Ofs Cap Corp (OFS) Hedge Fund Ownership (Q2 2026)

Ofs Cap Corp (OFS)

22 + Investors. Track Smart Money conviction in OFS. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — OFS

Based on 23 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their OFS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

🔻

Below peak — only 62% of 3.0Y high

62% of all-time peak

Only 23 funds hold OFS today versus a peak of 37 funds at 2023 Q3 — just 62% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.

📉

Outflows — 38% fewer funds vs a year ago

fund count last 6Q

14 fewer hedge funds hold OFS compared to a year ago (-38% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.

🔴

Heavy selling pressure — only 15% buying

4 buying23 selling

Last quarter: 23 funds sold vs only 4 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 1 → 5 → 10 → 3. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 22% medium ■ 26% new

12 out of 23 hedge funds have held OFS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

➡️

Steady discovery — ~3 new funds/quarter

9 → 1 → 5 → 10 → 3 new funds/Q

New funds entering each quarter: 1 → 5 → 10 → 3. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 62% veterans vs 29% newcomers

■ 62% veterans ■ 8% 1-2yr ■ 29% new

Entry-cohort mix of 24 holders: 15 (62%) are 2+ year veterans, 2 entered 1–2 years ago, and 7 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

📋

Smaller funds dominant — 6% AUM from top-100

6% from top-100 AUM funds

4 of 22 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

3.5

out of 10

Low Exit Risk

Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	22	33	-33.33%
13F Shares	639K	947K	-32.56%
Total Value	$2M	$3M	-34.39%
New Positions	3	10	-7
Increased Positions	1	6	-5
Closed Positions	13	9	+4
Reduced Positions	10	10	-
Total Calls	1	0	100%
Total Puts	1	1	-
PUT/CALL Ratio	1.0	0.0	Neutral

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

-33.33%

13F Shares

639K

947K

-32.56%

Total Value

$2M

$3M

-34.39%

New Positions

-7

Increased Positions

-5

Closed Positions

Reduced Positions

Total Calls

100%

Total Puts

PUT/CALL Ratio

1.0

0.0

Neutral

Institutional Holders (2026 Q2)

22 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in OFS. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 23 OFS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Virtus Investment Advisers, LLC	0.07%	90,189	$319K
2	Concorde Asset Management, LLC	0.07%	33,550	$124K
3	LGT Financial Advisors LLC	0.06%	3,085	$11K
4	Prota Financial, LLC	0.03%	12,950	$46K
5	Callodine Capital Management, LP	0.02%	107,346	$380K
6	International Assets Investment Management, LLC	0.02%	98,647	$352K
7	SOA Wealth Advisors, LLC.	0.01%	19,672	$70K
8	Curi Capital, LLC	0.00%	65,000	$230K
9	Arkadios Wealth Advisors	0.00%	26,786	$95K
10	Vident Advisory, LLC	0.00%	41,780	$148K
11	O'shaughnessy Asset Management, LLC	0.00%	34,826	$123K
12	Triumph Capital Management	0.00%	500	$2K
13	Sanctuary Advisors, LLC	0.00%	12,102	$43K
14	&Partners	0.00%	13,500	$48K
15	Lanark Financial, INC.	0.00%	809	$3K
16	Citadel Advisors LLC	0.00%	16,700	$59K
17	Morgan Stanley	0.00%	27,562	$98K
18	Osaic Holdings, INC.	0.00%	1,106	$4K
19	Citadel Advisors LLC	0.00%	11,300	$40K
20	Royal Bank of Canada	0.00%	7,500	$27K
21	Simplex Trading, LLC	0.00%	740	$3K
22	Caitong International Asset Management Co., Ltd	0.00%	3	—
23	UBS Group AG	0.00%	1,382	$5K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Ofs Cap Corp (OFS)

What does the Smart Money Trend signal show for OFS?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their OFS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for OFS?

Heavy selling pressure — only 15% buying: Last quarter: 23 funds sold vs only 4 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for OFS holders?

Smaller funds dominant — 6% AUM from top-100: 4 of 22 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held OFS?

52% of holders stayed for 2+ years: 12 out of 23 hedge funds have held OFS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Ofs Cap Corp (OFS)

Smart Money Signals — OFS

Selling streak — 1 quarter in a row

Below peak — only 62% of 3.0Y high

Outflows — 38% fewer funds vs a year ago

Heavy selling pressure — only 15% buying

Fewer new buyers each quarter (-7 vs last Q)

52% of holders stayed for 2+ years

Steady discovery — ~3 new funds/quarter

Veteran-anchored — 62% veterans vs 29% newcomers

Smaller funds dominant — 6% AUM from top-100

Institutional Sentiment Summary — OFS

Hedge Fund Ownership: OFS

Market Analysis: OFS

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: OFS

Hedge Fund Positioning: OFS

Statistics: OFS

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ofs Cap Corp (OFS)

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