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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
LCM
51
Legato Capital Management
California
$446K +$445K +84,338 New
JF
52
Jump Financial
Illinois
$389K -$382K -72,417 -50%
CCIA
53
Campbell & Co Investment Adviser
Maryland
$389K +$215K +40,737 +125%
N
54
Nuveen
North Carolina
$378K +$147K +27,933 +64%
Mackenzie Financial
55
Mackenzie Financial
Ontario, Canada
$365K +$62.7K +11,891 +21%
PP
56
PDT Partners
New York
$362K +$70.4K +13,340 +24%
PAM
57
Panagora Asset Management
Massachusetts
$354K
HSBC Holdings
58
HSBC Holdings
United Kingdom
$314K +$199K +37,647 +176%
MAM
59
Martingale Asset Management
Massachusetts
$313K -$21 -4 -0%
Prudential Financial
60
Prudential Financial
New Jersey
$312K +$18.8K +3,565 +6%
Man Group
61
Man Group
United Kingdom
$263K +$263K +49,775 New
Jane Street
62
Jane Street
New York
$251K -$312K -59,184 -56%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$250K -$22.2K -4,214 -8%
XT
64
XTX Topco
Cayman Islands
$248K -$47.4K -8,982 -16%
Wells Fargo
65
Wells Fargo
California
$240K +$81.1K +15,381 +51%
State of Wisconsin Investment Board
66
State of Wisconsin Investment Board
Wisconsin
$233K -$51.1K -9,688 -18%
Verition Fund Management
67
Verition Fund Management
Connecticut
$232K
VOYA Investment Management
68
VOYA Investment Management
Georgia
$227K +$56.3K +10,677 +33%
GCM
69
Graham Capital Management
Connecticut
$213K -$4.38K -830 -2%
Federated Hermes
70
Federated Hermes
Pennsylvania
$212K +$104K +19,688 +97%
DTL
71
Dynamic Technology Lab
Singapore
$208K +$8.09K +1,533 +4%
DV
72
DAG Ventures
California
$203K +$203K +38,452 New
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$170K +$10K +1,896 +6%
SEI Investments
74
SEI Investments
Pennsylvania
$149K +$148K +28,081 New
State of Tennessee, Department of Treasury
75
State of Tennessee, Department of Treasury
Tennessee
$145K +$141K +26,802 New