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129 hedge funds and large institutions have $107M invested in OppFi in 2025 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 42 increasing their positions, 29 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 25

45% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 29

23% more call options, than puts

Call options by funds: $18.1M | Put options by funds: $14.7M

19% more funds holding

Funds holding: 108129 (+21)

16% more capital invested

Capital invested by funds: $92.5M → $107M (+$14.7M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9.3% less ownership

Funds ownership: 56.9%47.6% (-9.3%)

Holders
129
Holders Change
+21
Holders Change %
+19.44%
% of All Funds
1.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
46
Increased
42
Reduced
29
Closed
25
Calls
$18.1M
Puts
$14.7M
Net Calls
+$3.37M
Net Calls Change
+$1.95M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
126
Sterling Capital Management
North Carolina
$177
EWA
127
EverSource Wealth Advisors
Alabama
$121 +$123 +11 +550%
RCM
128
Raleigh Capital Management
North Carolina
$102 +$123 +11 New
TWD
129
True Wealth Design
Ohio
$56 +$67 +6 New
IA
130
IFP Advisors
Florida
$37
Marshall Wace
131
Marshall Wace
United Kingdom
-$4.73M -617,366 Closed
ECM
132
Elgethun Capital Management
South Dakota
-$4.02M -525,378 Closed
SBH
133
Segall Bryant & Hamill
Illinois
-$3.69M -481,081 Closed
Los Angeles Capital Management
134
Los Angeles Capital Management
California
-$1.14M -148,344 Closed
Acadian Asset Management
135
Acadian Asset Management
Massachusetts
-$873K -114,330 Closed
AG
136
Algert Global
California
-$296K -38,650 Closed
Janney Montgomery Scott
137
Janney Montgomery Scott
Pennsylvania
-$260K -33,900 Closed
Cambridge Investment Research Advisors
138
Cambridge Investment Research Advisors
Iowa
-$242K -31,590 Closed
HFM
139
Harvest Fund Management
China
-$231K -30,189 Closed
BBA
140
Baader Bank Aktiengesellschaft
Germany
-$195K -25,392 Closed
OQS
141
Occudo Quantitative Strategies
Florida
-$190K -24,742 Closed
IFG
142
Independent Financial Group
California
-$179K -23,303 Closed
State of Tennessee, Department of Treasury
143
State of Tennessee, Department of Treasury
Tennessee
-$155K -20,256 Closed
Mackenzie Financial
144
Mackenzie Financial
Ontario, Canada
-$131K -17,149 Closed
HBCM
145
Heron Bay Capital Management
Michigan
-$101K -13,219 Closed
Mariner
146
Mariner
Kansas
-$92.9K -12,124 Closed
Jane Street
147
Jane Street
New York
-$123K -11,003 Closed
HW
148
Hamilton Wealth
California
-$76.6K -10,000 Closed
AA
149
Ancora Advisors
Ohio
-$65.1K -8,500 Closed
Group One Trading
150
Group One Trading
Illinois
-$74.7K -6,706 Closed

OPFI Hedge Fund Activity: Q1 2025 in Review

129 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in OppFi (OPFI) for Q1 2025, worth a combined $107M — up 16% from $92.5M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new OPFI positions and 25 closed out — a net gain of 21 holders — while 42 added to existing stakes and 29 trimmed.

The largest buyer was Millennium Management, adding an estimated $7.01M. The largest seller was Marshall Wace, exiting entirely with an estimated $4.73M sold.

  • 129 institutional investors held OppFi (OPFI) as of Q1 2025, up from 108 in Q4 2024.
  • Funds reported $107M of OppFi stock for Q1 2025, up 16% quarter-over-quarter.
  • 46 funds opened new OppFi positions in Q1 2025 and 25 closed out, a net change of +21 holders.
  • The largest OppFi buyer in Q1 2025 was Millennium Management, an estimated $7.01M added.
  • The largest OppFi seller in Q1 2025 was Marshall Wace, an estimated $4.73M sold.

Based on aggregated 13F filings for Q1 2025.