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OptimumBank Holdings

20 hedge funds and large institutions have $8.28M invested in OptimumBank Holdings in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 3

23% more capital invested

Capital invested by funds: $6.71M → $8.28M (+$1.57M)

1.88% more ownership

Funds ownership: 13.88%15.76% (+1.9%)

0% more funds holding

Funds holding: 2020 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

Holders
20
Holders Change
Holders Change %
0%
% of All Funds
0.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
11
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$2.39M +$289K +66,947 +14%
FL
2
Fourthstone LLC
Missouri
$2.24M +$666K +154,399 +45%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.41M +$53.6K +12,434 +4%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$458K +$8.78K +2,036 +2%
Renaissance Technologies
5
Renaissance Technologies
New York
$449K -$72.7K -16,857 -14%
Morgan Stanley
6
Morgan Stanley
New York
$447K
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$320K +$9.96K +2,310 +3%
BCM
8
Bridgeway Capital Management
Texas
$141K
BlackRock
9
BlackRock
New York
$108K +$13.5K +3,121 +15%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$97.9K +$15.5K +3,604 +20%
Brown Advisory
11
Brown Advisory
Maryland
$89.4K +$86.2K +20,000 New
State Street
12
State Street
Massachusetts
$50.6K
Northern Trust
13
Northern Trust
Illinois
$48.3K
Wells Fargo
14
Wells Fargo
California
$14K +$13.5K +3,125 +312,500%
NA
15
NewEdge Advisors
Louisiana
$5.29K +$112 +26 +2%
TRCT
16
Tower Research Capital (TRC)
New York
$4.04K -$2.15K -498 -36%
UBS Group
17
UBS Group
Switzerland
$2.25K -$4.92K -1,140 -69%
Osaic Holdings
18
Osaic Holdings
Arizona
$447 +$431 +100 New
Bank of America
19
Bank of America
North Carolina
$416 +$39 +9 +11%
JP Morgan Chase
20
JP Morgan Chase
New York
$94 +$17 +4 +24%
Goldman Sachs
21
Goldman Sachs
New York
-$118K -28,809 Closed
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
-$58 -14 Closed

OPHC Hedge Fund Activity: Q2 2025 in Review

20 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in OptimumBank Holdings (OPHC) for Q2 2025, worth a combined $8.28M — up 23% from $6.71M a quarter earlier.

Fund positioning in OPHC was balanced in Q2 2025: 2 funds opened new positions, 2 closed out, 11 added to existing stakes and 3 trimmed.

The largest buyer was Fourthstone LLC, adding an estimated $666K. The largest seller was Goldman Sachs, exiting entirely with an estimated $118K sold.

  • 20 institutional investors held OptimumBank Holdings (OPHC) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $8.28M of OptimumBank Holdings stock for Q2 2025, up 23% quarter-over-quarter.
  • 2 funds opened new OptimumBank Holdings positions in Q2 2025 and 2 closed out, a net change of 0 holders.
  • The largest OptimumBank Holdings buyer in Q2 2025 was Fourthstone LLC, an estimated $666K added.
  • The largest OptimumBank Holdings seller in Q2 2025 was Goldman Sachs, an estimated $118K sold.

Based on aggregated 13F filings for Q2 2025.