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Oportun Financial

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: 45 (+1)

13% more funds holding

Funds holding: 94106 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
51
Simplex Trading
Illinois
$519K +$373K +62,254 +604%
American Century Companies
52
American Century Companies
Missouri
$518K +$107K +17,788 +33%
PAM
53
Panagora Asset Management
Massachusetts
$479K +$401K +66,831 New
Qube Research & Technologies (QRT)
54
Qube Research & Technologies (QRT)
United Kingdom
$417K -$1.2M -199,709 -77%
XT
55
XTX Topco
Cayman Islands
$395K -$77.5K -12,922 -19%
PP
56
PDT Partners
New York
$394K +$146K +24,379 +80%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$380K -$2.68M -446,631 -89%
Mackenzie Financial
58
Mackenzie Financial
Ontario, Canada
$362K +$303K +50,569 New
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$348K +$292K +48,650 New
UBS Group
60
UBS Group
Switzerland
$346K +$122K +20,382 +73%
Verition Fund Management
61
Verition Fund Management
Connecticut
$314K -$285K -47,563 -52%
N
62
Nuveen
North Carolina
$312K +$261K +43,517 New
IQI
63
Integrated Quantitative Investments
Washington
$230K +$193K +32,093 New
MAM
64
Martingale Asset Management
Massachusetts
$200K +$168K +27,993 New
HSBC Holdings
65
HSBC Holdings
United Kingdom
$195K +$37.9K +6,322 +32%
Squarepoint
66
Squarepoint
New York
$192K -$297K -49,595 -65%
HBCM
67
Heron Bay Capital Management
Michigan
$176K +$54.7K +9,127 +59%
Cerity Partners
68
Cerity Partners
New York
$174K
Wells Fargo
69
Wells Fargo
California
$154K +$129K +21,486 New
MIM
70
MetLife Investment Management
New Jersey
$147K +$123K +20,561 New
Federated Hermes
71
Federated Hermes
Pennsylvania
$146K -$149K -24,908 -55%
EH
72
Equitable Holdings
New York
$143K
Mirae Asset Global ETFs Holdings
73
Mirae Asset Global ETFs Holdings
Hong Kong
$131K +$110K +18,325 New
T. Rowe Price Associates
74
T. Rowe Price Associates
Maryland
$121K +$101K +16,796 New
GS
75
GWN Securities
Florida
$120K +$100K +16,748 New

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.