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OFG Bancorp
OFG

247 hedge funds and large institutions have $1.82B invested in OFG Bancorp in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 73 increasing their positions, 106 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 26

6% more capital invested

Capital invested by funds: $1.71B → $1.82B (+$111M)

5% more funds holding

Funds holding: 236 → 247 (+11)

0.7% more ownership

Funds ownership: 94.07% → 94.77% (+0.7%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

31% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 106

Holders
247
Holders Change
+11
Holders Change %
+4.66%
% of All Funds
3.25%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
38
Increased
73
Reduced
106
Closed
26
Calls
$274K
Puts
–
Net Calls
+$274K
Net Calls Change
+$142K

Top Buyers

Rank Fund Capital Flow
1
EF
Empowered Funds
Pennsylvania
+$11.5M
2
BC
Burney Company
Virginia
+$9.58M
3
Millennium Management
Millennium Management
New York
+$8.22M
4
CA
CSM Advisors
Pennsylvania
+$7.71M
5
Tudor Investment Corp
Tudor Investment Corp
Connecticut
+$5.54M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$9.12M
2
State Street
State Street
Massachusetts
-$9.03M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$7.75M
4
Goldman Sachs
Goldman Sachs
New York
-$6.97M
5
Invesco
Invesco
Georgia
-$5.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
C
226
Covestor
United Kingdom
$3K +$80 +2 +3%
Osaic Holdings
227
Osaic Holdings
Arizona
$2.87K +$1.72K +43 +179%
GWM
228
Geneos Wealth Management
Colorado
$2.52K -$7.09K -177 -75%
HNW
229
High Note Wealth
Minnesota
$2.14K -$40 -1 -2%
PFBT
230
Parkside Financial Bank & Trust
Missouri
$2.01K +$681 +17 +57%
FFA
231
Farther Finance Advisors
California
$1.97K -$4.45K -111 -71%
WA
232
WPG Advisers
Maryland
$1.75K – – –
HNB
233
Huntington National Bank
Ohio
$1.67K – – –
AF
234
Allworth Financial
California
$1.5K +$561 +14 +67%
FMII
235
Farmers & Merchants Investments Inc
Nebraska
$1.07K -$280 -7 -22%
PMAM
236
Picton Mahoney Asset Management
Ontario, Canada
$1K -$10.6K -264 -91%
EP
237
Essential Partners
California
$984 +$921 +23 New
SC
238
Stephens Consulting
Michigan
$856 +$401 +10 +100%
GRP
239
Global Retirement Partners
California
$813 +$761 +19 New
BTI
240
Blue Trust Inc
Georgia
$642 – – –
MCM
241
MAI Capital Management
Ohio
$428 +$401 +10 New
BGAI
242
Bruce G. Allen Investments
Colorado
$300 – – –
CT
243
Clearstead Trust
Maine
$300 +$280 +7 New
PWAM
244
Private Wealth Asset Management
Iowa
$214 – – –
LFG
245
Larson Financial Group
Missouri
$171 -$40 -1 -20%
CIAM
246
Caitong International Asset Management
Hong Kong
$86 – – –
TFM
247
TFC Financial Management
Massachusetts
$43 – – –
DFCM
248
Dark Forest Capital Management
Puerto Rico
– -$1.81M -45,123 Closed
TJHA
249
Thomas J. Herzfeld Advisors
Florida
– -$1.74M -43,454 Closed
DA
250
Denali Advisors
California
– -$1.69M -42,220 Closed
7 8 9
10
11

OFG Hedge Fund Activity: Q2 2025 in Review

247 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in OFG Bancorp (OFG) for Q2 2025, worth a combined $1.82B — up 6.5% from $1.71B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new OFG positions and 26 closed out — a net gain of 12 holders — while 73 added to existing stakes and 106 trimmed.

The largest buyer was Empowered Funds, adding an estimated $11.5M. The largest seller was BlackRock, cutting an estimated $9.12M.

  • 247 institutional investors held OFG Bancorp (OFG) as of Q2 2025, up from 236 in Q1 2025.
  • Funds reported $1.82B of OFG Bancorp stock for Q2 2025, up 6.5% quarter-over-quarter.
  • 38 funds opened new OFG Bancorp positions in Q2 2025 and 26 closed out, a net change of +12 holders.
  • The largest OFG Bancorp buyer in Q2 2025 was Empowered Funds, an estimated $11.5M added.
  • The largest OFG Bancorp seller in Q2 2025 was BlackRock, an estimated $9.12M sold.

Based on aggregated 13F filings for Q2 2025.