OppFi
OPFI
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.
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: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 35
1% less funds holding
Funds holding: 148 → 147 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$9.48M |
| 2 |
JP Morgan Chase
New York
|
+$5.43M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
+$4.69M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$4.05M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$3.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$2.75M |
| 2 |
NFG
Norris Financial Group
Greenville,
South Carolina
|
-$1.28M |
| 3 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$1.24M |
| 4 |
TFS
Thoroughbred Financial Services
Brentwood,
Tennessee
|
-$1.16M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.15M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MLA
176
MB, Levis & Associates
Center Valley,
Pennsylvania
| – | -$7K | -500 | Closed |
|
|
PS
177
Principal Securities
Des Moines,
Iowa
| – | -$5.6K | -400 | Closed |
|
|
UCB
178
United Community Bank
Greenville,
South Carolina
| – | -$2.8K | -200 | Closed |
|
|
SC
179
Stephens Consulting
Flint,
Michigan
| – | -$560 | -40 | Closed |
|
180
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$336 | -24 | Closed |
|
181
Nisa Investment Advisors
St. Louis,
Missouri
| – | -$224 | -16 | Closed |
|
|
RCM
182
Raleigh Capital Management
Cary,
North Carolina
| – | -$158 | -11 | 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.