Oppenheimer Holdings
OPY
About: Oppenheimer Holdings Inc conducts activities in the securities industry. The company is involved in retail securities brokerage, investment banking (both corporate and public finance), institutional sales and trading, market-making, research, trust services, and investment advisory and asset management services. The company has two segments: Wealth Management, and Capital Markets. IT generates maximum revenue from Wealth Management Segment which includes commissions and fee income earned on assets under management (AUM), net interest earnings on client margin loans and cash balances, fees from money market funds, custodian fees and other activities. The company generates the majority of its revenue from the Americas, with the rest from Europe, the Middle East, and Asia.
Employees: 3,012
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
12,550% more call options, than puts
Call options by funds: $4.05M | Put options by funds: $32K
130% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 10
35% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 23
16% more capital invested
Capital invested by funds: $225M [Q1] → $262M (+$36.9M) [Q2]
14% more funds holding
Funds holding: 85 [Q1] → 97 (+12) [Q2]
2.0% more ownership
Funds ownership: 36.2% [Q1] → 38.21% (+2.0%) [Q2]
25% less funds holding in top 10
Funds holding in top 10: 4 [Q1] → 3 (-1) [Q2]
Financial journalist opinion
