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Oportun Financial

119 hedge funds and large institutions have $178M invested in Oportun Financial in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 48 increasing their positions, 31 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

5% less funds holding

Funds holding: 125119 (-6)

15% less capital invested

Capital invested by funds: $210M → $178M (-$31.9M)

76% less call options, than puts

Call options by funds: $112K | Put options by funds: $473K

Holders
119
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$112K
Puts
$473K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
76
Cerity Partners
New York
$128K
T. Rowe Price Associates
77
T. Rowe Price Associates
Maryland
$127K
GCP
78
GSA Capital Partners
United Kingdom
$122K
Citigroup
79
Citigroup
New York
$121K
DSC
80
Daytona Street Capital
Missouri
$106K
OL
81
Odyssean LLC
Connecticut
$100K
Mirae Asset Global ETFs Holdings
82
Mirae Asset Global ETFs Holdings
Hong Kong
$98.9K
IIM
83
INTECH Investment Management
Florida
$90.5K
RS
84
R Squared
Hong Kong
$89.6K
ZIM
85
Zacks Investment Management
Illinois
$85K
FAM
86
Flaharty Asset Management
Florida
$84.6K
EGM
87
Engineers Gate Manager
New York
$82K
NC
88
nVerses Capital
Florida
$80.5K
CC
89
Centiva Capital
New York
$74.1K
New York State Common Retirement Fund
90
New York State Common Retirement Fund
New York
$71.4K
MIM
91
MetLife Investment Management
New Jersey
$67.9K
Manulife (Manufacturers Life Insurance)
92
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$66.6K
SOADOR
93
State of Alaska Department of Revenue
Alaska
$58K
PFSRSONJ
94
Police & Firemen's Retirement System of New Jersey
New Jersey
$55K
CA
95
Clearstead Advisors
Ohio
$29.5K
KAS
96
Kemnay Advisory Services
New York
$27.6K
Legal & General Group
97
Legal & General Group
United Kingdom
$19.2K
AIP
98
Ameritas Investment Partners
Nebraska
$18.1K
TCOT
99
Trust Company of Toledo
Ohio
$16.3K
Fidelity Investments
100
Fidelity Investments
Massachusetts
$15K