We are live on ! Find out more

147 hedge funds and large institutions have $227M invested in OppFi in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 61 increasing their positions, 35 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $17.2M | Put options by funds: $8.48M

74% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 35

11.83% more ownership

Funds ownership: 58.96%70.79% (+12%)

5% more capital invested

Capital invested by funds: $215M → $227M (+$11.6M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 35

1% less funds holding

Funds holding: 148147 (-1)

Holders
147
Holders Change
-1
Holders Change %
-0.68%
% of All Funds
1.93%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
35
Increased
61
Reduced
35
Closed
35
Calls
$17.2M
Puts
$8.48M
Net Calls
+$8.74M
Net Calls Change
-$5.52M
Name Holding Trade Value Shares
Change
Change in
Stake
Polen Capital Management
51
Polen Capital Management
Florida
$691K +$2.39K +213 +0.4%
GCM
52
Graham Capital Management
Connecticut
$678K -$119K -10,567 -15%
WWA
53
WCG Wealth Advisors
Nevada
$643K +$638K +56,773 New
SSA
54
Schonfeld Strategic Advisors
New York
$619K +$613K +54,619 New
AQR Capital Management
55
AQR Capital Management
Connecticut
$602K -$20.4K -1,819 -3%
Osaic Holdings
56
Osaic Holdings
Arizona
$595K +$265K +23,580 +71%
Bank of New York Mellon
57
Bank of New York Mellon
New York
$586K +$19.6K +1,745 +3%
CL
58
CSS LLC
Illinois
$564K -$88.1K -7,847 -14%
Wells Fargo
59
Wells Fargo
California
$558K -$2.75M -244,603 -83%
EI
60
EAM Investors
California
$522K -$617K -54,960 -54%
PWM
61
Prosperity Wealth Management
California
$521K +$136K +12,100 +36%
Acadian Asset Management
62
Acadian Asset Management
Massachusetts
$505K -$850K -75,697 -63%
OF
63
Optimize Financial
California
$489K +$485K +43,161 New
Qube Research & Technologies (QRT)
64
Qube Research & Technologies (QRT)
United Kingdom
$488K +$484K +43,056 New
ZIM
65
Zacks Investment Management
Illinois
$460K +$22.5K +2,000 +5%
Barclays
66
Barclays
United Kingdom
$435K -$97.8K -8,705 -18%
Invesco
67
Invesco
Georgia
$422K +$64.2K +5,716 +18%
Allspring Global Investments
68
Allspring Global Investments
North Carolina
$400K -$3.92K -349 -1%
RhumbLine Advisers
69
RhumbLine Advisers
Massachusetts
$382K -$3.9K -347 -1%
DFCM
70
Dark Forest Capital Management
Puerto Rico
$357K +$11.2K +998 +3%
CIP
71
Cornerstone Investment Partners
Georgia
$348K -$25.6K -2,279 -7%
Federated Hermes
72
Federated Hermes
Pennsylvania
$346K +$182K +16,171 +113%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$335K +$176K +15,713 +114%
AllianceBernstein
74
AllianceBernstein
Tennessee
$297K
GVAG
75
Great Valley Advisor Group
Delaware
$273K -$9.05K -806 -3%

OPFI Hedge Fund Activity: Q3 2025 in Review

147 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in OppFi (OPFI) for Q3 2025, worth a combined $227M — up 5.4% from $215M a quarter earlier.

Fund positioning in OPFI was balanced in Q3 2025: 35 funds opened new positions, 35 closed out, 61 added to existing stakes and 35 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $9.48M. The largest seller was Wells Fargo, cutting an estimated $2.75M.

  • 147 institutional investors held OppFi (OPFI) as of Q3 2025, down from 148 in Q2 2025.
  • Funds reported $227M of OppFi stock for Q3 2025, up 5.4% quarter-over-quarter.
  • 35 funds opened new OppFi positions in Q3 2025 and 35 closed out, a net change of 0 holders.
  • The largest OppFi buyer in Q3 2025 was Wellington Management Group, an estimated $9.48M added.
  • The largest OppFi seller in Q3 2025 was Wells Fargo, an estimated $2.75M sold.

Based on aggregated 13F filings for Q3 2025.