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OptimumBank Holdings

20 hedge funds and large institutions have $6.71M invested in OptimumBank Holdings in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 2

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

19% more capital invested

Capital invested by funds: $5.63M → $6.71M (+$1.07M)

11% more funds holding

Funds holding: 1820 (+2)

2.15% more ownership

Funds ownership: 11.73%13.88% (+2.2%)

Holders
20
Holders Change
+2
Holders Change %
+11.11%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
10
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$1.92M +$481K +107,381 +30%
FL
2
Fourthstone LLC
Missouri
$1.42M +$1.44M +321,153 +1,269%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.25M +$7.56K +1,687 +0.6%
Renaissance Technologies
4
Renaissance Technologies
New York
$482K -$86.2K -19,216 -14%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$412K +$94.1K +20,982 +26%
Morgan Stanley
6
Morgan Stanley
New York
$411K
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$286K +$13.9K +3,091 +5%
BCM
8
Bridgeway Capital Management
Texas
$130K +$74.4K +16,600 +111%
Goldman Sachs
9
Goldman Sachs
New York
$118K +$25.6K +5,720 +25%
BlackRock
10
BlackRock
New York
$86.4K -$1.8K -402 -2%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$75.2K +$82K +18,287 New
State Street
12
State Street
Massachusetts
$46.5K
Northern Trust
13
Northern Trust
Illinois
$44.4K +$48.4K +10,801 New
UBS Group
14
UBS Group
Switzerland
$6.76K +$1.82K +407 +33%
TRCT
15
Tower Research Capital (TRC)
New York
$5.76K +$2.96K +661 +89%
NA
16
NewEdge Advisors
Louisiana
$4.76K +$5.19K +1,158 New
Bank of America
17
Bank of America
North Carolina
$345 +$63 +14 +20%
JP Morgan Chase
18
JP Morgan Chase
New York
$70 +$76 +17 New
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$58 +$63 +14 New
Wells Fargo
20
Wells Fargo
California
$4
IFG
21
Independent Financial Group
California
-$168K -35,353 Closed
Acadian Asset Management
22
Acadian Asset Management
Massachusetts
-$24K -5,061 Closed
Federated Hermes
23
Federated Hermes
Pennsylvania
-$757 -159 Closed

OPHC Hedge Fund Activity: Q1 2025 in Review

20 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in OptimumBank Holdings (OPHC) for Q1 2025, worth a combined $6.71M — up 19% from $5.63M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new OPHC positions and 3 closed out — a net gain of 2 holders — while 10 added to existing stakes and 2 trimmed.

The largest buyer was Fourthstone LLC, adding an estimated $1.44M. The largest seller was Independent Financial Group, exiting entirely with an estimated $168K sold.

  • 20 institutional investors held OptimumBank Holdings (OPHC) as of Q1 2025, up from 18 in Q4 2024.
  • Funds reported $6.71M of OptimumBank Holdings stock for Q1 2025, up 19% quarter-over-quarter.
  • 5 funds opened new OptimumBank Holdings positions in Q1 2025 and 3 closed out, a net change of +2 holders.
  • The largest OptimumBank Holdings buyer in Q1 2025 was Fourthstone LLC, an estimated $1.44M added.
  • The largest OptimumBank Holdings seller in Q1 2025 was Independent Financial Group, an estimated $168K sold.

Based on aggregated 13F filings for Q1 2025.