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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 %
JCP
1
JB Capital Partners
New York
$30M – – –
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$29.1M -$430K -7,212 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$23.3M +$338K +5,666 +1%
GWM
4
Greenwich Wealth Management
Connecticut
$18.2M – – –
American Century Companies
5
American Century Companies
Missouri
$13.6M +$1.99M +33,433 +17%
BlackRock
6
BlackRock
New York
$9.97M -$30.9K -519 -0.3%
RC
7
RBF Capital
California
$9.84M – – –
RA
8
Royce & Associates
New York
$4.8M +$2.57M +43,050 +115%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$4.6M -$801K -13,436 -15%
BCM
10
Bridgeway Capital Management
Texas
$4.52M +$109K +1,836 +2%
TG
11
TCW Group
California
$4.49M -$236K -3,966 -5%
Boston Partners
12
Boston Partners
Massachusetts
$4.27M +$3.5M +58,735 +458%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$4.04M +$171K +2,859 +4%
Morgan Stanley
14
Morgan Stanley
New York
$3.91M -$944K -15,829 -19%
Two Sigma Advisers
15
Two Sigma Advisers
New York
$3.43M -$149K -2,500 -4%
APCM
16
Arbiter Partners Capital Management
New York
$3.28M +$317K +5,316 +11%
PIM
17
Profit Investment Management
Maryland
$2.95M – – –
Invesco
18
Invesco
Georgia
$2.48M +$2.22M +37,284 +865%
EC
19
EJF Capital
Virginia
$2.39M – – –
EF
20
Empowered Funds
Pennsylvania
$2.17M +$109K +1,836 +5%
Two Sigma Investments
21
Two Sigma Investments
New York
$2.03M -$532K -8,918 -21%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$1.95M -$65.8K -1,104 -3%
Neuberger Berman Group
23
Neuberger Berman Group
New York
$1.92M -$11.6K -195 -0.6%
BFM
24
Boothbay Fund Management
New York
$1.91M +$317K +5,316 +20%
State Street
25
State Street
Massachusetts
$1.84M -$272K -4,554 -13%
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