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Oppenheimer Holdings
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Overview Fund Activity

85 hedge funds and large institutions have $225M invested in Oppenheimer Holdings in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
-10
Holders Change %
-10.53%
% of All Funds
1.15%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
5
Increased
21
Reduced
38
Closed
14
Calls
$435K
Puts
$72K
Net Calls
+$363K
Net Calls Change
-$1M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$3.5M
2
RA
Royce & Associates
New York
+$2.57M
3
Invesco
Invesco
Georgia
+$2.22M
4
American Century Companies
American Century Companies
Missouri
+$1.99M
5
Charles Schwab
Charles Schwab
California
+$1.21M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$944K
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$801K
3
Millennium Management
Millennium Management
New York
-$609K
4
Walleye Capital
Walleye Capital
New York
-$604K
5
HF
HRT Financial
New York
-$556K
Name Holding Trade Value Shares
Change 		Shares
Change %
Fisher Asset Management
26
Fisher Asset Management
Washington
$1.83M – – –
BHPW
27
Beverly Hills Private Wealth
California
$1.73M +$105K +1,759 +6%
Millennium Management
28
Millennium Management
New York
$1.58M -$609K -10,207 -28%
BGIM
29
Brandywine Global Investment Management
Pennsylvania
$1.54M -$60.5K -1,014 -4%
Victory Capital Management
30
Victory Capital Management
Texas
$1.49M – – –
Charles Schwab
31
Charles Schwab
California
$1.42M +$1.21M +20,366 +582%
BF
32
BOK Financial
Oklahoma
$1.42M – – –
Bank of America
33
Bank of America
North Carolina
$1.36M -$42.9K -720 -3%
Acadian Asset Management
34
Acadian Asset Management
Massachusetts
$1.34M -$108K -1,817 -7%
Renaissance Technologies
35
Renaissance Technologies
New York
$1.26M -$161K -2,700 -11%
Tudor Investment Corp
36
Tudor Investment Corp
Connecticut
$1.24M -$117K -1,970 -9%
First Trust Advisors
37
First Trust Advisors
Illinois
$1.1M -$19.1K -320 -2%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$1.09M -$44.2K -741 -4%
OSAM
39
O'Shaughnessy Asset Management
Connecticut
$1.02M +$53.4K +895 +6%
Connor, Clark & Lunn Investment Management (CC&L)
40
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$971K -$201K -3,371 -17%
BAM
41
Bosun Asset Management
Illinois
$966K -$220K -3,683 -19%
PCM
42
Prelude Capital Management
New York
$954K – – –
Northern Trust
43
Northern Trust
Illinois
$947K -$70.5K -1,183 -7%
Fidelity Investments
44
Fidelity Investments
Massachusetts
$760K -$29.9K -502 -4%
Citadel Advisors
45
Citadel Advisors
Florida
$729K +$326K +5,472 +81%
Bank of New York Mellon
46
Bank of New York Mellon
New York
$720K -$21K -353 -3%
NAM
47
NorthCrest Asset Manangement
Minnesota
$713K – – –
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$606K -$41.7K -700 -6%
EI
49
EAM Investors
California
$578K -$426K -7,148 -42%
PP
50
PDT Partners
New York
$540K -$1.79K -30 -0.3%
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