We are live on ! Find out more
OPY icon

Oppenheimer Holdings

116 hedge funds and large institutions have $377M invested in Oppenheimer Holdings in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 39 increasing their positions, 31 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

64% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 14

28% more capital invested

Capital invested by funds: $294M → $377M (+$83.1M)

26% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 31

6% more funds holding

Funds holding: 109116 (+7)

0.97% more ownership

Funds ownership: 38.96%39.93% (+0.97%)

Holders
116
Holders Change
+7
Holders Change %
+6.42%
% of All Funds
1.43%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
23
Increased
39
Reduced
31
Closed
14
Calls
$241K
Puts
Net Calls
+$241K
Net Calls Change
-$113K
Name Holding Trade Value Shares
Change
Change in
Stake
JCP
1
JB Capital Partners
New York
$44.9M
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$44.3M +$618K +7,384 +2%
VCM
3
Vanguard Capital Management
Pennsylvania
$34.9M +$32.7M +391,233 New
American Century Companies
4
American Century Companies
Missouri
$31.5M +$2.75M +32,797 +10%
BlackRock
5
BlackRock
New York
$16.7M +$909K +10,855 +6%
RA
6
Royce & Associates
New York
$15.2M +$5.12M +61,187 +56%
RC
7
RBF Capital
California
$14.6M
Boston Partners
8
Boston Partners
Massachusetts
$11.7M +$3.79M +45,238 +52%
GWM
9
Greenwich Wealth Management
Connecticut
$9M -$2.02M -24,150 -19%
Charles Schwab
10
Charles Schwab
California
$8.99M -$842K -10,054 -9%
Morgan Stanley
11
Morgan Stanley
New York
$7.86M +$278K +3,322 +4%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$7.72M +$1.11M +13,242 +18%
BCM
13
Bridgeway Capital Management
Texas
$6.52M +$1.26M +15,073 +26%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$6.42M +$500K +5,971 +9%
Millennium Management
15
Millennium Management
New York
$6.01M -$3.97M -47,404 -41%
State Street
16
State Street
Massachusetts
$5.33M -$638K -7,623 -11%
APCM
17
Arbiter Partners Capital Management
New York
$4.91M
JP Morgan Chase
18
JP Morgan Chase
New York
$4.71M +$253K +3,024 +6%
EF
19
Empowered Funds
Pennsylvania
$4.11M +$3.86M +46,066 New
Two Sigma Investments
20
Two Sigma Investments
New York
$3.62M +$1.41M +16,817 +71%
VFT
21
Vanguard Fiduciary Trust
Pennsylvania
$3.61M +$3.39M +40,443 New
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$3.41M -$1M -11,988 -24%
Goldman Sachs
23
Goldman Sachs
New York
$3.34M -$713K -8,522 -19%
AG
24
Algert Global
California
$3.28M +$146K +1,750 +5%
VCM
25
Voleon Capital Management
California
$3.26M +$1.14M +13,561 +59%