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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
GCM
76
Graham Capital Management
Connecticut
$120K +$100K +16,694 New
MA
77
Madrone Advisors
California
$119K -$3.14M -524,046 -97%
NA
78
NewEdge Advisors
Louisiana
$112K -$50.3K -8,380 -35%
IIM
79
INTECH Investment Management
Florida
$109K +$91.7K +15,286 New
EGM
80
Engineers Gate Manager
New York
$107K -$65.8K -10,974 -42%
CC
81
Corton Capital
Ontario, Canada
$105K +$88.1K +14,695 New
New York State Common Retirement Fund
82
New York State Common Retirement Fund
New York
$96.7K +$81K +13,500 New
Jacobs Levy Equity Management
83
Jacobs Levy Equity Management
New Jersey
$91.7K -$48.6K -8,104 -39%
Manulife (Manufacturers Life Insurance)
84
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$85.2K +$71.4K +11,903 New
Citigroup
85
Citigroup
New York
$80.5K +$55.6K +9,263 +469%
CCM
86
Corsair Capital Management
New York
$71.6K +$60K +10,000 New
Group One Trading
87
Group One Trading
Illinois
$66.6K -$59.1K -9,854 -51%
PFSRSONJ
88
Police & Firemen's Retirement System of New Jersey
New Jersey
$54.5K +$45.7K +7,618 New
Royal Bank of Canada
89
Royal Bank of Canada
Ontario, Canada
$33K +$16.2K +2,701 +141%
AIP
90
Ameritas Investment Partners
Nebraska
$24.5K +$20.5K +3,418 New
TCOT
91
Trust Company of Toledo
Ohio
$22.1K +$18.5K +3,080 New
Legal & General Group
92
Legal & General Group
United Kingdom
$21.8K +$18.2K +3,042 New
US Bancorp
93
US Bancorp
Minnesota
$20K
California State Teachers Retirement System (CalSTRS)
94
California State Teachers Retirement System (CalSTRS)
California
$15K +$12.5K +2,089 New
CA
95
Clearstead Advisors
Ohio
$13.6K +$11.4K +1,903 New
Fidelity Investments
96
Fidelity Investments
Massachusetts
$9.01K +$1.86K +310 +33%
QL
97
Quarry LP
New York
$8.98K -$11K -1,834 -59%
AB
98
Amalgamated Bank
New York
$8K +$6.86K +1,143 New
TRCT
99
Tower Research Capital (TRC)
New York
$6.59K -$16.7K -2,788 -75%
SCM
100
Sterling Capital Management
North Carolina
$6.47K +$5.42K +904 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.