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Oppenheimer Holdings
OPY
OPY
109 hedge funds and large institutions have $294M invested in Oppenheimer Holdings in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 38 increasing their positions, 31 reducing their positions, and 16 closing their positions.
New
Increased
Maintained
Reduced
Closed
23% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 31
6% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 16
0.23% more ownership
Funds ownership: 38.73% → 38.96% (+0.23%)
0% more funds holding
Funds holding: 109 → 109 (0)
2% less capital invested
Capital invested by funds: $298M → $294M (-$4.59M)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Holders
109
Holders Change
–
Holders Change %
0%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
17
Increased
38
Reduced
31
Closed
16
Calls
$354K
Puts
–
Net Calls
+$354K
Net Calls Change
-$563K
Top Buyers
| 1 |
Millennium Management
New York
|
+$2.89M |
| 2 |
State Street
Boston,
Massachusetts
|
+$2.45M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$1.45M |
| 4 |
Charles Schwab
San Francisco,
California
|
+$1.36M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$829K |
Top Sellers
| 1 |
PIM
Profit Investment Management
North Bethesda,
Maryland
|
-$2.5M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$2.18M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$2.06M |
| 4 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
-$1.42M |
| 5 |
JP Morgan Chase
New York
|
-$1.3M |
