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
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
$25.9M
Puts
$11.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWC
126
TD Waterhouse Canada
Ontario, Canada
$13.7K
AW
127
Avion Wealth
Texas
$13K
FFA
128
Farther Finance Advisors
California
$9.48K
AB
129
Amalgamated Bank
New York
$9K
OIA
130
Optimum Investment Advisors
Illinois
$7K
MLA
131
MB, Levis & Associates
Pennsylvania
$7K
QL
132
Quarry LP
New York
$6.35K
HCA
133
Harbor Capital Advisors
Illinois
$6K
PS
134
Principal Securities
Iowa
$5.6K
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$5K
GI
136
GAMMA Investing
California
$4.67K
UCB
137
United Community Bank
South Carolina
$2.8K
TRCT
138
Tower Research Capital (TRC)
New York
$1.61K
LFG
139
Larson Financial Group
Missouri
$1.05K
SCM
140
Sterling Capital Management
North Carolina
$825
RIL
141
Rothschild Investment LLC
Illinois
$630
SC
142
Stephens Consulting
Michigan
$560
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
$336
TWD
144
True Wealth Design
Ohio
$336
Nisa Investment Advisors
145
Nisa Investment Advisors
Missouri
$224
RCM
146
Raleigh Capital Management
North Carolina
$158
EWA
147
EverSource Wealth Advisors
Alabama
$28
JF
148
Jump Financial
Illinois
Commonwealth Equity Services
149
Commonwealth Equity Services
Massachusetts
Wolverine Trading
150
Wolverine Trading
Illinois