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Oppenheimer Holdings
OPY

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
1.42%
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

Rank Fund Capital Flow
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

Rank Fund Capital Flow
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
Vanguard Portfolio Management
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
1
2
3 4 5

OPY Hedge Fund Activity: Q1 2026 in Review

116 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Oppenheimer Holdings (OPY) for Q1 2026, worth a combined $377M — up 28% from $294M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new OPY positions and 14 closed out — a net gain of 9 holders — while 39 added to existing stakes and 31 trimmed.

The largest buyer was Royce & Associates, adding an estimated $5.12M. The largest seller was Millennium Management, cutting an estimated $3.97M.

  • 116 institutional investors held Oppenheimer Holdings (OPY) as of Q1 2026, up from 109 in Q4 2025.
  • Funds reported $377M of Oppenheimer Holdings stock for Q1 2026, up 28% quarter-over-quarter.
  • 23 funds opened new Oppenheimer Holdings positions in Q1 2026 and 14 closed out, a net change of +9 holders.
  • The largest Oppenheimer Holdings buyer in Q1 2026 was Royce & Associates, an estimated $5.12M added.
  • The largest Oppenheimer Holdings seller in Q1 2026 was Millennium Management, an estimated $3.97M sold.

Based on aggregated 13F filings for Q1 2026.