OPFI icon

OppFi
OPFI

Overview Fund Activity

147 hedge funds and large institutions have $214M invested in OppFi in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 66 increasing their positions, 31 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+18
Holders Change %
+13.95%
% of All Funds
1.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
38
Increased
66
Reduced
31
Closed
19
Calls
$25.9M
Puts
$11.6M
Net Calls
+$14.3M
Net Calls Change
+$10.9M

Top Buyers

1
Tudor Investment Corp
Tudor Investment Corp
Connecticut
+$4.4M
2
BlackRock
BlackRock
New York
+$4.31M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$4.02M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$3.71M
5
Principal Financial Group
Principal Financial Group
Iowa
+$3.33M

Top Sellers

1
TI
Trexquant Investment
Connecticut
-$3.35M
2
JF
Jump Financial
Illinois
-$1.82M
3
LP
LB Partners
Virginia
-$1.2M
4
Wolverine Trading
Wolverine Trading
Illinois
-$839K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$834K
Name Holding Trade Value Shares
Change 		Shares
Change %
TWC
126
TD Waterhouse Canada
Ontario, Canada
$13.7K +$13.7K +1,011 New
AW
127
Avion Wealth
Texas
$13K +$13K +1,000 New
FFA
128
Farther Finance Advisors
California
$9.49K +$9.49K +678 New
AB
129
Amalgamated Bank
New York
$9K – – –
MLA
130
MB, Levis & Associates
Pennsylvania
$7K – – –
OIA
131
Optimum Investment Advisors
Illinois
$7K – – –
QL
132
Quarry LP
New York
$6.35K -$33.7K -2,412 -84%
HCA
133
Harbor Capital Advisors
Illinois
$6K -$4.9K -351 -45%
PS
134
Principal Securities
Iowa
$5.6K +$5.6K +400 New
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$5K -$513 -35 -9%
GI
136
GAMMA Investing
California
$4.67K -$3.08K -220 -40%
UCB
137
United Community Bank
South Carolina
$2.8K +$2.8K +200 New
TRCT
138
Tower Research Capital (TRC)
New York
$1.61K -$43.9K -3,137 -96%
LFG
139
Larson Financial Group
Missouri
$1.05K +$308 +22 +42%
SCM
140
Sterling Capital Management
North Carolina
$825 +$559 +40 +211%
RIL
141
Rothschild Investment LLC
Illinois
$630 +$630 +45 New
SC
142
Stephens Consulting
Michigan
$560 +$560 +40 New
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
$336 -$6.89K -492 -95%
TWD
144
True Wealth Design
Ohio
$336 +$252 +18 +300%
Nisa Investment Advisors
145
Nisa Investment Advisors
Missouri
$224 +$224 +16 New
RCM
146
Raleigh Capital Management
North Carolina
$158 – – –
EWA
147
EverSource Wealth Advisors
Alabama
$28 -$154 -11 -85%
JF
148
Jump Financial
Illinois
– -$1.82M -195,417 Closed
Commonwealth Equity Services
149
Commonwealth Equity Services
Massachusetts
– -$834K -89,633 Closed
Wolverine Trading
150
Wolverine Trading
Illinois
– -$839K -88,248 Closed
3 4 5
6
7