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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
VC
76
VarCov Co
Connecticut
$302K +$283K +3,384 New
HF
77
HRT Financial
New York
$294K -$865K -10,334 -76%
EGM
78
Engineers Gate Manager
New York
$290K +$272K +3,250 New
Stifel Financial
79
Stifel Financial
Missouri
$268K
ECM
80
ExodusPoint Capital Management
New York
$241K +$226K +2,702 New
Corient Private Wealth
81
Corient Private Wealth
Florida
$226K +$212K +2,536 New
OC
82
Oppenheimer & Co
New York
$223K -$112K -1,333 -35%
VPIM
83
Vanguard Personalized Indexing Management
California
$223K +$209K +2,498 New
VGA
84
Vanguard Global Advisers
Pennsylvania
$222K +$208K +2,487 New
CAU
85
Caxton Associates (UK)
$211K -$227K -2,716 -53%
OSAM
86
O'Shaughnessy Asset Management
Connecticut
$208K -$51.6K -616 -21%
AFC
87
Avise Financial Cooperative
California
$207K +$194K +2,316 New
MTIC
88
Missouri Trust & Investment Company
Missouri
$169K
QT
89
Quantbot Technologies
New York
$132K +$6.86K +82 +6%
ME
90
McIlrath & Eck
Washington
$98.2K
PA
91
Parallel Advisors
California
$69.2K +$2.26K +27 +4%
Osaic Holdings
92
Osaic Holdings
Arizona
$62.4K +$14.2K +170 +32%
Jones Financial Companies
93
Jones Financial Companies
Missouri
$37.7K +$36.1K +431 New
SOADOR
94
State of Alaska Department of Revenue
Alaska
$37K
QCG
95
Quadrant Capital Group
Ohio
$36.7K -$2.68K -32 -7%
Barclays
96
Barclays
United Kingdom
$30.2K -$17.7K -212 -38%
W
97
WealthCollab
Washington
$26.8K
RhumbLine Advisers
98
RhumbLine Advisers
Massachusetts
$23.3K +$3.85K +46 +21%
S
99
SignatureFD
Georgia
$20.8K +$19.5K +233 New
AFC
100
Ares Financial Consulting
California
$19K +$15.8K +189 +822%