Oppenheimer Holdings
120 hedge funds and large institutions have $463M invested in Oppenheimer Holdings in 2026 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 47 increasing their positions, 31 reducing their positions, and 17 closing their positions.
52% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 31
41% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 17
23% more capital invested
Capital invested by funds: $377M → $463M (+$85.9M)
3% more funds holding
Funds holding: 116 → 120 (+4)
1.49% more ownership
Funds ownership: 39.93% → 41.42% (+1.5%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$3.99M |
| 2 |
AG
Algert Global
San Francisco,
California
|
+$3.8M |
| 3 |
Credit Agricole
Montrouge Cedex,
France
|
+$3.26M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
+$2.74M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Greenwich Wealth Management
Greenwich,
Connecticut
|
-$9M |
| 2 |
D.E. Shaw & Co
New York
|
-$3.35M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$1.56M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$1.54M |
| 5 |
Charles Schwab
San Francisco,
California
|
-$1.48M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SPS
126
Susquehanna Portfolio Strategies
Bala Cynwyd,
Pennsylvania
| – | -$387K | -4,342 | Closed |
|
|
JF
127
Jump Financial
Chicago,
Illinois
| – | -$318K | -3,565 | Closed |
|
|
VF
128
Virtu Financial
New York
| – | -$314K | -3,526 | Closed |
|
|
VC
129
VarCov Co
Darien,
Connecticut
| – | -$302K | -3,384 | Closed |
|
|
HF
130
HRT Financial
New York
| – | -$294K | -3,298 | Closed |
|
131
Corient Private Wealth
Miami,
Florida
| – | -$226K | -2,536 | Closed |
|
|
OC
132
Oppenheimer & Co
New York
| – | -$223K | -2,500 | Closed |
|
|
CAU
133
Caxton Associates (UK)
London,
| – | -$211K | -2,367 | Closed |
|
|
QCG
134
Quadrant Capital Group
Cincinnati,
Ohio
| – | -$36.7K | -412 | Closed |
|
135
RhumbLine Advisers
Boston,
Massachusetts
| – | -$23.3K | -261 | Closed |
|
|
SS
136
SBI Securities
Tokyo,
Japan
| – | -$3.03K | -34 | Closed |
|
|
QL
137
Quarry LP
New York
| – | -$2.14K | -24 | Closed |
|
OPY Hedge Fund Activity: Q2 2026 in Review
120 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Oppenheimer Holdings (OPY) for Q2 2026, worth a combined $463M — up 23% from $377M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new OPY positions and 17 closed out — a net gain of 7 holders — while 47 added to existing stakes and 31 trimmed.
The largest buyer was American Century Companies, adding an estimated $3.99M. The largest seller was Greenwich Wealth Management, exiting entirely with an estimated $9M sold.
- 120 institutional investors held Oppenheimer Holdings (OPY) as of Q2 2026, up from 116 in Q1 2026.
- Funds reported $463M of Oppenheimer Holdings stock for Q2 2026, up 23% quarter-over-quarter.
- 24 funds opened new Oppenheimer Holdings positions in Q2 2026 and 17 closed out, a net change of +7 holders.
- The largest Oppenheimer Holdings buyer in Q2 2026 was American Century Companies, an estimated $3.99M added.
- The largest Oppenheimer Holdings seller in Q2 2026 was Greenwich Wealth Management, an estimated $9M sold.
Based on aggregated 13F filings for Q2 2026.