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142 hedge funds and large institutions have $226M invested in OppFi in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 53 increasing their positions, 44 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 44

13% more call options, than puts

Call options by funds: $10.8M | Put options by funds: $9.58M

7.29% more ownership

Funds ownership: 70.79%78.08% (+7.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 24

0% less capital invested

Capital invested by funds: $227M → $226M (-$1.11M)

3% less funds holding

Funds holding: 147142 (-5)

Holders
142
Holders Change
-5
Holders Change %
-3.4%
% of All Funds
1.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
53
Reduced
44
Closed
24
Calls
$10.8M
Puts
$9.58M
Net Calls
+$1.22M
Net Calls Change
-$7.52M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$25.9M +$16.5M +1,630,450 +193%
BlackRock
2
BlackRock
New York
$20.8M +$1.79M +176,012 +10%
Vanguard Group
3
Vanguard Group
Pennsylvania
$17.1M +$495K +48,840 +3%
UBS Group
4
UBS Group
Switzerland
$11.9M +$3.42M +337,216 +42%
Morgan Stanley
5
Morgan Stanley
New York
$9.42M +$622K +61,373 +7%
N
6
Nuveen
North Carolina
$7.89M +$2.67M +263,744 +54%
JP Morgan Chase
7
JP Morgan Chase
New York
$7.72M -$426K -41,978 -5%
Two Sigma Investments
8
Two Sigma Investments
New York
$6.74M -$16.3K -1,603 -0.2%
Renaissance Technologies
9
Renaissance Technologies
New York
$6.45M -$381K -37,607 -6%
Millennium Management
10
Millennium Management
New York
$6.38M -$4.73M -466,701 -43%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$6.32M +$356K +35,055 +6%
Citadel Advisors
12
Citadel Advisors
Florida
$5.95M +$1.99M +196,311 +53%
Two Sigma Advisers
13
Two Sigma Advisers
New York
$5.78M -$163K -16,100 -3%
State Street
14
State Street
Massachusetts
$5.58M +$617K +60,827 +13%
Tudor Investment Corp
15
Tudor Investment Corp
Connecticut
$5.46M -$11.9K -1,174 -0.2%
LP
16
LB Partners
Virginia
$5.23M
Goldman Sachs
17
Goldman Sachs
New York
$5.15M -$1.82M -179,625 -27%
TI
18
Trexquant Investment
Connecticut
$4.6M +$776K +76,464 +21%
GC
19
Globeflex Capital
California
$3.5M
PP
20
PDT Partners
New York
$3.41M +$771K +76,005 +30%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$2.97M +$2.06M +202,786 +249%
Principal Financial Group
22
Principal Financial Group
Iowa
$2.8M +$1M +98,899 +59%
Jane Street
23
Jane Street
New York
$2.71M +$1.08M +106,332 +70%
Bank of America
24
Bank of America
North Carolina
$2.64M +$1.79M +176,947 +234%
Point72 Asset Management
25
Point72 Asset Management
Connecticut
$2.19M +$2.13M +209,841 New

OPFI Hedge Fund Activity: Q4 2025 in Review

142 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in OppFi (OPFI) for Q4 2025, worth a combined $226M — down 0.49% from $227M a quarter earlier.

Fund positioning in OPFI was balanced in Q4 2025: 24 funds opened new positions, 24 closed out, 53 added to existing stakes and 44 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $16.5M. The largest seller was Millennium Management, cutting an estimated $4.73M.

  • 142 institutional investors held OppFi (OPFI) as of Q4 2025, down from 147 in Q3 2025.
  • Funds reported $226M of OppFi stock for Q4 2025, down 0.49% quarter-over-quarter.
  • 24 funds opened new OppFi positions in Q4 2025 and 24 closed out, a net change of 0 holders.
  • The largest OppFi buyer in Q4 2025 was Wellington Management Group, an estimated $16.5M added.
  • The largest OppFi seller in Q4 2025 was Millennium Management, an estimated $4.73M sold.

Based on aggregated 13F filings for Q4 2025.