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Oppenheimer Holdings
OPY

120 hedge funds and large institutions have $463M invested in Oppenheimer Holdings in 2026 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 47 increasing their positions, 31 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 31

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

23% more capital invested

Capital invested by funds: $377M → $463M (+$85.9M)

3% more funds holding

Funds holding: 116 → 120 (+4)

1.49% more ownership

Funds ownership: 39.93% → 41.42% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
120
Holders Change
+4
Holders Change %
+3.45%
% of All Funds
1.45%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
24
Increased
47
Reduced
31
Closed
17
Calls
$2.23M
Puts
–
Net Calls
+$2.23M
Net Calls Change
+$1.99M

Top Buyers

Rank Fund Capital Flow
1
American Century Companies
American Century Companies
Missouri
+$3.99M
2
AG
Algert Global
California
+$3.8M
3
Credit Agricole
Credit Agricole
France
+$3.26M
4
Boston Partners
Boston Partners
Massachusetts
+$2.74M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.37M

Top Sellers

Rank Fund Capital Flow
1
GWM
Greenwich Wealth Management
Connecticut
-$9M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$3.35M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.56M
4
Invesco
Invesco
Georgia
-$1.54M
5
Charles Schwab
Charles Schwab
California
-$1.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$4.25M +$280K +2,753 +7%
BNP Paribas Financial Markets
27
BNP Paribas Financial Markets
France
$3.93M +$1.22M +11,992 +47%
Renaissance Technologies
28
Renaissance Technologies
New York
$3.73M +$1.27M +12,498 +55%
Credit Agricole
29
Credit Agricole
France
$3.38M +$3.26M +32,000 New
Neuberger Berman Group
30
Neuberger Berman Group
New York
$2.92M -$193K -1,900 -6%
Franklin Resources
31
Franklin Resources
California
$2.85M +$112K +1,100 +4%
Polen Capital Management
32
Polen Capital Management
Florida
$2.83M -$12.2K -120 -0.4%
Jane Street
33
Jane Street
New York
$2.78M +$1.31M +12,832 +95%
XT
34
XTX Topco
Cayman Islands
$2.63M +$1.5M +14,755 +146%
Citadel Advisors
35
Citadel Advisors
Florida
$2.57M +$442K +4,339 +22%
Fisher Asset Management
36
Fisher Asset Management
Washington
$2.54M -$124K -1,217 -5%
Man Group
37
Man Group
United Kingdom
$2.54M -$764K -7,505 -24%
BF
38
BOK Financial
Oklahoma
$2.52M – – –
Bank of America
39
Bank of America
North Carolina
$2.24M -$525K -5,158 -20%
BHPW
40
Beverly Hills Private Wealth
California
$2.21M -$177K -1,734 -8%
Lazard Asset Management
41
Lazard Asset Management
New York
$2.21M +$316K +3,101 +17%
Fidelity Investments
42
Fidelity Investments
Massachusetts
$2.13M +$184K +1,809 +10%
EC
43
EJF Capital
Virginia
$2.11M – – –
Connor, Clark & Lunn Investment Management (CC&L)
44
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.08M -$51.2K -503 -2%
Northern Trust
45
Northern Trust
Illinois
$2.06M +$219K +2,153 +12%
AQR Capital Management
46
AQR Capital Management
Connecticut
$1.94M +$1.87M +18,351 New
Bank of New York Mellon
47
Bank of New York Mellon
New York
$1.9M -$92.5K -908 -5%
RRA
48
Round Rock Advisors
Connecticut
$1.54M – – –
Russell Investments Group
49
Russell Investments Group
United Kingdom
$1.45M +$182K +1,784 +15%
YIH
50
Y-Intercept (HK)
Hong Kong
$1.34M +$1.29M +12,665 New
1
2
3 4 5

OPY Hedge Fund Activity: Q2 2026 in Review

120 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Oppenheimer Holdings (OPY) for Q2 2026, worth a combined $463M — up 23% from $377M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new OPY positions and 17 closed out — a net gain of 7 holders — while 47 added to existing stakes and 31 trimmed.

The largest buyer was American Century Companies, adding an estimated $3.99M. The largest seller was Greenwich Wealth Management, exiting entirely with an estimated $9M sold.

  • 120 institutional investors held Oppenheimer Holdings (OPY) as of Q2 2026, up from 116 in Q1 2026.
  • Funds reported $463M of Oppenheimer Holdings stock for Q2 2026, up 23% quarter-over-quarter.
  • 24 funds opened new Oppenheimer Holdings positions in Q2 2026 and 17 closed out, a net change of +7 holders.
  • The largest Oppenheimer Holdings buyer in Q2 2026 was American Century Companies, an estimated $3.99M added.
  • The largest Oppenheimer Holdings seller in Q2 2026 was Greenwich Wealth Management, an estimated $9M sold.

Based on aggregated 13F filings for Q2 2026.