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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 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $17.2M | Put options by funds: $8.48M

74% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 35

11.83% more ownership

Funds ownership: 58.96%70.79% (+12%)

5% more capital invested

Capital invested by funds: $215M → $227M (+$11.6M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 35

1% less funds holding

Funds holding: 148147 (-1)

Holders
147
Holders Change
-1
Holders Change %
-0.68%
% of All Funds
1.93%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
35
Increased
61
Reduced
35
Closed
35
Calls
$17.2M
Puts
$8.48M
Net Calls
+$8.74M
Net Calls Change
-$5.52M
Name Holding Trade Value Shares
Change
Change in
Stake
AW
126
Avion Wealth
Texas
$11K
PG
127
Proffitt & Goodson
Tennessee
$9.63K +$9.55K +850 New
Wealth Enhancement Advisory Services
128
Wealth Enhancement Advisory Services
Minnesota
$8.93K +$9.91K +882 New
AAP
129
Arax Advisory Partners
Colorado
$8.57K +$8.49K +756 New
ACM
130
Aster Capital Management
United Arab Emirates
$7.75K +$7.68K +684 New
AB
131
Amalgamated Bank
New York
$7K
SS
132
SBI Securities
Japan
$5.99K -$7.96K -709 -57%
TWC
133
TD Waterhouse Canada
Ontario, Canada
$5.77K -$5.58K -497 -49%
OIA
134
Optimum Investment Advisors
Illinois
$5.67K
AWM
135
Accredited Wealth Management
Kentucky
$5.67K +$48.2K +4,293 New
HCA
136
Harbor Capital Advisors
Illinois
$5K +$247 +22 +5%
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$4K +$90 +8 +2%
FFA
138
Farther Finance Advisors
California
$3.66K -$3.99K -355 -52%
S
139
SignatureFD
Georgia
$3.4K +$3.37K +300 New
GI
140
GAMMA Investing
California
$3.07K -$708 -63 -19%
Optiver Holding
141
Optiver Holding
Netherlands
$2.36K +$2.34K +208 New
LFG
142
Larson Financial Group
Missouri
$929 +$79 +7 +9%
SCM
143
Sterling Capital Management
North Carolina
$680 +$11 +1 +2%
RIL
144
Rothschild Investment LLC
Illinois
$283 -$225 -20 -44%
TWD
145
True Wealth Design
Ohio
$272
AF
146
Allworth Financial
California
$91 +$90 +8 New
EWA
147
EverSource Wealth Advisors
Alabama
$23
Norges Bank
148
Norges Bank
Norway
-$1.59M -113,900 Closed
NFG
149
Norris Financial Group
South Carolina
-$1.28M -91,224 Closed
SWP
150
Stratos Wealth Partners
Ohio
-$1.24M -88,434 Closed

OPFI Hedge Fund Activity: Q3 2025 in Review

147 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in OppFi (OPFI) for Q3 2025, worth a combined $227M — up 5.4% from $215M a quarter earlier.

Fund positioning in OPFI was balanced in Q3 2025: 35 funds opened new positions, 35 closed out, 61 added to existing stakes and 35 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $9.48M. The largest seller was Wells Fargo, cutting an estimated $2.75M.

  • 147 institutional investors held OppFi (OPFI) as of Q3 2025, down from 148 in Q2 2025.
  • Funds reported $227M of OppFi stock for Q3 2025, up 5.4% quarter-over-quarter.
  • 35 funds opened new OppFi positions in Q3 2025 and 35 closed out, a net change of 0 holders.
  • The largest OppFi buyer in Q3 2025 was Wellington Management Group, an estimated $9.48M added.
  • The largest OppFi seller in Q3 2025 was Wells Fargo, an estimated $2.75M sold.

Based on aggregated 13F filings for Q3 2025.