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Oportun Financial

125 hedge funds and large institutions have $162M invested in Oportun Financial in 2026 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 38 increasing their positions, 38 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

0% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 38

9% less capital invested

Capital invested by funds: $179M → $162M (-$16.7M)

35% less call options, than puts

Call options by funds: $248K | Put options by funds: $381K

Holders
125
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
$248K
Puts
$381K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CP
76
Castleview Partners
Texas
$102K
SOADOR
77
State of Alaska Department of Revenue
Alaska
$96K
Mirae Asset Global ETFs Holdings
78
Mirae Asset Global ETFs Holdings
Hong Kong
$88.4K
OL
79
Odyssean LLC
Connecticut
$87.2K
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$82.4K
FAM
81
Flaharty Asset Management
Florida
$73.8K
Wells Fargo
82
Wells Fargo
California
$70.6K
MIM
83
MetLife Investment Management
New Jersey
$67.9K
BIG
84
Brooklyn Investment Group
New York
$65.3K
CC
85
Centiva Capital
New York
$64.5K
New York State Common Retirement Fund
86
New York State Common Retirement Fund
New York
$62.2K
Fidelity Investments
87
Fidelity Investments
Massachusetts
$61.9K
RS
88
R Squared
Hong Kong
$59.8K
AHL
89
Abel Hall LLC
Louisiana
$57K
IIM
90
INTECH Investment Management
Florida
$50K
Manulife (Manufacturers Life Insurance)
91
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$49.9K
Mercer Global Advisors
92
Mercer Global Advisors
Colorado
$49.3K
HCA
93
Harbor Capital Advisors
Illinois
$49K
PFSRSONJ
94
Police & Firemen's Retirement System of New Jersey
New Jersey
$48K
PH
95
Pinnacle Holdings
Oklahoma
$26.4K
Simplex Trading
96
Simplex Trading
Illinois
$24.5K
Legal & General Group
97
Legal & General Group
United Kingdom
$16.7K
AIP
98
Ameritas Investment Partners
Nebraska
$15.8K
TRCT
99
Tower Research Capital (TRC)
New York
$13.5K
Group One Trading
100
Group One Trading
Illinois
$11.7K