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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
Wealth Enhancement Advisory Services
101
Wealth Enhancement Advisory Services
Minnesota
$7.37K +$950K +11,350 +14,012%
AAG
102
Armstrong Advisory Group
Massachusetts
$5.35K
EB
103
Eastern Bank
Massachusetts
$5.35K +$5.02K +60 New
AF
104
Allworth Financial
California
$4.64K +$1K +12 +30%
Bessemer Group
105
Bessemer Group
New Jersey
$4K
US Bancorp
106
US Bancorp
Minnesota
$3.75K
PWPS
107
Pinnacle Wealth Planning Services
Ohio
$3.66K
SAM
108
Smartleaf Asset Management
Massachusetts
$3.04K
SS
109
SBI Securities
Japan
$3.03K +$2.85K +34 New
Fifth Third Bancorp
110
Fifth Third Bancorp
Ohio
$2.85K +$586 +7 +28%
QL
111
Quarry LP
New York
$2.14K -$1.17K -14 -37%
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$1.96K -$167 -2 -8%
Royal Bank of Canada
113
Royal Bank of Canada
Ontario, Canada
$1K -$2.18K -26 -65%
FFA
114
Farther Finance Advisors
California
$717 +$670 +8 New
AAP
115
Arax Advisory Partners
Colorado
$89 -$31.5K -376 -79%
Wells Fargo
116
Wells Fargo
California
$7 -$84 -1 Closed
Two Sigma Advisers
117
Two Sigma Advisers
New York
-$2.13M -29,500 Closed
YIH
118
Y-Intercept (HK)
Hong Kong
-$1.43M -19,784 Closed
Marshall Wace
119
Marshall Wace
United Kingdom
-$1.21M -16,795 Closed
A
120
AlphaQuest
New York
-$652K -9,024 Closed
Verition Fund Management
121
Verition Fund Management
Connecticut
-$459K -6,347 Closed
Susquehanna International Group
122
Susquehanna International Group
Pennsylvania
-$394K -4,705 Closed
Walleye Capital
123
Walleye Capital
New York
-$223K -3,087 Closed
MGP
124
Metis Global Partners
California
-$202K -2,794 Closed
State of Tennessee, Department of Treasury
125
State of Tennessee, Department of Treasury
Tennessee
-$170K -2,028 Closed