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Oppenheimer Holdings
OPY

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: 1 → 2 (+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: 109 → 116 (+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

Top Buyers

1
RA
Royce & Associates
New York
+$5.12M
2
EF
Empowered Funds
Pennsylvania
+$3.86M
3
Boston Partners
Boston Partners
Massachusetts
+$3.79M
4
American Century Companies
American Century Companies
Missouri
+$2.75M
5
Franklin Resources
Franklin Resources
California
+$2.17M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$3.97M
2
TG
TCW Group
California
-$2.09M
3
GWM
Greenwich Wealth Management
Connecticut
-$2.02M
4
YIH
Y-Intercept (HK)
Hong Kong
-$1.43M
5
Tudor Investment Corp
Tudor Investment Corp
Connecticut
-$1.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
Nisa Investment Advisors
126
Nisa Investment Advisors
Missouri
– -$88.8K -1,200 Closed
CA
127
Clearstead Advisors
Ohio
– -$45.5K -629 Closed
TM
128
Torren Management
California
– -$38.1K -527 Closed
GI
129
GAMMA Investing
California
– -$1.08K -15 Closed
2 3 4 5
6