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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

38% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 21

3% more funds holding

Funds holding: 142146 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 47

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
+4
Holders Change %
+2.82%
% of All Funds
1.8%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
29
Increased
44
Reduced
47
Closed
21
Calls
$6.2M
Puts
$6.96M
Net Calls
-$757K
Net Calls Change
-$1.98M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$2.35K +$1.99K +217 +247%
GI
127
GAMMA Investing
California
$2.31K -$632 -69 -19%
Optiver Holding
128
Optiver Holding
Netherlands
$1.52K
SIS
129
Sound Income Strategies
Florida
$1.36K
EP
130
Essential Partners
California
$1.35K +$1.6K +175 New
SCM
131
Sterling Capital Management
North Carolina
$1.23K
CIAM
132
Caitong International Asset Management
Hong Kong
$1.23K +$1.19K +130 +433%
LFG
133
Larson Financial Group
Missouri
$879 +$128 +14 +14%
UBS AM
134
UBS AM
Illinois
$740 +$879 +96 New
BFPW
135
BOK Financial Private Wealth
Colorado
$471 +$558 +61 New
FFO
136
Fortitude Family Office
Arizona
$463 +$549 +60 New
William Blair & Company
137
William Blair & Company
Illinois
$278 +$330 +36 New
RFP
138
Root Financial Partners
California
$154 +$183 +20 New
FFA
139
Farther Finance Advisors
California
$144 +$37 +4 +27%
TWD
140
True Wealth Design
Ohio
$139 -$55 -6 -25%
RIL
141
Rothschild Investment LLC
Illinois
$93 -$119 -13 -52%
MCM
142
MAI Capital Management
Ohio
$78 +$92 +10 New
AF
143
Allworth Financial
California
$39 +$46 +5 New
EWA
144
EverSource Wealth Advisors
Alabama
$15
IA
145
IFP Advisors
Florida
$15 +$18 +2 New
CCA
146
Cygnus Capital Advisors
Georgia
$8
Two Sigma Advisers
147
Two Sigma Advisers
New York
-$5.78M -552,500 Closed
Principal Financial Group
148
Principal Financial Group
Iowa
-$2.8M -267,683 Closed
Point72 Asset Management
149
Point72 Asset Management
Connecticut
-$2.19M -209,841 Closed
DC
150
Davenport & Co
Virginia
-$950K -90,805 Closed

OPFI Hedge Fund Activity: Q1 2026 in Review

146 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in OppFi (OPFI) for Q1 2026, worth a combined $150M — down 33% from $226M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new OPFI positions and 21 closed out — a net gain of 8 holders — while 44 added to existing stakes and 47 trimmed.

The largest buyer was Two Sigma Investments, adding an estimated $4.14M. The largest seller was UBS Group, cutting an estimated $7.39M.

  • 146 institutional investors held OppFi (OPFI) as of Q1 2026, up from 142 in Q4 2025.
  • Funds reported $150M of OppFi stock for Q1 2026, down 33% quarter-over-quarter.
  • 29 funds opened new OppFi positions in Q1 2026 and 21 closed out, a net change of +8 holders.
  • The largest OppFi buyer in Q1 2026 was Two Sigma Investments, an estimated $4.14M added.
  • The largest OppFi seller in Q1 2026 was UBS Group, an estimated $7.39M sold.

Based on aggregated 13F filings for Q1 2026.