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82 hedge funds and large institutions have $42.1M invested in OppFi in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 31 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

82% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 17

66% more capital invested

Capital invested by funds: $25.3M → $42.1M (+$16.8M)

27% more call options, than puts

Call options by funds: $1.69M | Put options by funds: $1.33M

21% more funds holding

Funds holding: 6882 (+14)

6.43% more ownership

Funds ownership: 37.51%43.94% (+6.4%)

Holders
82
Holders Change
+14
Holders Change %
+20.59%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
31
Reduced
17
Closed
6
Calls
$1.69M
Puts
$1.33M
Net Calls
+$357K
Net Calls Change
-$92K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$236K
Goldman Sachs
27
Goldman Sachs
New York
$232K +$70.6K +17,010 +53%
HBCM
28
Heron Bay Capital Management
Michigan
$228K +$9.36K +2,255 +5%
Millennium Management
29
Millennium Management
New York
$209K -$153K -36,803 -45%
Acadian Asset Management
30
Acadian Asset Management
Massachusetts
$205K +$180K +43,388 New
Barclays
31
Barclays
United Kingdom
$199K +$85.6K +20,630 +96%
ZIM
32
Zacks Investment Management
Illinois
$183K
JP Morgan Chase
33
JP Morgan Chase
New York
$173K +$111K +26,742 +272%
Arrowstreet Capital
34
Arrowstreet Capital
Massachusetts
$169K +$149K +35,809 New
CIP
35
Cornerstone Investment Partners
Georgia
$169K +$148K +35,648 New
BCM
36
Bridgeway Capital Management
Texas
$166K
Dimensional Fund Advisors
37
Dimensional Fund Advisors
Texas
$154K +$135K +32,475 New
CCM
38
Corsair Capital Management
New York
$142K -$41.5K -10,000 -25%
XT
39
XTX Topco
Cayman Islands
$136K +$120K +28,830 New
Bank of New York Mellon
40
Bank of New York Mellon
New York
$132K -$36.4K -8,776 -24%
AQR Capital Management
41
AQR Capital Management
Connecticut
$132K -$5.96K -1,435 -5%
American Century Companies
42
American Century Companies
Missouri
$122K +$19.5K +4,703 +22%
Jane Street
43
Jane Street
New York
$122K +$24.1K +5,795 +29%
CSS
44
Cubist Systematic Strategies
Connecticut
$111K +$97.6K +23,510 New
RJA
45
Raymond James & Associates
Florida
$107K +$830 +200 +0.9%
AllianceBernstein
46
AllianceBernstein
Tennessee
$106K +$6.93K +1,670 +8%
BFA
47
Brendel Financial Advisors
New Hampshire
$105K +$91.8K +22,114 New
UBS Group
48
UBS Group
Switzerland
$101K +$13.6K +3,279 +18%
WG
49
Winton Group
United Kingdom
$94K +$82.5K +19,864 New
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$89.7K -$81.2K -19,568 -51%

OPFI Hedge Fund Activity: Q3 2024 in Review

82 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in OppFi (OPFI) for Q3 2024, worth a combined $42.1M — up 66% from $25.3M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new OPFI positions and 6 closed out — a net gain of 14 holders — while 31 added to existing stakes and 17 trimmed.

The largest buyer was Segall Bryant & Hamill, opening a new position worth an estimated $2.16M. The largest seller was Invesco, cutting an estimated $181K.

  • 82 institutional investors held OppFi (OPFI) as of Q3 2024, up from 68 in Q2 2024.
  • Funds reported $42.1M of OppFi stock for Q3 2024, up 66% quarter-over-quarter.
  • 20 funds opened new OppFi positions in Q3 2024 and 6 closed out, a net change of +14 holders.
  • The largest OppFi buyer in Q3 2024 was Segall Bryant & Hamill, an estimated $2.16M added.
  • The largest OppFi seller in Q3 2024 was Invesco, an estimated $181K sold.

Based on aggregated 13F filings for Q3 2024.