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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
UBS AM
101
UBS AM
Illinois
$11.7K
California State Teachers Retirement System (CalSTRS)
102
California State Teachers Retirement System (CalSTRS)
California
$10.1K
Citigroup
103
Citigroup
New York
$8.71K
MCM
104
MAI Capital Management
Ohio
$7.68K
SCM
105
Sterling Capital Management
North Carolina
$6.18K
AF
106
Allworth Financial
California
$4.74K
OCWP
107
Owl Creek Wealth Partners
Colorado
$3.51K
AAP
108
Arax Advisory Partners
Colorado
$2.64K
Royal Bank of Canada
109
Royal Bank of Canada
Ontario, Canada
$2K
PA
110
Parallel Advisors
California
$1.79K
RIL
111
Rothschild Investment LLC
Illinois
$1.66K
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$1.55K
RFP
113
Root Financial Partners
California
$1.48K
EWA
114
EverSource Wealth Advisors
Alabama
$862
GI
115
GAMMA Investing
California
$719
Osaic Holdings
116
Osaic Holdings
Arizona
$461
JWM
117
JPL Wealth Management
Colorado
$332
SIC
118
SJS Investment Consulting
Ohio
$309
FFA
119
Farther Finance Advisors
California
$302
TFA
120
Transamerica Financial Advisors
Florida
$69
SS
121
SBI Securities
Japan
$51
EP
122
Essential Partners
California
$28
IA
123
IFP Advisors
Florida
$14
CIAM
124
Caitong International Asset Management
Hong Kong
$5
Two Sigma Advisers
125
Two Sigma Advisers
New York