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Oppenheimer Holdings
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Overview Fund Activity

96 hedge funds and large institutions have $262M invested in Oppenheimer Holdings in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 31 increasing their positions, 23 reducing their positions, and 10 closing their positions.

Holders
96
Holders Change
+11
Holders Change %
+12.94%
% of All Funds
1.29%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
22
Increased
31
Reduced
23
Closed
10
Calls
$3.11M
Puts
$32K
Net Calls
+$3.08M
Net Calls Change
+$2.71M

Top Buyers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$2.02M
2
American Century Companies
2
American Century Companies
Missouri
$16.8M
3
Millennium Management
3
Millennium Management
New York
$3.53M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$2.95M
5
Morgan Stanley
5
Morgan Stanley
New York
$5.91M

Top Sellers

1
Invesco
1
Invesco
Georgia
$0
2
BCM
2
Bridgeway Capital Management
Texas
$3.68M
3
EF
3
Empowered Funds
Pennsylvania
$1.08M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$2.92M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$1.53M
Name Market Value Shares Shares
Change 		Shares
Change %
JCP
1
JB Capital Partners
New York
$33.1M 503,954 – –
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$32.2M 490,307 +1,603 +0.3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$27.3M 415,688 +24,253 +6%
GWM
4
Greenwich Wealth Management
Connecticut
$20.1M 305,703 – –
American Century Companies
5
American Century Companies
Missouri
$16.8M 255,066 +27,677 +12%
BlackRock
6
BlackRock
New York
$11.1M 168,092 +955 +0.6%
RC
7
RBF Capital
California
$10.9M 165,000 – –
RA
8
Royce & Associates
New York
$6.27M 95,282 +14,731 +18%
Morgan Stanley
9
Morgan Stanley
New York
$5.91M 89,887 +24,327 +37%
Arrowstreet Capital
10
Arrowstreet Capital
Massachusetts
$4.99M 75,866 -1,264 -2%
TG
11
TCW Group
California
$4.82M 73,334 -2,000 -3%
Boston Partners
12
Boston Partners
Massachusetts
$4.65M 70,691 -877 -1%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$4.47M 67,885 +214 +0.3%
BCM
14
Bridgeway Capital Management
Texas
$3.68M 55,976 -19,864 -26%
APCM
15
Arbiter Partners Capital Management
New York
$3.62M 54,999 – –
Millennium Management
16
Millennium Management
New York
$3.53M 53,739 +27,316 +103%
PIM
17
Profit Investment Management
Maryland
$3.25M 49,394 – –
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$2.95M 44,842 +26,643 +146%
Two Sigma Advisers
19
Two Sigma Advisers
New York
$2.92M 44,400 -13,100 -23%
Charles Schwab
20
Charles Schwab
California
$2.74M 41,600 +17,734 +74%
EC
21
EJF Capital
Virginia
$2.63M 40,000 – –
State Street
22
State Street
Massachusetts
$2.19M 33,231 +2,394 +8%
BFM
23
Boothbay Fund Management
New York
$2.11M 32,099 – –
Citadel Advisors
24
Citadel Advisors
Florida
$2.03M 30,922 +18,704 +153%
Fisher Asset Management
25
Fisher Asset Management
Washington
$2.02M 30,709 – –
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