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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
OQS
51
Occudo Quantitative Strategies
Florida
$83.4K -$73.2K -17,623 -50%
NA
52
NewEdge Advisors
Louisiana
$82.8K +$12.2K +2,936 +20%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$74.4K +$7.65K +1,843 +13%
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$72.8K
CCM
55
Causeway Capital Management
California
$67.1K -$14.2K -3,426 -19%
Citigroup
56
Citigroup
New York
$63.7K +$39.5K +9,524 +242%
QC
57
Quadrature Capital
United Kingdom
$59.5K +$52.2K +12,583 New
Invesco
58
Invesco
Georgia
$58.5K -$181K -43,501 -78%
Bank of America
59
Bank of America
North Carolina
$52.9K +$5.18K +1,249 +13%
CAM
60
Cresset Asset Management
Illinois
$48.1K -$25.3K -6,090 -37%
CF
61
Corebridge Financial
Texas
$47.2K +$951 +229 +2%
Mirae Asset Global ETFs Holdings
62
Mirae Asset Global ETFs Holdings
Hong Kong
$47K +$21K +5,054 +104%
Osaic Holdings
63
Osaic Holdings
Arizona
$38.3K
Wells Fargo
64
Wells Fargo
California
$29.4K -$224 -54 -0.9%
TJHA
65
Thomas J. Herzfeld Advisors
Florida
$18.4K -$8.3K -2,000 -34%
TRCT
66
Tower Research Capital (TRC)
New York
$13.1K -$29K -6,976 -72%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$10K +$1.66K +400 +23%
Fidelity Investments
68
Fidelity Investments
Massachusetts
$9.22K +$2.21K +532 +38%
Russell Investments Group
69
Russell Investments Group
United Kingdom
$9.08K +$7.97K +1,920 New
Legal & General Group
70
Legal & General Group
United Kingdom
$7.46K
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$6.21K
CFD
72
Creative Financial Designs
Indiana
$5.82K
AIP
73
Ameritas Investment Partners
Nebraska
$4.77K
FHA
74
First Horizon Advisors
Tennessee
$4.73K
HCA
75
Harbor Capital Advisors
Illinois
$3K +$2.66K +640 New

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.