Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

OPPENHEIMER HLDGS INC (OPY)

106 + Investors. Track Smart Money conviction in OPY. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
54%

Smart Money Signals — OPY

Based on 105 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their OPY positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
105 hedge funds hold OPY right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +13% more funds vs a year ago

fund count last 6Q
+12 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

55 buying46 selling
Last quarter: 55 funds bought or added vs 46 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 4 → 22 → 21 → 15. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 17% medium ■ 19% new
67 out of 105 hedge funds have held OPY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

15 → 4 → 22 → 21 → 15 new funds/Q
New funds entering each quarter: 4 → 22 → 21 → 15. A growing number of institutions are discovering OPY each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 72% of holders stayed 2+ years

■ 72% veterans ■ 9% 1-2yr ■ 19% new
Of 106 current holders: 76 (72%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds
22 of 105 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in OPY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — OPY

In 2025 Q4, 55 hedge funds were net buyers of OPY (15 opened a new position, 40 added to an existing one), while 46 reduced or exited (30 trimmed, 16 sold completely) — a 54% buyer ratio, indicating a slight buying edge. 46% of total institutional value in OPY is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 105.

Hedge Fund Ownership: OPY

How many hedge funds hold OPY — quarterly history vs. share price
Quarterly hedge fund ownership of OPY vs. share price

Market Analysis: OPY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OPY

Financial Services Capital Markets

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

21 top-rated funds 0 high-conviction
Consensus
5.8
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: OPY
2026 Q1 Stats Unlock in 5 days 106 + Investors

Track Smart Money conviction in OPY. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 106 108 -1.85%
13F Shares 4M 4M 1.14%
Total Value $296M $299M -1.0%
New Positions 15 21 -6
Increased Positions 40 40 -
Closed Positions 17 10 +7
Reduced Positions 32 39 -7
Total Calls 1 2 -50.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: OPY

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Institutional Holders (2026 Q1)

106 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in OPY. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of OPY — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 JB CAPITAL PARTNERS LP 7.74% 503,954 $44.9M
2 Arbiter Partners Capital Management LLC 2.81% 54,999 $4.9M
3 EJF Capital LP 1.26% 20,000 $1.8M
4 RBF Capital, LLC 0.76% 163,771 $14.6M
5 Greenwich Wealth Management LLC 0.37% 100,872 $9K
6 Beverly Hills Private Wealth, LLC 0.34% 22,667 $2.0M
7 Avise Financial Cooperative, Inc. 0.17% 2,316 $207K
8 ROYCE & ASSOCIATES LP 0.15% 170,079 $15.2M
9 DGS Capital Management, LLC 0.05% 3,681 $328K
10 Missouri Trust & Investment Co 0.05% 1,900 $169K
11 ALGERT GLOBAL LLC 0.05% 36,819 $3K
12 Penn Capital Management Company, LLC 0.05% 6,845 $611K
13 Inspire Investing, LLC 0.04% 5,768 $514K
14 AlphaQuest LLC 0.04% 9,024 $652K
15 BOKF, NA 0.03% 23,850 $2.1M
16 NorthCrest Asset Manangement, LLC 0.03% 11,350 $1.0M
17 Empowered Funds, LLC 0.03% 46,066 $4.1M
18 POLEN CAPITAL MANAGEMENT LLC 0.02% 26,954 $2.4M
19 Ares Financial Consulting, LLC 0.01% 212 $19K
20 Virtu Financial LLC 0.01% 3,526 —
21 Boston Partners 0.01% 131,434 $11.7M
22 WealthCollab, LLC 0.01% 300 $27K
23 TCW GROUP INC 0.01% 13,669 $1.2M
24 Susquehanna Portfolio Strategies, LLC 0.01% 4,342 $387K
25 Quantbot Technologies LP 0.01% 1,475 $132K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — OPPENHEIMER HLDGS INC (OPY)

What does the Smart Money Trend signal show for OPY?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their OPY positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for OPY?

Slight buying edge — 54% buying: Last quarter: 55 funds bought or added vs 46 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for OPY holders?

Elite ownership — 46% AUM from top-100 funds: 22 of 105 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in OPY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held OPY?

64% of holders stayed for 2+ years: 67 out of 105 hedge funds have held OPY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.