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Oppenheimer Holdings
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Overview Fund Activity

85 hedge funds and large institutions have $225M invested in Oppenheimer Holdings in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
-10
Holders Change %
-10.53%
% of All Funds
1.15%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
5
Increased
21
Reduced
38
Closed
14
Calls
$435K
Puts
$72K
Net Calls
+$363K
Net Calls Change
-$1M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$3.5M
2
RA
Royce & Associates
New York
+$2.57M
3
Invesco
Invesco
Georgia
+$2.22M
4
American Century Companies
American Century Companies
Missouri
+$1.99M
5
Charles Schwab
Charles Schwab
California
+$1.21M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$944K
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$801K
3
Millennium Management
Millennium Management
New York
-$609K
4
Walleye Capital
Walleye Capital
New York
-$604K
5
HF
HRT Financial
New York
-$556K
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
76
Coldstream Capital Management
Washington
$5.73K +$5.73K +96 New
Osaic Holdings
77
Osaic Holdings
Arizona
$3.94K +$3.94K +66 New
AAG
78
Armstrong Advisory Group
Massachusetts
$3.85K – – –
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$3K -$279 -4 -9%
GI
80
GAMMA Investing
California
$2.62K +$775 +13 +42%
AF
81
Allworth Financial
California
$1.48K +$650 +11 +79%
FHA
82
First Horizon Advisors
Tennessee
$1.37K – – –
Fifth Third Bancorp
83
Fifth Third Bancorp
Ohio
$775 -$715 -12 -48%
LC
84
Lindbrook Capital
California
$596 -$656 -11 -52%
Wells Fargo
85
Wells Fargo
California
$16 -$23 – –
Walleye Capital
86
Walleye Capital
New York
– -$604K -9,426 Closed
HF
87
HRT Financial
New York
– -$556K -8,684 Closed
Jane Street
88
Jane Street
New York
– -$442K -6,900 Closed
Norges Bank
89
Norges Bank
Norway
– -$327K -5,100 Closed
MGP
90
Metis Global Partners
California
– -$234K -3,651 Closed
OQS
91
Occudo Quantitative Strategies
Florida
– -$227K -3,549 Closed
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
– -$226K -3,520 Closed
JF
93
Jump Financial
Illinois
– -$205K -3,200 Closed
TRCT
94
Tower Research Capital (TRC)
New York
– -$86.7K -1,352 Closed
GCS
95
Gordian Capital (Singapore)
Singapore
– -$76.9K -1,200 Closed
A
96
AlphaQuest
New York
– -$75.3K -1,175 Closed
RS
97
R Squared
Hong Kong
– -$5.77K -90 Closed
CIBC Private Wealth Group
98
CIBC Private Wealth Group
Georgia
– -$5.35K -84 Closed
Barclays
99
Barclays
United Kingdom
– -$2K -31 Closed
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