, LLC RIA/Wealth | $57.6K 10.7K shares |
KESTRA PRIVATE WEALTH SERVICES, LLC RIA/Wealth | $55.7K 10.3K shares |
T TIAA TRUST, NATIONAL ASSOCIATION Institution | $54.1K 10.0K shares |
B BNP PARIBAS ARBITRAGE, SA Institution | $20.8K 3.8K shares |
HIGHLINE WEALTH PARTNERS LLC RIA/Wealth | $2.7K 500.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Naviter Wealth, LLC RIA/Wealth | $128.3K 20.6K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $77.3K 12.4K shares |
F Fisher Asset Management, LLC Institution | $68.5K 11.0K shares |
MELFA WEALTH MANAGEMENT, LLC RIA/Wealth | $64.1K 10.3K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $26.2K 4.2K shares |
 Geneos Wealth Management Inc. RIA/Wealth | $6.9K 1.1K shares |
B BlackRock, Inc. Institution | $6.2K 1.0K shares |
 PRINCIPAL SECURITIES, INC. RIA/Wealth | $579.0 93.0 shares |
 Strategic Wealth Designers RIA/Wealth | $343.0 55.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in OCCI and OCCIN as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with OCCI and OCCIN as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
V Virtus Investment Advisers, Inc. Institution | 0.65% $2.3M |
MinichMacGregor Wealth Management, LLC RIA/Wealth | 0.01% $63.6K |
A Accredited Wealth Management, LLC RIA/Wealth | 0.01% $5.4K |
 Harbor Asset Planning, Inc. RIA/Wealth | 0.01% $6.7K |
O One Capital Management, LLC RIA/Wealth | 0.00% $57.6K |
 Newbridge Financial Services Group, Inc. RIA/Wealth | 0.00% $12.4K |
Arkadios Wealth Advisors RIA/Wealth | 0.00% $66.1K |
Kestra Advisory Services, LLC RIA/Wealth | 0.00% $338.8K |
W WPG Advisers, LLC Institution | 0.00% $1.9K |
Prospera Financial Services RIA/Wealth | 0.00% $63.3K |