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Oportun Financial
OPRT

106 hedge funds and large institutions have $231M invested in Oportun Financial in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 36 increasing their positions, 28 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

279% more call options, than puts

Call options by funds: $1.33M | Put options by funds: $352K

67% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 18

61% more capital invested

Capital invested by funds: $144M → $231M (+$86.9M)

29% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 28

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

13% more funds holding

Funds holding: 94 → 106 (+12)

2.03% more ownership

Funds ownership: 71.38% → 73.4% (+2%)

Holders
106
Holders Change
+12
Holders Change %
+12.77%
% of All Funds
1.4%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
30
Increased
36
Reduced
28
Closed
18
Calls
$1.33M
Puts
$352K
Net Calls
+$981K
Net Calls Change
+$1M

Top Buyers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
+$23.6M
2
BlackRock
BlackRock
New York
+$10M
3
CC
Cannell Capital
Wyoming
+$9.47M
4
PCM
Portolan Capital Management
Massachusetts
+$4.81M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$2.65M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$3.62M
2
FCM
Findell Capital Management
New York
-$3.39M
3
Marshall Wace
Marshall Wace
United Kingdom
-$3.17M
4
MA
Madrone Advisors
California
-$3.14M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
26
Bridgeway Capital Management
Texas
$1.88M +$70.4K +11,731 +5%
JP Morgan Chase
27
JP Morgan Chase
New York
$1.78M +$460K +76,695 +45%
Northern Trust
28
Northern Trust
Illinois
$1.71M +$1.03M +171,937 +259%
KCM
29
Kennedy Capital Management
Missouri
$1.65M +$120K +20,018 +10%
Morgan Stanley
30
Morgan Stanley
New York
$1.62M +$226K +37,636 +20%
BFG
31
Berger Financial Group
Minnesota
$1.41M – – –
JF
32
Jump Financial
Illinois
$1.16M +$544K +90,725 +126%
Goldman Sachs
33
Goldman Sachs
New York
$1.16M -$911K -151,926 -48%
D.E. Shaw & Co
34
D.E. Shaw & Co
New York
$1.13M -$377K -62,812 -28%
EH
35
EMG Holdings
Connecticut
$996K – – –
EI
36
EAM Investors
California
$987K -$69.3K -11,550 -8%
EF
37
Empowered Funds
Pennsylvania
$979K +$70.4K +11,731 +9%
WG
38
Winton Group
United Kingdom
$886K +$301K +50,234 +68%
GCP
39
GSA Capital Partners
United Kingdom
$862K +$122K +20,266 +20%
Bank of America
40
Bank of America
North Carolina
$845K -$928K -154,720 -57%
SOW
41
State of Wyoming
Wyoming
$783K +$656K +109,375 New
Walleye Capital
42
Walleye Capital
New York
$771K -$1.12M -186,298 -63%
RC
43
RBF Capital
California
$770K -$1.22M -203,550 -65%
Charles Schwab
44
Charles Schwab
California
$716K +$504K +83,939 +525%
CSS
45
Cubist Systematic Strategies
Connecticut
$687K -$266K -44,280 -32%
Arrowstreet Capital
46
Arrowstreet Capital
Massachusetts
$667K +$245K +40,913 +78%
BNP Paribas Financial Markets
47
BNP Paribas Financial Markets
France
$639K +$496K +82,752 +1,266%
GC
48
Globeflex Capital
California
$586K – – –
Bank of New York Mellon
49
Bank of New York Mellon
New York
$554K +$464K +77,310 New
Barclays
50
Barclays
United Kingdom
$550K +$320K +53,352 +228%
1
2
3 4 5

OPRT Hedge Fund Activity: Q2 2025 in Review

106 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Oportun Financial (OPRT) for Q2 2025, worth a combined $231M — up 61% from $144M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new OPRT positions and 18 closed out — a net gain of 12 holders — while 36 added to existing stakes and 28 trimmed.

The largest buyer was Neuberger Berman Group, opening a new position worth an estimated $23.6M. The largest seller was Millennium Management, cutting an estimated $3.62M.

  • 106 institutional investors held Oportun Financial (OPRT) as of Q2 2025, up from 94 in Q1 2025.
  • Funds reported $231M of Oportun Financial stock for Q2 2025, up 61% quarter-over-quarter.
  • 30 funds opened new Oportun Financial positions in Q2 2025 and 18 closed out, a net change of +12 holders.
  • The largest Oportun Financial buyer in Q2 2025 was Neuberger Berman Group, an estimated $23.6M added.
  • The largest Oportun Financial seller in Q2 2025 was Millennium Management, an estimated $3.62M sold.

Based on aggregated 13F filings for Q2 2025.