Oppenheimer Holdings
98 hedge funds and large institutions have $262M invested in Oppenheimer Holdings in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 32 increasing their positions, 23 reducing their positions, and 10 closing their positions.
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
39% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 23
16% more capital invested
Capital invested by funds: $225M → $262M (+$36.8M)
14% more funds holding
Funds holding: 86 → 98 (+12)
1.99% more ownership
Funds ownership: 36.25% → 38.24% (+2%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
+$1.87M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$1.69M |
| 3 |
Millennium Management
New York
|
+$1.67M |
| 4 |
JP Morgan Chase
New York
|
+$1.63M |
| 5 |
Morgan Stanley
New York
|
+$1.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$2.48M |
| 2 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$1.21M |
| 3 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
-$1.21M |
| 4 |
Two Sigma Advisers
New York
|
-$799K |
| 5 |
Two Sigma Investments
New York
|
-$662K |
OPY Hedge Fund Activity: Q2 2025 in Review
98 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Oppenheimer Holdings (OPY) for Q2 2025, worth a combined $262M — up 16% from $225M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new OPY positions and 10 closed out — a net gain of 13 holders — while 32 added to existing stakes and 23 trimmed.
The largest buyer was Marshall Wace, opening a new position worth an estimated $1.87M. The largest seller was Invesco, exiting entirely with an estimated $2.48M sold.
- 98 institutional investors held Oppenheimer Holdings (OPY) as of Q2 2025, up from 86 in Q1 2025.
- Funds reported $262M of Oppenheimer Holdings stock for Q2 2025, up 16% quarter-over-quarter.
- 23 funds opened new Oppenheimer Holdings positions in Q2 2025 and 10 closed out, a net change of +13 holders.
- The largest Oppenheimer Holdings buyer in Q2 2025 was Marshall Wace, an estimated $1.87M added.
- The largest Oppenheimer Holdings seller in Q2 2025 was Invesco, an estimated $2.48M sold.
Based on aggregated 13F filings for Q2 2025.