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146 hedge funds and large institutions have $150M invested in OppFi in 2026 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 44 increasing their positions, 47 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 21

3% more funds holding

Funds holding: 142146 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 47

4.26% less ownership

Funds ownership: 78.08%73.82% (-4.3%)

11% less call options, than puts

Call options by funds: $6.2M | Put options by funds: $6.96M

33% less capital invested

Capital invested by funds: $226M → $150M (-$75.5M)

Holders
146
Holders Change
+4
Holders Change %
+2.82%
% of All Funds
1.8%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
29
Increased
44
Reduced
47
Closed
21
Calls
$6.2M
Puts
$6.96M
Net Calls
-$757K
Net Calls Change
-$1.98M
Name Holding Trade Value Shares
Change
Change in
Stake
Mackenzie Financial
26
Mackenzie Financial
Ontario, Canada
$1.43M +$944K +103,138 +126%
Bank of America
27
Bank of America
North Carolina
$1.39M -$660K -72,141 -29%
KAS
28
Kestra Advisory Services
Texas
$1.36M +$558K +61,013 +53%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$1.31M +$1.55M +169,000 +16,900%
VPM
30
Vanguard Portfolio Management
Pennsylvania
$1.19M +$1.41M +153,894 New
Victory Capital Management
31
Victory Capital Management
Texas
$1.1M -$234K -25,526 -15%
Deutsche Bank
32
Deutsche Bank
Germany
$1.02M +$32.5K +3,555 +3%
Ameriprise
33
Ameriprise
Minnesota
$962K +$268K +29,261 +31%
WWA
34
WCG Wealth Advisors
Nevada
$825K -$73K -7,971 -7%
First Trust Advisors
35
First Trust Advisors
Illinois
$678K +$4.65K +508 +0.6%
XT
36
XTX Topco
Cayman Islands
$669K +$488K +53,326 +159%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$631K -$9.07K -991 -1%
Federated Hermes
38
Federated Hermes
Pennsylvania
$624K -$18.2K -1,992 -2%
Simplex Trading
39
Simplex Trading
Illinois
$591K +$416K +45,449 +145%
American Century Companies
40
American Century Companies
Missouri
$582K +$109K +11,900 +19%
Charles Schwab
41
Charles Schwab
California
$573K -$82.5K -9,018 -11%
BNP Paribas Financial Markets
42
BNP Paribas Financial Markets
France
$572K +$59K +6,445 +10%
Man Group
43
Man Group
United Kingdom
$554K +$415K +45,301 +170%
Barclays
44
Barclays
United Kingdom
$542K -$58.6K -6,404 -8%
Citigroup
45
Citigroup
New York
$520K -$96.8K -10,576 -14%
Allspring Global Investments
46
Allspring Global Investments
North Carolina
$480K +$58.9K +6,431 +11%
Credit Agricole
47
Credit Agricole
France
$479K
DWM
48
Diversify Wealth Management
Utah
$460K +$458K +50,040 New
Canada Pension Plan Investment Board
49
Canada Pension Plan Investment Board
Ontario, Canada
$447K +$44.9K +4,900 +9%
Jane Street
50
Jane Street
New York
$417K -$1.88M -205,084 -79%

OPFI Hedge Fund Activity: Q1 2026 in Review

146 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in OppFi (OPFI) for Q1 2026, worth a combined $150M — down 33% from $226M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new OPFI positions and 21 closed out — a net gain of 8 holders — while 44 added to existing stakes and 47 trimmed.

The largest buyer was Two Sigma Investments, adding an estimated $4.14M. The largest seller was UBS Group, cutting an estimated $7.39M.

  • 146 institutional investors held OppFi (OPFI) as of Q1 2026, up from 142 in Q4 2025.
  • Funds reported $150M of OppFi stock for Q1 2026, down 33% quarter-over-quarter.
  • 29 funds opened new OppFi positions in Q1 2026 and 21 closed out, a net change of +8 holders.
  • The largest OppFi buyer in Q1 2026 was Two Sigma Investments, an estimated $4.14M added.
  • The largest OppFi seller in Q1 2026 was UBS Group, an estimated $7.39M sold.

Based on aggregated 13F filings for Q1 2026.