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Oppenheimer Holdings

86 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 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

504% more call options, than puts

Call options by funds: $435K | Put options by funds: $72K

0.12% more ownership

Funds ownership: 36.13%36.25% (+0.12%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

5% less capital invested

Capital invested by funds: $237M → $225M (-$11.5M)

9% less funds holding

Funds holding: 9586 (-9)

45% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 38

62% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 13

Holders
86
Holders Change
-9
Holders Change %
-9.47%
% 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
13
Calls
$435K
Puts
$72K
Net Calls
+$363K
Net Calls Change
-$1M
Name Holding Trade Value Shares
Change
Change in
Stake
JCP
1
JB Capital Partners
New York
$30M
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$29.1M -$466K -7,212 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$23.3M +$366K +5,666 +1%
GWM
4
Greenwich Wealth Management
Connecticut
$18.2M
American Century Companies
5
American Century Companies
Missouri
$13.6M +$2.16M +33,433 +17%
BlackRock
6
BlackRock
New York
$9.97M -$33.6K -519 -0.3%
RC
7
RBF Capital
California
$9.84M
RA
8
Royce & Associates
New York
$4.8M +$2.78M +43,050 +115%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$4.6M -$869K -13,436 -15%
BCM
10
Bridgeway Capital Management
Texas
$4.52M +$119K +1,836 +2%
TG
11
TCW Group
California
$4.49M -$256K -3,966 -5%
Boston Partners
12
Boston Partners
Massachusetts
$4.27M +$3.8M +58,735 +458%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$4.04M +$185K +2,859 +4%
Morgan Stanley
14
Morgan Stanley
New York
$3.91M -$1.02M -15,829 -19%
Two Sigma Advisers
15
Two Sigma Advisers
New York
$3.43M -$162K -2,500 -4%
APCM
16
Arbiter Partners Capital Management
New York
$3.28M +$344K +5,316 +11%
PIM
17
Profit Investment Management
Maryland
$2.95M
Invesco
18
Invesco
Georgia
$2.48M +$2.41M +37,284 +865%
EC
19
EJF Capital
Virginia
$2.39M
EF
20
Empowered Funds
Pennsylvania
$2.17M +$119K +1,836 +5%
Two Sigma Investments
21
Two Sigma Investments
New York
$2.03M -$577K -8,918 -21%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$1.95M -$71.4K -1,104 -3%
Neuberger Berman Group
23
Neuberger Berman Group
New York
$1.92M -$12.6K -195 -0.6%
BFM
24
Boothbay Fund Management
New York
$1.91M +$344K +5,316 +20%
State Street
25
State Street
Massachusetts
$1.84M -$294K -4,554 -13%

OPY Hedge Fund Activity: Q1 2025 in Review

86 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Oppenheimer Holdings (OPY) for Q1 2025, worth a combined $225M — down 4.8% from $237M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of OPY and 5 opened new positions — a net loss of 8 holders — while 38 trimmed existing stakes and 21 added.

The largest buyer was Boston Partners, adding an estimated $3.8M. The largest seller was Morgan Stanley, cutting an estimated $1.02M.

  • 86 institutional investors held Oppenheimer Holdings (OPY) as of Q1 2025, down from 95 in Q4 2024.
  • Funds reported $225M of Oppenheimer Holdings stock for Q1 2025, down 4.8% quarter-over-quarter.
  • 5 funds opened new Oppenheimer Holdings positions in Q1 2025 and 13 closed out, a net change of -8 holders.
  • The largest Oppenheimer Holdings buyer in Q1 2025 was Boston Partners, an estimated $3.8M added.
  • The largest Oppenheimer Holdings seller in Q1 2025 was Morgan Stanley, an estimated $1.02M sold.

Based on aggregated 13F filings for Q1 2025.