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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
AP
101
Aspect Partners
Virginia
$716 +$240 +40 +67%
RA
102
Rise Advisors
New York
$673 +$564 +94 New
Osaic Holdings
103
Osaic Holdings
Arizona
$572
SS
104
SBI Securities
Japan
$372
CIBC Private Wealth Group
105
CIBC Private Wealth Group
Georgia
$143
Jane Street
106
Jane Street
New York
-$1.05M -191,066 Closed
Balyasny Asset Management
107
Balyasny Asset Management
Illinois
-$520K -94,795 Closed
OAC
108
OMERS Administration Corp
Ontario, Canada
-$425K -77,500 Closed
HF
109
HRT Financial
New York
-$366K -66,721 Closed
FAM
110
Flaharty Asset Management
Florida
-$329K -60,000 Closed
SIA
111
SkyView Investment Advisors
New Jersey
-$247K -45,000 Closed
QC
112
Quadrature Capital
United Kingdom
-$230K -41,885 Closed
JG
113
Jain Global
New York
-$200K -36,436 Closed
SSA
114
Schonfeld Strategic Advisors
New York
-$148K -26,872 Closed
QC
115
Quantessence Capital
New York
-$137K -24,910 Closed
LP
116
LMR Partners
United Kingdom
-$130K -23,768 Closed
TCM
117
Telos Capital Management
California
-$110K -20,015 Closed
PAS
118
Point72 Asia (Singapore)
Singapore
-$96.8K -17,632 Closed
OQS
119
Occudo Quantitative Strategies
Florida
-$73.6K -13,126 Closed
ECM
120
ExodusPoint Capital Management
New York
-$70K -12,680 Closed
PD
121
Point72 (DIFC)
United Arab Emirates
-$15.9K -2,900 Closed
National Bank of Canada
122
National Bank of Canada
Quebec, Canada
-$5.3K -969 Closed
Northwestern Mutual Wealth Management
123
Northwestern Mutual Wealth Management
Wisconsin
-$198 -36 Closed

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.