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.
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: 4 → 4 (0)
5% less capital invested
Capital invested by funds: $237M → $225M (-$11.5M)
9% less funds holding
Funds holding: 95 → 86 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$3.8M |
| 2 |
RA
Royce & Associates
New York
|
+$2.78M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$2.41M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$2.16M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$1.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.02M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$869K |
| 3 |
Millennium Management
New York
|
-$660K |
| 4 |
Walleye Capital
New York
|
-$604K |
| 5 |
Two Sigma Investments
New York
|
-$577K |
OPY Hedge Fund Activity: Q1 2025 in Review
86 of the 7,472 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.