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Oportun Financial

106 hedge funds and large institutions have $231M invested in Oportun Financial in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 36 increasing their positions, 28 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

279% more call options, than puts

Call options by funds: $1.33M | Put options by funds: $352K

67% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 18

61% more capital invested

Capital invested by funds: $144M → $231M (+$86.9M)

29% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 28

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

13% more funds holding

Funds holding: 94106 (+12)

2.03% more ownership

Funds ownership: 71.38%73.4% (+2%)

Holders
106
Holders Change
+12
Holders Change %
+12.77%
% of All Funds
1.4%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
30
Increased
36
Reduced
28
Closed
18
Calls
$1.33M
Puts
$352K
Net Calls
+$981K
Net Calls Change
+$1M
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
1
Neuberger Berman Group
New York
$28.2M +$23.6M +3,937,168 New
FCM
2
Findell Capital Management
New York
$20.3M -$3.39M -565,000 -17%
BlackRock
3
BlackRock
New York
$18.1M +$10M +1,670,245 +194%
PCM
4
Portolan Capital Management
Massachusetts
$11.6M +$4.81M +801,116 +98%
Vanguard Group
5
Vanguard Group
Pennsylvania
$11.6M +$1.24M +207,305 +15%
CC
6
Cannell Capital
Wyoming
$11.5M +$9.47M +1,578,902 +7,067%
LFCM
7
Long Focus Capital Management
Puerto Rico
$10.9M
Millennium Management
8
Millennium Management
New York
$9.54M -$3.62M -603,747 -31%
Acadian Asset Management
9
Acadian Asset Management
Massachusetts
$7.65M +$83K +13,842 +1%
BFM
10
Boothbay Fund Management
New York
$7.39M -$1.69M -281,214 -21%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$6.19M +$957K +159,497 +23%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$5.56M +$2.65M +441,392 +132%
AI
13
Acuitas Investments
Washington
$5.31M +$162K +27,049 +4%
Two Sigma Advisers
14
Two Sigma Advisers
New York
$4.83M -$292K -48,600 -7%
GCM
15
Glynn Capital Management
California
$4.21M
Marshall Wace
16
Marshall Wace
United Kingdom
$4.12M -$3.17M -529,145 -48%
SC
17
Summa Corp
Texas
$4.05M +$18K +3,000 +0.5%
Citadel Advisors
18
Citadel Advisors
Florida
$3.89M +$577K +96,266 +22%
Two Sigma Investments
19
Two Sigma Investments
New York
$3.6M -$332K -55,313 -10%
Boston Partners
20
Boston Partners
Massachusetts
$3.5M -$46.2K -7,707 -2%
Invesco
21
Invesco
Georgia
$3.47M +$2.07M +344,659 +246%
CP
22
CenterBook Partners
Connecticut
$2.95M +$2.47M +412,018 New
State Street
23
State Street
Massachusetts
$2.82M +$1.56M +259,432 +192%
Connor, Clark & Lunn Investment Management (CC&L)
24
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.78M +$310K +51,663 +15%
Renaissance Technologies
25
Renaissance Technologies
New York
$2.49M -$838K -139,700 -29%

OPRT Hedge Fund Activity: Q2 2025 in Review

106 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Oportun Financial (OPRT) for Q2 2025, worth a combined $231M — up 61% from $144M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new OPRT positions and 18 closed out — a net gain of 12 holders — while 36 added to existing stakes and 28 trimmed.

The largest buyer was Neuberger Berman Group, opening a new position worth an estimated $23.6M. The largest seller was Millennium Management, cutting an estimated $3.62M.

  • 106 institutional investors held Oportun Financial (OPRT) as of Q2 2025, up from 94 in Q1 2025.
  • Funds reported $231M of Oportun Financial stock for Q2 2025, up 61% quarter-over-quarter.
  • 30 funds opened new Oportun Financial positions in Q2 2025 and 18 closed out, a net change of +12 holders.
  • The largest Oportun Financial buyer in Q2 2025 was Neuberger Berman Group, an estimated $23.6M added.
  • The largest Oportun Financial seller in Q2 2025 was Millennium Management, an estimated $3.62M sold.

Based on aggregated 13F filings for Q2 2025.