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 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

3% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 34

0% more funds holding

Funds holding: 147147 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
147
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
$17.2M
Puts
$8.48M
Net Calls
Net Calls Change

Top Buyers

1 +$9.56M
2 +$5.48M
3 +$4.73M
4
Citadel Advisors
Citadel Advisors
Florida
+$4.09M
5
UBS Group
UBS Group
Switzerland
+$3.83M
Name Holding Trade Value Shares
Change
Change in
Stake
AW
126
Avion Wealth
Texas
$11K
PG
127
Proffitt & Goodson
Tennessee
$9.63K
Wealth Enhancement Advisory Services
128
Wealth Enhancement Advisory Services
Minnesota
$8.93K
AAP
129
Arax Advisory Partners
Colorado
$8.57K
ACM
130
Aster Capital Management
United Arab Emirates
$7.75K
AB
131
Amalgamated Bank
New York
$7K
SS
132
SBI Securities
Japan
$5.99K
TWC
133
TD Waterhouse Canada
Ontario, Canada
$5.77K
OIA
134
Optimum Investment Advisors
Illinois
$5.67K
AWM
135
Accredited Wealth Management
Kentucky
$5.67K
HCA
136
Harbor Capital Advisors
Illinois
$5K
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$4K
FFA
138
Farther Finance Advisors
California
$3.66K
S
139
SignatureFD
Georgia
$3.4K
GI
140
GAMMA Investing
California
$3.07K
Optiver Holding
141
Optiver Holding
Netherlands
$2.36K
LFG
142
Larson Financial Group
Missouri
$929
SCM
143
Sterling Capital Management
North Carolina
$680
RIL
144
Rothschild Investment LLC
Illinois
$283
TWD
145
True Wealth Design
Ohio
$272
AF
146
Allworth Financial
California
$91
EWA
147
EverSource Wealth Advisors
Alabama
$23
Norges Bank
148
Norges Bank
Norway
SWP
149
Stratos Wealth Partners
Ohio
TFS
150
Thoroughbred Financial Services
Tennessee