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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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

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
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.2M
Puts
$6.96M
Net Calls
Net Calls Change

Top Sellers

1 -$7.39M
2 -$2.8M
3 -$2.19M
4
Jane Street
Jane Street
New York
-$1.88M
5
Morgan Stanley
Morgan Stanley
New York
-$1.74M
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
101
Strategic Investment Solutions
Illinois
$24.9K
Russell Investments Group
102
Russell Investments Group
United Kingdom
$22.8K
Royal Bank of Canada
103
Royal Bank of Canada
Ontario, Canada
$20K
AIP
104
Ameritas Investment Partners
Nebraska
$19.1K
MAM
105
Meeder Asset Management
Ohio
$17.7K
KAS
106
Kemnay Advisory Services
New York
$17K
Legal & General Group
107
Legal & General Group
United Kingdom
$17K
New York State Common Retirement Fund
108
New York State Common Retirement Fund
New York
$17K
PTC
109
Private Trust Company
Ohio
$13.6K
TRCT
110
Tower Research Capital (TRC)
New York
$11.9K
California State Teachers Retirement System (CalSTRS)
111
California State Teachers Retirement System (CalSTRS)
California
$11.1K
BBPWM
112
Blue Bell Private Wealth Management
Pennsylvania
$10.3K
CFD
113
Creative Financial Designs
Indiana
$9.48K
SPIA
114
Steward Partners Investment Advisory
New York
$7.71K
FHC
115
First Horizon Corporation
Tennessee
$7.71K
AW
116
Avion Wealth
Texas
$7K
HCA
117
Harbor Capital Advisors
Illinois
$7K
Wealth Enhancement Advisory Services
118
Wealth Enhancement Advisory Services
Minnesota
$5.35K
ASN
119
Advisory Services Network
Georgia
$4.6K
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$4.07K
MA
121
MCF Advisors
Kentucky
$3.85K
AF
122
Advisornet Financial
Minnesota
$3.85K
PEAK6
123
PEAK6
Illinois
$3.82K
SS
124
SBI Securities
Japan
$3.16K
IAIM
125
International Assets Investment Management
Florida
$2.51K