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Oportun Financial

120 hedge funds and large institutions have $179M invested in Oportun Financial in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 49 increasing their positions, 31 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 31

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.89% less ownership

Funds ownership: 77.39%76.5% (-0.89%)

10% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 21

4% less funds holding

Funds holding: 125120 (-5)

15% less capital invested

Capital invested by funds: $210M → $179M (-$31.5M)

76% less call options, than puts

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

Holders
120
Holders Change
-5
Holders Change %
-4%
% of All Funds
1.46%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
19
Increased
49
Reduced
31
Closed
21
Calls
$112K
Puts
$473K
Net Calls
-$361K
Net Calls Change
-$728K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
101
Fidelity Investments
Massachusetts
$15K +$10.6K +2,008 +243%
US Bancorp
102
US Bancorp
Minnesota
$14.8K
Group One Trading
103
Group One Trading
Illinois
$14.7K +$14.7K +2,786 New
California State Teachers Retirement System (CalSTRS)
104
California State Teachers Retirement System (CalSTRS)
California
$13.2K +$2.13K +403 +19%
SCM
105
Sterling Capital Management
North Carolina
$12.4K -$1.94K -368 -14%
NA
106
NewEdge Advisors
Louisiana
$11.9K +$4.11K +780 +53%
TRCT
107
Tower Research Capital (TRC)
New York
$10.9K -$4.01K -760 -27%
Simplex Trading
108
Simplex Trading
Illinois
$10.1K -$31.7K -6,008 -76%
AB
109
Amalgamated Bank
New York
$7K +$680 +129 +11%
Royal Bank of Canada
110
Royal Bank of Canada
Ontario, Canada
$6K -$5.24K -994 -47%
GI
111
GAMMA Investing
California
$841 +$659 +125 +368%
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$492 +$190 +36 +63%
UBS AM
113
UBS AM
Illinois
$471 +$469 +89 New
SS
114
SBI Securities
Japan
$275 -$11 -2 -4%
TAM
115
Tucker Asset Management
Colorado
$212 +$211 +40 New
CIBC Private Wealth Group
116
CIBC Private Wealth Group
Georgia
$106
MCM
117
MAI Capital Management
Ohio
$101 +$100 +19 New
AAP
118
Arax Advisory Partners
Colorado
$16 +$16 +3 New
CC
119
Cannell Capital
Wyoming
-$9.08M -1,470,870 Closed
AI
120
Acuitas Investments
Washington
-$5.51M -892,449 Closed
CP
121
CenterBook Partners
Connecticut
-$4.32M -700,833 Closed
KCM
122
Kennedy Capital Management
Missouri
-$1.09M -176,971 Closed
II
123
Inspire Investing
Idaho
-$928K -150,441 Closed
QT
124
Quantbot Technologies
New York
-$337K -54,687 Closed
PWM
125
Prosperity Wealth Management
California
-$286K -46,300 Closed