Oportun Financial
OPRT
125 hedge funds and large institutions have $210M invested in Oportun Financial in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 46 increasing their positions, 28 reducing their positions, and 12 closing their positions.
158% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 12
64% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 28
18% more funds holding
Funds holding: 106 → 125 (+19)
3.98% more ownership
Funds ownership: 73.4% → 77.39% (+4%)
9% less capital invested
Capital invested by funds: $231M → $210M (-$20.4M)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCM
Forager Capital Management
Birmingham,
Alabama
|
+$12.6M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.16M |
| 3 |
BlackRock
New York
|
+$2.85M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$2.58M |
| 5 |
State Street
Boston,
Massachusetts
|
+$2.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
-$11.6M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$2.44M |
| 3 |
FCM
Findell Capital Management
New York
|
-$1.73M |
| 4 |
BFM
Boothbay Fund Management
New York
|
-$1.62M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$1.18M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EI
126
EAM Investors
Solana Beach,
California
| – | -$987K | -137,783 | Closed |
|
127
Walleye Capital
New York
| – | -$771K | -107,741 | Closed |
|
128
Arrowstreet Capital
Boston,
Massachusetts
| – | -$667K | -93,155 | Closed |
|
129
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$417K | -58,306 | Closed |
|
|
EH
130
Equitable Holdings
New York
| – | -$143K | -20,000 | Closed |
|
|
GS
131
GWN Securities
Palm Beach Gardens,
Florida
| – | -$120K | -16,748 | Closed |
|
|
MA
132
Madrone Advisors
Menlo Park,
California
| – | -$119K | -16,587 | Closed |
|
133
Group One Trading
Chicago,
Illinois
| – | -$59.9K | -9,302 | Closed |
|
|
AP
134
Aspect Partners
Fairfax,
Virginia
| – | -$716 | -100 | Closed |
|
|
RA
135
Rise Advisors
Rochester,
New York
| – | -$673 | -94 | Closed |
|
136
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$457 | +71 | New |
|
OPRT Hedge Fund Activity: Q3 2025 in Review
125 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Oportun Financial (OPRT) for Q3 2025, worth a combined $210M — down 8.9% from $231M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new OPRT positions and 12 closed out — a net gain of 19 holders — while 46 added to existing stakes and 28 trimmed.
The largest buyer was Forager Capital Management, opening a new position worth an estimated $12.6M. The largest seller was Portolan Capital Management, exiting entirely with an estimated $11.6M sold.
- 125 institutional investors held Oportun Financial (OPRT) as of Q3 2025, up from 106 in Q2 2025.
- Funds reported $210M of Oportun Financial stock for Q3 2025, down 8.9% quarter-over-quarter.
- 31 funds opened new Oportun Financial positions in Q3 2025 and 12 closed out, a net change of +19 holders.
- The largest Oportun Financial buyer in Q3 2025 was Forager Capital Management, an estimated $12.6M added.
- The largest Oportun Financial seller in Q3 2025 was Portolan Capital Management, an estimated $11.6M sold.
Based on aggregated 13F filings for Q3 2025.