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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
SIS
101
Strategic Investment Solutions
Illinois
$24.9K
Russell Investments Group
102
Russell Investments Group
United Kingdom
$22.8K -$577K -63,005 -96%
Royal Bank of Canada
103
Royal Bank of Canada
Ontario, Canada
$20K -$44.9K -4,906 -66%
AIP
104
Ameritas Investment Partners
Nebraska
$19.1K
MAM
105
Meeder Asset Management
Ohio
$17.7K
KAS
106
Kemnay Advisory Services
New York
$17K -$63.2K -6,910 -76%
Legal & General Group
107
Legal & General Group
United Kingdom
$17K -$3.59K -392 -15%
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 -$26.3K -2,871 -65%
California State Teachers Retirement System (CalSTRS)
111
California State Teachers Retirement System (CalSTRS)
California
$11.1K -$1.82K -199 -12%
BBPWM
112
Blue Bell Private Wealth Management
Pennsylvania
$10.3K
CFD
113
Creative Financial Designs
Indiana
$9.48K
FHC
114
First Horizon Corporation
Tennessee
$7.71K
SPIA
115
Steward Partners Investment Advisory
New York
$7.71K
AW
116
Avion Wealth
Texas
$7K
HCA
117
Harbor Capital Advisors
Illinois
$7K +$3.78K +413 +93%
Wealth Enhancement Advisory Services
118
Wealth Enhancement Advisory Services
Minnesota
$5.35K +$186K +20,282 +2,383%
ASN
119
Advisory Services Network
Georgia
$4.6K +$5.46K +597 New
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$4.07K +$1.47K +161 +44%
MA
121
MCF Advisors
Kentucky
$3.85K
AF
122
Advisornet Financial
Minnesota
$3.85K +$4.58K +500 New
PEAK6
123
PEAK6
Illinois
$3.82K -$31.8K -3,474 -88%
SS
124
SBI Securities
Japan
$3.16K -$732 -80 -16%
IAIM
125
International Assets Investment Management
Florida
$2.51K

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.