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 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

3% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 34

0% more funds holding

Funds holding: 147147 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

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
$17.2M
Puts
$8.48M
Net Calls
Net Calls Change

Top Buyers

1 +$9.56M
2 +$5.48M
3 +$4.73M
4
Citadel Advisors
Citadel Advisors
Florida
+$4.09M
5
UBS Group
UBS Group
Switzerland
+$3.83M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
151
Ameriprise
Minnesota
SSA
152
Sierra Summit Advisors
Nevada
BAM
153
Bosun Asset Management
Illinois
Susquehanna International Group
154
Susquehanna International Group
Pennsylvania
Kovitz Investment Group Partners
155
Kovitz Investment Group Partners
Illinois
SPC
156
Sigma Planning Corp
Michigan
KPWS
157
Kestra Private Wealth Services
Texas
VA
158
Vident Advisory
Georgia
TI
159
Tidal Investments
Wisconsin
BBA
160
Baader Bank Aktiengesellschaft
Germany
QC
161
Quadrature Capital
United Kingdom
XT
162
XTX Topco
Cayman Islands
VF
163
Virtu Financial
New York
ACM
164
Advent Capital Management
New York
BFA
165
Brendel Financial Advisors
New Hampshire
PAM
166
Panagora Asset Management
Massachusetts
BHCM
167
Brevan Howard Capital Management
Jersey
TSMHT
168
Thurston Springer Miller Herd & Titak
Indiana
IMC Chicago
169
IMC Chicago
Illinois
Creative Planning
170
Creative Planning
Kansas
SG Americas Securities
171
SG Americas Securities
New York
AWM
172
AE Wealth Management
Kansas
GI
173
GAMCO Investors
Connecticut
National Bank of Canada
174
National Bank of Canada
Quebec, Canada
MLA
175
MB, Levis & Associates
Pennsylvania