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Oppenheimer Holdings

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: 12 (+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: 109116 (+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
1.43%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Tudor Investment Corp
51
Tudor Investment Corp
Connecticut
$1.13M -$1.26M -15,105 -54%
SEI Investments
52
SEI Investments
Pennsylvania
$1.12M +$384K +4,593 +58%
TI
53
Trexquant Investment
Connecticut
$1.11M +$494K +5,907 +90%
Russell Investments Group
54
Russell Investments Group
United Kingdom
$1.07M -$430K -5,135 -30%
NAM
55
NorthCrest Asset Manangement
Minnesota
$1.03M
XT
56
XTX Topco
Cayman Islands
$902K +$329K +3,929 +63%
Canada Pension Plan Investment Board
57
Canada Pension Plan Investment Board
Ontario, Canada
$892K
Point72 Asset Management
58
Point72 Asset Management
Connecticut
$888K -$51.1K -610 -6%
CCM
59
Corsair Capital Management
New York
$797K
QC
60
Quadrature Capital
United Kingdom
$721K +$677K +8,083 New
PCM
61
Prelude Capital Management
New York
$714K
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$624K
PCM
63
Penn Capital Management
Pennsylvania
$611K -$152K -1,814 -21%
BHCM
64
Brevan Howard Capital Management
Jersey
$574K +$18.7K +223 +4%
AA
65
ALPS Advisors
Colorado
$535K +$502K +6,000 New
Ameriprise
66
Ameriprise
Minnesota
$515K -$4.6K -55 -0.9%
II
67
Inspire Investing
Idaho
$514K -$61.9K -739 -11%
Citigroup
68
Citigroup
New York
$502K +$346K +4,129 +276%
ACM
69
Aquatic Capital Management
Illinois
$444K +$349K +4,164 +513%
SPS
70
Susquehanna Portfolio Strategies
Pennsylvania
$387K
DCM
71
DGS Capital Management
New Jersey
$328K +$8.12K +97 +3%
JF
72
Jump Financial
Illinois
$318K -$408K -4,879 -58%
UBS Group
73
UBS Group
Switzerland
$316K -$72.2K -863 -20%
VF
74
Virtu Financial
New York
$314K +$295K +3,526 New
VA
75
Verdad Advisers
Massachusetts
$305K +$286K +3,421 New