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Oppenheimer Holdings
OPY

109 hedge funds and large institutions have $298M invested in Oppenheimer Holdings in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 40 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,547% more call options, than puts

Call options by funds: $953K | Put options by funds: $36K

120% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 10

21% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 33

14% more capital invested

Capital invested by funds: $262M → $298M (+$36M)

11% more funds holding

Funds holding: 98 → 109 (+11)

0.49% more ownership

Funds ownership: 38.24% → 38.73% (+0.49%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
109
Holders Change
+11
Holders Change %
+11.22%
% of All Funds
1.43%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
22
Increased
40
Reduced
33
Closed
10
Calls
$953K
Puts
$36K
Net Calls
+$917K
Net Calls Change
-$3.1M

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$3.61M
2
American Century Companies
American Century Companies
Missouri
+$3.2M
3
Invesco
Invesco
Georgia
+$2.73M
4
AG
Algert Global
California
+$2.15M
5
JP Morgan Chase
JP Morgan Chase
New York
+$1.78M

Top Sellers

Rank Fund Capital Flow
1
GWM
Greenwich Wealth Management
Connecticut
-$13.1M
2
TG
TCW Group
California
-$2.51M
3
EC
EJF Capital
Virginia
-$1.45M
4
First Trust Advisors
First Trust Advisors
Illinois
-$1.28M
5
BAM
Bosun Asset Management
Illinois
-$1.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
26
Profit Investment Management
Maryland
$2.5M -$1.13M -15,616 -32%
Two Sigma Advisers
27
Two Sigma Advisers
New York
$2.44M -$826K -11,400 -26%
Citadel Advisors
28
Citadel Advisors
Florida
$2.41M +$123K +1,691 +5%
State Street
29
State Street
Massachusetts
$2.38M -$76.8K -1,060 -3%
BFM
30
Boothbay Fund Management
New York
$2.37M – – –
Neuberger Berman Group
31
Neuberger Berman Group
New York
$2.23M – – –
Tudor Investment Corp
32
Tudor Investment Corp
Connecticut
$2.13M +$725 +10 +0%
Fisher Asset Management
33
Fisher Asset Management
Washington
$1.97M -$293K -4,045 -13%
BGIM
34
Brandywine Global Investment Management
Pennsylvania
$1.96M +$116K +1,600 +6%
BNP Paribas Financial Markets
35
BNP Paribas Financial Markets
France
$1.91M +$986K +13,601 +112%
BF
36
BOK Financial
Oklahoma
$1.76M – – –
Qube Research & Technologies (QRT)
37
Qube Research & Technologies (QRT)
United Kingdom
$1.6M +$768K +10,591 +95%
EC
38
EJF Capital
Virginia
$1.48M -$1.45M -20,000 -50%
BHPW
39
Beverly Hills Private Wealth
California
$1.44M -$116K -1,605 -8%
EF
40
Empowered Funds
Pennsylvania
$1.42M +$201K +2,775 +17%
Connor, Clark & Lunn Investment Management (CC&L)
41
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.38M +$344K +4,747 +34%
Acadian Asset Management
42
Acadian Asset Management
Massachusetts
$1.29M +$131K +1,803 +11%
OSAM
43
O'Shaughnessy Asset Management
Connecticut
$1.22M -$17.8K -246 -1%
Polen Capital Management
44
Polen Capital Management
Florida
$1.21M -$119K -1,639 -9%
Two Sigma Investments
45
Two Sigma Investments
New York
$1.2M -$510K -7,035 -30%
Northern Trust
46
Northern Trust
Illinois
$1.17M -$96.8K -1,335 -8%
Russell Investments Group
47
Russell Investments Group
United Kingdom
$1.13M +$1.11M +15,273 New
Man Group
48
Man Group
United Kingdom
$1.08M +$243K +3,356 +30%
YIH
49
Y-Intercept (HK)
Hong Kong
$983K +$249K +3,436 +35%
VCM
50
Voleon Capital Management
California
$955K +$937K +12,925 New
1
2
3 4 5

OPY Hedge Fund Activity: Q3 2025 in Review

109 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Oppenheimer Holdings (OPY) for Q3 2025, worth a combined $298M — up 14% from $262M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new OPY positions and 10 closed out — a net gain of 12 holders — while 40 added to existing stakes and 33 trimmed.

The largest buyer was Charles Schwab, adding an estimated $3.61M. The largest seller was Greenwich Wealth Management, cutting an estimated $13.1M.

  • 109 institutional investors held Oppenheimer Holdings (OPY) as of Q3 2025, up from 98 in Q2 2025.
  • Funds reported $298M of Oppenheimer Holdings stock for Q3 2025, up 14% quarter-over-quarter.
  • 22 funds opened new Oppenheimer Holdings positions in Q3 2025 and 10 closed out, a net change of +12 holders.
  • The largest Oppenheimer Holdings buyer in Q3 2025 was Charles Schwab, an estimated $3.61M added.
  • The largest Oppenheimer Holdings seller in Q3 2025 was Greenwich Wealth Management, an estimated $13.1M sold.

Based on aggregated 13F filings for Q3 2025.