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Oportun Financial

94 hedge funds and large institutions have $144M invested in Oportun Financial in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 45 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 7

137% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 19

72% more capital invested

Capital invested by funds: $83.5M → $144M (+$60.2M)

24% more funds holding

Funds holding: 7694 (+18)

11.57% more ownership

Funds ownership: 59.8%71.38% (+12%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

6% less call options, than puts

Call options by funds: $291K | Put options by funds: $311K

Holders
94
Holders Change
+18
Holders Change %
+23.68%
% of All Funds
1.26%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
25
Increased
45
Reduced
19
Closed
7
Calls
$291K
Puts
$311K
Net Calls
-$20K
Net Calls Change
+$259K
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
1
Findell Capital Management
New York
$20.7M -$376K -68,300 -2%
Millennium Management
2
Millennium Management
New York
$10.6M +$2.39M +433,827 +29%
LFCM
3
Long Focus Capital Management
Puerto Rico
$8.32M -$1.24M -225,000 -13%
Vanguard Group
4
Vanguard Group
Pennsylvania
$7.73M +$707K +128,527 +10%
BFM
5
Boothbay Fund Management
New York
$7.21M -$741K -134,643 -9%
Marshall Wace
6
Marshall Wace
United Kingdom
$6.06M +$4.48M +813,996 +280%
Acadian Asset Management
7
Acadian Asset Management
Massachusetts
$5.79M +$922K +167,564 +19%
BlackRock
8
BlackRock
New York
$4.74M -$94K -17,081 -2%
PCM
9
Portolan Capital Management
Massachusetts
$4.49M +$4.5M +818,354 New
Two Sigma Advisers
10
Two Sigma Advisers
New York
$3.97M +$1.18M +214,500 +42%
AI
11
Acuitas Investments
Washington
$3.92M -$2.4M -435,812 -38%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$3.87M +$753K +136,987 +24%
GCM
13
Glynn Capital Management
California
$3.23M
SC
14
Summa Corp
Texas
$3.09M -$8.09K -1,470 -0.3%
Two Sigma Investments
15
Two Sigma Investments
New York
$3.06M +$1.35M +245,344 +78%
MA
16
Madrone Advisors
California
$2.97M
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$2.74M +$2.52M +457,907 +1,096%
Boston Partners
18
Boston Partners
Massachusetts
$2.73M +$2.73M +496,873 New
Renaissance Technologies
19
Renaissance Technologies
New York
$2.68M +$346K +62,900 +15%
Citadel Advisors
20
Citadel Advisors
Florida
$2.45M +$1.46M +265,366 +146%
Connor, Clark & Lunn Investment Management (CC&L)
21
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.85M +$988K +179,541 +114%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$1.84M +$101K +18,402 +6%
Goldman Sachs
23
Goldman Sachs
New York
$1.72M +$1.44M +261,147 +499%
RC
24
RBF Capital
California
$1.71M -$3.15M -573,544 -65%
Walleye Capital
25
Walleye Capital
New York
$1.61M +$1.28M +232,035 +374%

OPRT Hedge Fund Activity: Q1 2025 in Review

94 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Oportun Financial (OPRT) for Q1 2025, worth a combined $144M — up 72% from $83.5M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new OPRT positions and 7 closed out — a net gain of 18 holders — while 45 added to existing stakes and 19 trimmed.

The largest buyer was Portolan Capital Management, opening a new position worth an estimated $4.5M. The largest seller was RBF Capital, cutting an estimated $3.15M.

  • 94 institutional investors held Oportun Financial (OPRT) as of Q1 2025, up from 76 in Q4 2024.
  • Funds reported $144M of Oportun Financial stock for Q1 2025, up 72% quarter-over-quarter.
  • 25 funds opened new Oportun Financial positions in Q1 2025 and 7 closed out, a net change of +18 holders.
  • The largest Oportun Financial buyer in Q1 2025 was Portolan Capital Management, an estimated $4.5M added.
  • The largest Oportun Financial seller in Q1 2025 was RBF Capital, an estimated $3.15M sold.

Based on aggregated 13F filings for Q1 2025.