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Oppenheimer Holdings
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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: 1 → 2 (+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: 109 → 116 (+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

Top Buyers

1
RA
Royce & Associates
New York
+$5.12M
2
EF
Empowered Funds
Pennsylvania
+$3.86M
3
Boston Partners
Boston Partners
Massachusetts
+$3.79M
4
American Century Companies
American Century Companies
Missouri
+$2.75M
5
Franklin Resources
Franklin Resources
California
+$2.17M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$3.97M
2
TG
TCW Group
California
-$2.09M
3
GWM
Greenwich Wealth Management
Connecticut
-$2.02M
4
YIH
Y-Intercept (HK)
Hong Kong
-$1.43M
5
Tudor Investment Corp
Tudor Investment Corp
Connecticut
-$1.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
VPM
26
Vanguard Portfolio Management
Pennsylvania
$2.98M +$2.8M +33,394 New
BFM
27
Boothbay Fund Management
New York
$2.87M -$1.76K -21 -0.1%
Man Group
28
Man Group
United Kingdom
$2.81M +$1.03M +12,361 +64%
Neuberger Berman Group
29
Neuberger Berman Group
New York
$2.63M -$60.7K -725 -2%
Qube Research & Technologies (QRT)
30
Qube Research & Technologies (QRT)
United Kingdom
$2.46M +$557K +6,653 +32%
Polen Capital Management
31
Polen Capital Management
Florida
$2.4M +$888K +10,611 +65%
Bank of America
32
Bank of America
North Carolina
$2.35M -$372K -4,448 -14%
Franklin Resources
33
Franklin Resources
California
$2.31M +$2.17M +25,918 New
Fisher Asset Management
34
Fisher Asset Management
Washington
$2.26M – – –
BNP Paribas Financial Markets
35
BNP Paribas Financial Markets
France
$2.25M -$498K -5,944 -19%
BF
36
BOK Financial
Oklahoma
$2.13M – – –
Invesco
37
Invesco
Georgia
$2.05M +$1.38M +16,544 +259%
Renaissance Technologies
38
Renaissance Technologies
New York
$2.03M +$33.5K +400 +2%
BHPW
39
Beverly Hills Private Wealth
California
$2.02M +$204K +2,433 +12%
Connor, Clark & Lunn Investment Management (CC&L)
40
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.81M +$36.5K +436 +2%
Citadel Advisors
41
Citadel Advisors
Florida
$1.78M -$94.9K -1,134 -5%
EC
42
EJF Capital
Virginia
$1.78M – – –
Bank of New York Mellon
43
Bank of New York Mellon
New York
$1.68M +$142K +1,701 +10%
Fidelity Investments
44
Fidelity Investments
Massachusetts
$1.64M +$231K +2,758 +18%
Lazard Asset Management
45
Lazard Asset Management
New York
$1.59M +$1.49M +17,826 New
Northern Trust
46
Northern Trust
Illinois
$1.55M +$49.8K +595 +4%
RRA
47
Round Rock Advisors
Connecticut
$1.3M +$5.53K +66 +0.5%
Acadian Asset Management
48
Acadian Asset Management
Massachusetts
$1.28M -$114K -1,356 -9%
TG
49
TCW Group
California
$1.22M -$2.09M -25,025 -65%
Jane Street
50
Jane Street
New York
$1.2M +$1.13M +13,502 New
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