Oppenheimer Holdings
109 hedge funds and large institutions have $298M invested in Oppenheimer Holdings in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 40 increasing their positions, 33 reducing their positions, and 10 closing their positions.
2,547% more call options, than puts
Call options by funds: $953K | Put options by funds: $36K
120% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 10
21% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 33
14% more capital invested
Capital invested by funds: $262M → $298M (+$36M)
11% more funds holding
Funds holding: 98 → 109 (+11)
0.49% more ownership
Funds ownership: 38.24% → 38.73% (+0.49%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$3.61M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$3.2M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$2.73M |
| 4 |
AG
Algert Global
San Francisco,
California
|
+$2.15M |
| 5 |
JP Morgan Chase
New York
|
+$1.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Greenwich Wealth Management
Greenwich,
Connecticut
|
-$13.1M |
| 2 |
TG
TCW Group
Los Angeles,
California
|
-$2.51M |
| 3 |
EC
EJF Capital
Arlington,
Virginia
|
-$1.45M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
-$1.28M |
| 5 |
BAM
Bosun Asset Management
Chicago,
Illinois
|
-$1.18M |
OPY Hedge Fund Activity: Q3 2025 in Review
109 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Oppenheimer Holdings (OPY) for Q3 2025, worth a combined $298M — up 14% from $262M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new OPY positions and 10 closed out — a net gain of 12 holders — while 40 added to existing stakes and 33 trimmed.
The largest buyer was Charles Schwab, adding an estimated $3.61M. The largest seller was Greenwich Wealth Management, cutting an estimated $13.1M.
- 109 institutional investors held Oppenheimer Holdings (OPY) as of Q3 2025, up from 98 in Q2 2025.
- Funds reported $298M of Oppenheimer Holdings stock for Q3 2025, up 14% quarter-over-quarter.
- 22 funds opened new Oppenheimer Holdings positions in Q3 2025 and 10 closed out, a net change of +12 holders.
- The largest Oppenheimer Holdings buyer in Q3 2025 was Charles Schwab, an estimated $3.61M added.
- The largest Oppenheimer Holdings seller in Q3 2025 was Greenwich Wealth Management, an estimated $13.1M sold.
Based on aggregated 13F filings for Q3 2025.