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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
EC
126
EntryPoint Capital
New York
-$260K -42,145 Closed
ECM
127
ExodusPoint Capital Management
New York
-$242K -39,200 Closed
Deutsche Bank
128
Deutsche Bank
Germany
-$221K -35,834 Closed
SG Americas Securities
129
SG Americas Securities
New York
-$114K -18,537 Closed
RC
130
RBF Capital
California
-$80.9K -13,106 Closed
Jacobs Levy Equity Management
131
Jacobs Levy Equity Management
New Jersey
-$79K -12,810 Closed
PA
132
PharVision Advisers
Florida
-$77.1K -12,489 Closed
VF
133
Virtu Financial
New York
-$64K -10,371 Closed
CCM
134
Corsair Capital Management
New York
-$61.7K -10,000 Closed
QL
135
Quarry LP
New York
-$14.2K -2,294 Closed
Osaic Holdings
136
Osaic Holdings
Arizona
-$9.93K -1,584 Closed
QCG
137
Quadrant Capital Group
Ohio
-$6.58K -1,066 Closed
KG
138
Kilter Group
New York
-$531 -86 Closed
Carson Wealth (CWM LLC)
139
Carson Wealth (CWM LLC)
Nebraska
-$121 -23 -32%
AF
140
Allworth Financial
California
-$38 -6 Closed