OPRT icon

Oportun Financial

105 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 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
105
Holders Change
+11
Holders Change %
+11.7%
% of All Funds
1.41%
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
19
Calls
$1.33M
Puts
$352K
Net Calls
+$981K
Net Calls Change
+$1M
Name Holding Trade Value Shares
Change
Shares
Change %
Neuberger Berman Group
1
Neuberger Berman Group
New York
$28.2M +$28.2M +3,937,168 New
FCM
2
Findell Capital Management
New York
$20.3M -$4.05M -565,000 -17%
BlackRock
3
BlackRock
New York
$18.1M +$12M +1,670,245 +194%
PCM
4
Portolan Capital Management
Massachusetts
$11.6M +$5.74M +801,116 +98%
Vanguard Group
5
Vanguard Group
Pennsylvania
$11.6M +$1.48M +207,305 +15%
CC
6
Cannell Capital
Wyoming
$11.5M +$11.3M +1,578,902 +7,067%
LFCM
7
Long Focus Capital Management
Puerto Rico
$10.9M
Millennium Management
8
Millennium Management
New York
$9.54M -$4.32M -603,747 -31%
Acadian Asset Management
9
Acadian Asset Management
Massachusetts
$7.65M +$99.1K +13,842 +1%
BFM
10
Boothbay Fund Management
New York
$7.39M -$2.01M -281,214 -21%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$6.19M +$1.14M +159,497 +23%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$5.56M +$3.16M +441,392 +132%
AI
13
Acuitas Investments
Washington
$5.31M +$194K +27,049 +4%
Two Sigma Advisers
14
Two Sigma Advisers
New York
$4.83M -$348K -48,600 -7%
GCM
15
Glynn Capital Management
California
$4.21M
Marshall Wace
16
Marshall Wace
United Kingdom
$4.12M -$3.79M -529,145 -48%
SC
17
Summa Corp
Texas
$4.05M +$21.5K +3,000 +0.5%
Citadel Advisors
18
Citadel Advisors
Florida
$3.89M +$689K +96,266 +22%
Two Sigma Investments
19
Two Sigma Investments
New York
$3.6M -$396K -55,313 -10%
Boston Partners
20
Boston Partners
Massachusetts
$3.5M -$55.2K -7,707 -2%
Invesco
21
Invesco
Georgia
$3.47M +$2.47M +344,659 +246%
CP
22
CenterBook Partners
Connecticut
$2.95M +$2.95M +412,018 New
State Street
23
State Street
Massachusetts
$2.82M +$1.86M +259,432 +192%
Connor, Clark & Lunn Investment Management (CC&L)
24
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.78M +$370K +51,663 +15%
Renaissance Technologies
25
Renaissance Technologies
New York
$2.49M -$1M -139,700 -29%