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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
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$2.35K
GI
127
GAMMA Investing
California
$2.31K
Optiver Holding
128
Optiver Holding
Netherlands
$1.52K
SIS
129
Sound Income Strategies
Florida
$1.36K
EP
130
Essential Partners
California
$1.35K
SCM
131
Sterling Capital Management
North Carolina
$1.23K
CIAM
132
Caitong International Asset Management
Hong Kong
$1.23K
LFG
133
Larson Financial Group
Missouri
$879
UBS AM
134
UBS AM
Illinois
$740
BFPW
135
BOK Financial Private Wealth
Colorado
$471
FFO
136
Fortitude Family Office
Arizona
$463
William Blair & Company
137
William Blair & Company
Illinois
$278
RFP
138
Root Financial Partners
California
$154
FFA
139
Farther Finance Advisors
California
$144
TWD
140
True Wealth Design
Ohio
$139
RIL
141
Rothschild Investment LLC
Illinois
$93
MCM
142
MAI Capital Management
Ohio
$78
AF
143
Allworth Financial
California
$39
EWA
144
EverSource Wealth Advisors
Alabama
$15
IA
145
IFP Advisors
Florida
$15
CCA
146
Cygnus Capital Advisors
Georgia
$8
Two Sigma Advisers
147
Two Sigma Advisers
New York
Principal Financial Group
148
Principal Financial Group
Iowa
Point72 Asset Management
149
Point72 Asset Management
Connecticut
DC
150
Davenport & Co
Virginia