Oppenheimer Holdings
109 hedge funds and large institutions have $294M invested in Oppenheimer Holdings in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 38 increasing their positions, 31 reducing their positions, and 16 closing their positions.
23% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 31
6% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 16
0.23% more ownership
Funds ownership: 38.73% → 38.96% (+0.23%)
0% more funds holding
Funds holding: 109 → 109 (0)
2% less capital invested
Capital invested by funds: $298M → $294M (-$4.59M)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$2.89M |
| 2 |
State Street
Boston,
Massachusetts
|
+$2.45M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$1.45M |
| 4 |
Charles Schwab
San Francisco,
California
|
+$1.36M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$829K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PIM
Profit Investment Management
North Bethesda,
Maryland
|
-$2.5M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$2.18M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$2.06M |
| 4 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
-$1.42M |
| 5 |
JP Morgan Chase
New York
|
-$1.3M |
OPY Hedge Fund Activity: Q4 2025 in Review
109 of the 8,270 institutional investors tracked by Wall St. Rank reported a position in Oppenheimer Holdings (OPY) for Q4 2025, worth a combined $294M — down 1.5% from $298M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new OPY positions and 16 closed out — a net gain of 1 holder — while 38 added to existing stakes and 31 trimmed.
The largest buyer was Millennium Management, adding an estimated $2.89M. The largest seller was Profit Investment Management, exiting entirely with an estimated $2.5M sold.
- 109 institutional investors held Oppenheimer Holdings (OPY) as of Q4 2025, unchanged from Q3 2025.
- Funds reported $294M of Oppenheimer Holdings stock for Q4 2025, down 1.5% quarter-over-quarter.
- 17 funds opened new Oppenheimer Holdings positions in Q4 2025 and 16 closed out, a net change of +1 holder.
- The largest Oppenheimer Holdings buyer in Q4 2025 was Millennium Management, an estimated $2.89M added.
- The largest Oppenheimer Holdings seller in Q4 2025 was Profit Investment Management, an estimated $2.5M sold.
Based on aggregated 13F filings for Q4 2025.