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Oportun Financial

120 hedge funds and large institutions have $179M invested in Oportun Financial in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 49 increasing their positions, 31 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 31

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.89% less ownership

Funds ownership: 77.39%76.5% (-0.89%)

10% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 21

4% less funds holding

Funds holding: 125120 (-5)

15% less capital invested

Capital invested by funds: $210M → $179M (-$31.5M)

76% less call options, than puts

Call options by funds: $112K | Put options by funds: $473K

Holders
120
Holders Change
-5
Holders Change %
-4%
% of All Funds
1.46%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
19
Increased
49
Reduced
31
Closed
21
Calls
$112K
Puts
$473K
Net Calls
-$361K
Net Calls Change
-$728K
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$1.44M -$1.54M -291,500 -52%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$1.2M +$735K +139,410 +158%
Point72 Asset Management
28
Point72 Asset Management
Connecticut
$1.07M +$1.07M +202,308 New
BFG
29
Berger Financial Group
Minnesota
$1.04M
Connor, Clark & Lunn Investment Management (CC&L)
30
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$915K -$628K -119,087 -41%
EF
31
Empowered Funds
Pennsylvania
$910K +$91.5K +17,349 +11%
JP Morgan Chase
32
JP Morgan Chase
New York
$851K -$313K -59,431 -27%
Squarepoint
33
Squarepoint
New York
$822K +$542K +102,769 +196%
Russell Investments Group
34
Russell Investments Group
United Kingdom
$796K +$776K +147,171 +4,475%
Barclays
35
Barclays
United Kingdom
$793K +$285K +53,954 +56%
APCM
36
Arbiter Partners Capital Management
New York
$746K +$744K +141,109 New
EH
37
EMG Holdings
Connecticut
$736K
Renaissance Technologies
38
Renaissance Technologies
New York
$699K -$401K -76,000 -37%
WG
39
Winton Group
United Kingdom
$698K -$258K -48,844 -27%
TI
40
Trexquant Investment
Connecticut
$678K +$459K +87,004 +211%
IQI
41
Integrated Quantitative Investments
Washington
$661K +$489K +92,815 +288%
Marshall Wace
42
Marshall Wace
United Kingdom
$640K -$1.43M -270,414 -69%
Bank of America
43
Bank of America
North Carolina
$611K +$352K +66,738 +137%
Charles Schwab
44
Charles Schwab
California
$602K -$26 -5 -0%
GC
45
Globeflex Capital
California
$544K
Invesco
46
Invesco
Georgia
$530K -$28.1K -5,320 -5%
AQR Capital Management
47
AQR Capital Management
Connecticut
$528K +$302K +57,174 +134%
UBS Group
48
UBS Group
Switzerland
$511K +$61.4K +11,645 +14%
Principal Financial Group
49
Principal Financial Group
Iowa
$490K +$157K +29,703 +47%
SOW
50
State of Wyoming
Wyoming
$451K -$1.15K -218 -0.3%