147 hedge funds and large institutions have $214M invested in OppFi in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 66 increasing their positions, 31 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+18
Holders Change %
+13.95%
% of All Funds
1.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
38
Increased
66
Reduced
31
Closed
19
Calls
$25.9M
Puts
$11.6M
Net Calls
+$14.3M
Net Calls Change
+$10.9M
Name Holding Trade Value Shares
Change
Shares
Change %
DAS
26
Diversify Advisory Services
Utah
$1.75M +$1.14M +105,741 +189%
Acadian Asset Management
27
Acadian Asset Management
Massachusetts
$1.68M +$1.68M +120,383 New
EGM
28
Engineers Gate Manager
New York
$1.66M +$877K +62,665 +112%
Norges Bank
29
Norges Bank
Norway
$1.59M +$1.59M +113,900 New
EI
30
EAM Investors
California
$1.41M -$304K -21,736 -18%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$1.25M +$1.14M +81,491 +1,000%
SWP
32
Stratos Wealth Partners
Ohio
$1.24M +$868K +62,023 +235%
TFS
33
Thoroughbred Financial Services
Tennessee
$1.16M +$959K +68,532 +483%
Ameriprise
34
Ameriprise
Minnesota
$1.15M -$378K -27,044 -25%
DC
35
Davenport & Co
Virginia
$1.13M +$570K +40,749 +102%
NL
36
Nuveen LLC
North Carolina
$1.02M -$607K -43,413 -37%
SSA
37
Sierra Summit Advisors
Nevada
$989K +$989K +70,663 New
GCM
38
Graham Capital Management
Connecticut
$985K +$985K +70,392 New
Charles Schwab
39
Charles Schwab
California
$955K +$194K +13,879 +26%
Balyasny Asset Management
40
Balyasny Asset Management
Illinois
$940K +$516K +36,906 +122%
Squarepoint
41
Squarepoint
New York
$922K +$470K +33,617 +104%
Jane Street
42
Jane Street
New York
$921K +$921K +65,818 New
BAM
43
Bosun Asset Management
Illinois
$850K +$84.3K +6,023 +11%
Polen Capital Management
44
Polen Capital Management
Florida
$850K +$850K +60,773 New
MML Investors Services
45
MML Investors Services
Massachusetts
$839K +$31.9K +2,281 +4%
CL
46
CSS LLC
Illinois
$807K +$788K +56,292 +4,088%
HighTower Advisors
47
HighTower Advisors
Illinois
$796K +$796K +56,914 New
American Century Companies
48
American Century Companies
Missouri
$774K +$163K +11,650 +27%
AQR Capital Management
49
AQR Capital Management
Connecticut
$769K -$29.8K -2,132 -4%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$700K +$131K +9,333 +23%