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Oportun Financial

125 hedge funds and large institutions have $210M invested in Oportun Financial in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 46 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 12

64% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 28

18% more funds holding

Funds holding: 106125 (+19)

3.98% more ownership

Funds ownership: 73.4%77.39% (+4%)

9% less capital invested

Capital invested by funds: $231M → $210M (-$20.4M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
125
Holders Change
+19
Holders Change %
+17.92%
% of All Funds
1.64%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
31
Increased
46
Reduced
28
Closed
12
Calls
$367K
Puts
Net Calls
+$367K
Net Calls Change
-$614K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
76
Wells Fargo
California
$185K +$55K +8,547 +40%
EGM
77
Engineers Gate Manager
New York
$157K +$68.3K +10,602 +71%
HBCM
78
Heron Bay Capital Management
Michigan
$152K
Cerity Partners
79
Cerity Partners
New York
$150K
T. Rowe Price Associates
80
T. Rowe Price Associates
Maryland
$148K +$46.1K +7,159 +43%
ZIM
81
Zacks Investment Management
Illinois
$139K +$145K +22,579 New
Citigroup
82
Citigroup
New York
$138K +$72.1K +11,199 +100%
MIM
83
MetLife Investment Management
New Jersey
$137K +$10.6K +1,645 +8%
HSBC Holdings
84
HSBC Holdings
United Kingdom
$129K -$31.2K -4,845 -19%
Federated Hermes
85
Federated Hermes
Pennsylvania
$125K -$741 -115 -0.6%
SG Americas Securities
86
SG Americas Securities
New York
$114K +$119K +18,537 New
Mirae Asset Global ETFs Holdings
87
Mirae Asset Global ETFs Holdings
Hong Kong
$112K -$818 -127 -0.7%
IIM
88
INTECH Investment Management
Florida
$106K +$11.7K +1,823 +12%
CC
89
Centiva Capital
New York
$86.4K +$90.2K +14,000 New
New York State Common Retirement Fund
90
New York State Common Retirement Fund
New York
$83.3K
RC
91
RBF Capital
California
$80.9K -$608K -94,454 -88%
FAM
92
Flaharty Asset Management
Florida
$80.2K +$83.7K +13,000 New
Jacobs Levy Equity Management
93
Jacobs Levy Equity Management
New Jersey
$79K
PA
94
PharVision Advisers
Florida
$77.1K +$80.4K +12,489 New
Manulife (Manufacturers Life Insurance)
95
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$72.7K -$792 -123 -1%
CC
96
Corton Capital
Ontario, Canada
$65.5K -$26.3K -4,085 -28%
PFSRSONJ
97
Police & Firemen's Retirement System of New Jersey
New Jersey
$64.2K +$17.9K +2,786 +37%
VF
98
Virtu Financial
New York
$64K +$66.8K +10,371 New
CCM
99
Corsair Capital Management
New York
$61.7K
Simplex Trading
100
Simplex Trading
Illinois
$48K -$416K -64,634 -89%

OPRT Hedge Fund Activity: Q3 2025 in Review

125 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Oportun Financial (OPRT) for Q3 2025, worth a combined $210M — down 8.9% from $231M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new OPRT positions and 12 closed out — a net gain of 19 holders — while 46 added to existing stakes and 28 trimmed.

The largest buyer was Forager Capital Management, opening a new position worth an estimated $12.6M. The largest seller was Portolan Capital Management, exiting entirely with an estimated $11.6M sold.

  • 125 institutional investors held Oportun Financial (OPRT) as of Q3 2025, up from 106 in Q2 2025.
  • Funds reported $210M of Oportun Financial stock for Q3 2025, down 8.9% quarter-over-quarter.
  • 31 funds opened new Oportun Financial positions in Q3 2025 and 12 closed out, a net change of +19 holders.
  • The largest Oportun Financial buyer in Q3 2025 was Forager Capital Management, an estimated $12.6M added.
  • The largest Oportun Financial seller in Q3 2025 was Portolan Capital Management, an estimated $11.6M sold.

Based on aggregated 13F filings for Q3 2025.