129 hedge funds and large institutions have $107M invested in OppFi in 2025 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 41 increasing their positions, 29 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
+23
Holders Change %
+21.7%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
47
Increased
41
Reduced
29
Closed
23
Calls
$18.1M
Puts
$14.7M
Net Calls
+$3.37M
Net Calls Change
+$1.95M
Name Holding Trade Value Shares
Change
Shares
Change %
Fidelity Investments
101
Fidelity Investments
Massachusetts
$17.4K +$3.04K +327 +21%
ACM
102
Aster Capital Management
United Arab Emirates
$17.4K +$17.4K +1,763 New
Russell Investments Group
103
Russell Investments Group
United Kingdom
$13.7K +$13.7K +1,474 New
BNP Paribas Financial Markets
104
BNP Paribas Financial Markets
France
$13.5K -$593K -63,715 -98%
CL
105
CSS LLC
Illinois
$12.8K +$12.8K +1,377 New
California State Teachers Retirement System (CalSTRS)
106
California State Teachers Retirement System (CalSTRS)
California
$12.2K
SS
107
SBI Securities
Japan
$11.8K +$9.04K +972 +332%
CFD
108
Creative Financial Designs
Indiana
$11.4K
FHA
109
First Horizon Advisors
Tennessee
$9.3K
SPIA
110
Steward Partners Investment Advisory
New York
$9.3K
GWSG
111
GPS Wealth Strategies Group
Colorado
$9.3K +$9.3K +1,000 New
HCA
112
Harbor Capital Advisors
Illinois
$7K +$1.34K +149 +24%
AB
113
Amalgamated Bank
New York
$6K +$2.98K +325 +98%
BBPWM
114
Blue Bell Private Wealth Management
Pennsylvania
$5.52K +$5.52K +593 New
GI
115
GAMMA Investing
California
$5.15K +$3.3K +355 +178%
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$4.8K +$4.8K +516 New
MLA
117
MB, Levis & Associates
Pennsylvania
$4.65K +$4.65K +500 New
OIA
118
Optimum Investment Advisors
Illinois
$4.65K +$4.65K +500 New
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$3K +$1.09K +136 +57%
CIAM
120
Caitong International Asset Management
Hong Kong
$2.88K +$2.88K +310 New
Federated Hermes
121
Federated Hermes
Pennsylvania
$2.15K -$3.81K -410 -64%
NA
122
NewEdge Advisors
Louisiana
$1.06K -$169K -18,214 -99%
LFG
123
Larson Financial Group
Missouri
$493 +$493 +53 New
PFBT
124
Parkside Financial Bank & Trust
Missouri
$419 +$419 +45 New
HNB
125
Huntington National Bank
Ohio
$270 +$270 +29 New