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Oppenheimer & Co’s HCI Group HCI Stock Holding History

Oppenheimer & Co’s Portfolio HCI Stock Details HCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,495
Closed -$479K – 1657
2025
Q3 		$479K Sell
2,495
-118
-5% -$18.7K 0.01% 1186
2025
Q2 		$398K Buy
2,613
+391
+18% +$60K 0.01% 1232
2025
Q1 		$332K Sell
2,222
-1,254
-36% -$159K 0.01% 1225
2024
Q4 		$405K Buy
3,476
+23
+0.7% +$2.62K 0.01% 1145
2024
Q3 		$370K Buy
+3,453
New +$327K 0.01% 1151
2024
Q2 		– Sell
-4,862
Closed -$564K – 1471
2024
Q1 		$564K Buy
+4,862
New +$477K 0.01% 951
2015
Q3 		– Sell
-5,555
Closed -$246K – 1399
2015
Q2 		$246K Sell
5,555
-4,240
-43% -$190K 0.01% 1187
2015
Q1 		$449K Buy
+9,795
New +$454K 0.01% 913

Other funds holding HCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
KCM
Khrom Capital Management Miami Beach, Florida $1.09B AUM 14.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FGP
Freestone Grove Partners San Francisco, California $14.2B AUM 24.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Oppenheimer & Co's HCI Position: Q4 2025 in Review

Oppenheimer & Co sold out of HCI Group (HCI) in Q4 2025, closing a stake of 2,495 shares — an estimated $479K sold.

Oppenheimer & Co first reported a position in HCI in Q1 2015 and held it in 8 quarters. The position peaked at $564K in Q1 2024. 278 funds tracked by Wall St. Rank hold HCI as of Q4 2025.

  • Oppenheimer & Co reported no remaining HCI Group position as of Q4 2025 after selling out during the quarter.
  • Oppenheimer & Co sold 2,495 HCI Group shares in Q4 2025, an estimated $479K.
  • Oppenheimer & Co first reported a position in HCI Group in Q1 2015 and held it in 8 quarters.
  • Oppenheimer & Co's HCI Group position peaked at $564K in Q1 2024.
  • 278 funds tracked by Wall St. Rank held HCI Group as of Q4 2025.

Based on Oppenheimer & Co's 13F filing for Q4 2025, filed 2 Feb 2026.