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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
+$5.12M |
| 2 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$3.86M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
+$3.79M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$2.75M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$2.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$3.97M |
| 2 |
TG
TCW Group
Los Angeles,
California
|
-$2.09M |
| 3 |
GWM
Greenwich Wealth Management
Greenwich,
Connecticut
|
-$2.02M |
| 4 |
YIH
Y-Intercept (HK)
Hong Kong
|
-$1.43M |
| 5 |
Tudor Investment Corp
Stamford,
Connecticut
|
-$1.26M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Nisa Investment Advisors
St. Louis,
Missouri
| – | -$88.8K | -1,200 | Closed |
|
|
CA
127
Clearstead Advisors
Cleveland,
Ohio
| – | -$45.5K | -629 | Closed |
|
|
TM
128
Torren Management
San Diego,
California
| – | -$38.1K | -527 | Closed |
|
|
GI
129
GAMMA Investing
Foster City,
California
| – | -$1.08K | -15 | Closed |
|
OPY Hedge Fund Activity: Q1 2026 in Review
116 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Oppenheimer Holdings (OPY) for Q1 2026, worth a combined $377M — up 28% from $294M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new OPY positions and 14 closed out — a net gain of 9 holders — while 39 added to existing stakes and 31 trimmed.
The largest buyer was Royce & Associates, adding an estimated $5.12M. The largest seller was Millennium Management, cutting an estimated $3.97M.
- 116 institutional investors held Oppenheimer Holdings (OPY) as of Q1 2026, up from 109 in Q4 2025.
- Funds reported $377M of Oppenheimer Holdings stock for Q1 2026, up 28% quarter-over-quarter.
- 23 funds opened new Oppenheimer Holdings positions in Q1 2026 and 14 closed out, a net change of +9 holders.
- The largest Oppenheimer Holdings buyer in Q1 2026 was Royce & Associates, an estimated $5.12M added.
- The largest Oppenheimer Holdings seller in Q1 2026 was Millennium Management, an estimated $3.97M sold.
Based on aggregated 13F filings for Q1 2026.