Hamilton Wealth’s OppFi OPFI Stock Holding History

Hamilton Wealth’s Portfolio OPFI Stock Details OPFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-10,000	Closed	-$76.6K	–	125
2024 Q4	$76.6K	Buy	+10,000	New	+$63.1K	0.02%	95

Other funds holding OPFI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

LB Partners Charlottesville, Virginia $112M AUM 11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Trexquant Investment Stamford, Connecticut $13.9B AUM 31.98% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Hamilton Wealth's OPFI Position: Q1 2025 in Review

Hamilton Wealth sold out of OppFi (OPFI) in Q1 2025, closing a stake of 10,000 shares — an estimated $76.6K sold.

Hamilton Wealth first reported a position in OPFI in Q4 2024 and held it in 1 quarter. The position peaked at $76.6K in Q4 2024. 129 funds tracked by Wall St. Rank hold OPFI as of Q1 2025.

Hamilton Wealth reported no remaining OppFi position as of Q1 2025 after selling out during the quarter.
Hamilton Wealth sold 10,000 OppFi shares in Q1 2025, an estimated $76.6K.
Hamilton Wealth first reported a position in OppFi in Q4 2024 and held it in 1 quarter.
Hamilton Wealth's OppFi position peaked at $76.6K in Q4 2024.
129 funds tracked by Wall St. Rank held OppFi as of Q1 2025.

Based on Hamilton Wealth's 13F filing for Q1 2025, filed 14 Nov 2025.