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Oportun Financial
OPRT

Overview Fund Activity

94 hedge funds and large institutions have $144M invested in Oportun Financial in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 45 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+18
Holders Change %
+23.68%
% of All Funds
1.28%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
25
Increased
45
Reduced
19
Closed
6
Calls
$291K
Puts
$311K
Net Calls
-$20K
Net Calls Change
+$259K

Top Buyers

1
PCM
Portolan Capital Management
Massachusetts
$4.49M
2
Marshall Wace
Marshall Wace
United Kingdom
$6.06M
3
Boston Partners
Boston Partners
Massachusetts
$2.73M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.74M
5
Millennium Management
Millennium Management
New York
$10.6M

Top Sellers

1
RC
RBF Capital
California
$1.71M
2
EH
EMG Holdings
Connecticut
$764K
3
AI
Acuitas Investments
Washington
$3.92M
4
USPCM
Union Square Park Capital Management
New York
$0
5
LFCM
Long Focus Capital Management
Puerto Rico
$8.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
HBCM
76
Heron Bay Capital Management
Michigan
$85.1K +$933 +170 +1%
OQS
77
Occudo Quantitative Strategies
Florida
$73.6K +$73.6K +13,126 New
ECM
78
ExodusPoint Capital Management
New York
$70K +$70K +12,680 New
Simplex Trading
79
Simplex Trading
Illinois
$56K +$40.5K +7,446 +261%
BNP Paribas Financial Markets
80
BNP Paribas Financial Markets
France
$35.9K +$34.1K +6,209 +1,910%
TRCT
81
Tower Research Capital (TRC)
New York
$20.4K +$9.3K +1,694 +84%
QL
82
Quarry LP
New York
$17K +$17K +3,088 New
PD
83
Point72 (DIFC)
United Arab Emirates
$15.9K +$7.08K +1,290 +80%
US Bancorp
84
US Bancorp
Minnesota
$15.4K -$357 -65 -2%
Royal Bank of Canada
85
Royal Bank of Canada
Ontario, Canada
$11K +$9.93K +1,729 +925%
Citigroup
86
Citigroup
New York
$10.8K -$147K -26,837 -93%
National Bank of Canada
87
National Bank of Canada
Quebec, Canada
$5.3K +$5.3K +969 New
Fidelity Investments
88
Fidelity Investments
Massachusetts
$5.21K +$1.54K +280 +42%
Osaic Holdings
89
Osaic Holdings
Arizona
$439 +$439 +80 New
AP
90
Aspect Partners
Virginia
$329 +$329 +60 New
SS
91
SBI Securities
Japan
$285 +$5 +1 +2%
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$198 +$198 +36 New
CIBC Private Wealth Group
93
CIBC Private Wealth Group
Georgia
$87 – – –
USPCM
94
Union Square Park Capital Management
New York
– -$2.07M -532,879 Closed
Ameriprise
95
Ameriprise
Minnesota
– -$88.6K -22,829 Closed
Ohio Public Employees Retirement System (OPERS)
96
Ohio Public Employees Retirement System (OPERS)
Ohio
– -$37.4K -9,641 Closed
RS
97
R Squared
Hong Kong
– -$10.2K -2,630 Closed
Wells Fargo
98
Wells Fargo
California
– -$438 -113 Closed
CFGS
99
Concourse Financial Group Securities
Alabama
– -$87 -23 Closed
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