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Oppenheimer Holdings
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Overview Fund Activity

97 hedge funds and large institutions have $262M invested in Oppenheimer Holdings in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 31 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+12
Holders Change %
+14.12%
% of All Funds
1.3%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
23
Increased
31
Reduced
23
Closed
10
Calls
$4.05M
Puts
$32K
Net Calls
+$4.02M
Net Calls Change
+$3.65M

Top Buyers

1
Marshall Wace
Marshall Wace
United Kingdom
+$2.02M
2
American Century Companies
American Century Companies
Missouri
+$1.82M
3
Millennium Management
Millennium Management
New York
+$1.8M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.75M
5
Morgan Stanley
Morgan Stanley
New York
+$1.6M

Top Sellers

1
Invesco
Invesco
Georgia
-$2.48M
2
EF
Empowered Funds
Pennsylvania
-$1.31M
3
BCM
Bridgeway Capital Management
Texas
-$1.31M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$862K
5
Two Sigma Investments
Two Sigma Investments
New York
-$713K
Name Holding Trade Value Shares
Change 		Shares
Change %
JCP
1
JB Capital Partners
New York
$33.1M – – –
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$32.2M +$105K +1,603 +0.3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$27.3M +$1.6M +24,253 +6%
GWM
4
Greenwich Wealth Management
Connecticut
$20.1M – – –
American Century Companies
5
American Century Companies
Missouri
$16.8M +$1.82M +27,677 +12%
BlackRock
6
BlackRock
New York
$11.1M +$62.8K +955 +0.6%
RC
7
RBF Capital
California
$10.9M – – –
RA
8
Royce & Associates
New York
$6.27M +$969K +14,731 +18%
Morgan Stanley
9
Morgan Stanley
New York
$5.91M +$1.6M +24,327 +37%
Arrowstreet Capital
10
Arrowstreet Capital
Massachusetts
$4.99M -$83.1K -1,264 -2%
TG
11
TCW Group
California
$4.82M -$132K -2,000 -3%
Boston Partners
12
Boston Partners
Massachusetts
$4.65M -$57.7K -877 -1%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$4.47M +$14.1K +214 +0.3%
BCM
14
Bridgeway Capital Management
Texas
$3.68M -$1.31M -19,864 -26%
APCM
15
Arbiter Partners Capital Management
New York
$3.62M – – –
Millennium Management
16
Millennium Management
New York
$3.53M +$1.8M +27,316 +103%
PIM
17
Profit Investment Management
Maryland
$3.25M – – –
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$2.95M +$1.75M +26,643 +146%
Two Sigma Advisers
19
Two Sigma Advisers
New York
$2.92M -$862K -13,100 -23%
Charles Schwab
20
Charles Schwab
California
$2.74M +$1.17M +17,734 +74%
EC
21
EJF Capital
Virginia
$2.63M – – –
State Street
22
State Street
Massachusetts
$2.19M +$157K +2,394 +8%
BFM
23
Boothbay Fund Management
New York
$2.11M – – –
Citadel Advisors
24
Citadel Advisors
Florida
$2.03M +$1.23M +18,704 +153%
Fisher Asset Management
25
Fisher Asset Management
Washington
$2.02M – – –
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