OPPENHEIMER HLDGS INC (OPY) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling OPY?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for OPPENHEIMER HLDGS INC, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on OPY?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for OPPENHEIMER HLDGS INC.

Is institutional money flowing into OPY?

64 institutional investors hold OPPENHEIMER HLDGS INC (OPY). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about OPY?

Track institutional sentiment and conviction scores for OPPENHEIMER HLDGS INC (OPY) including Smart Money Verdict and position changes on HoldingsIntel.

OPPENHEIMER HLDGS INC

OPY·683797104·US·equity·Financial Services - Capital Markets

CL A NON VTG

OPY (OPPENHEIMER HLDGS INC) is held by 64 institutional investors as of Q4 2025. Largest holders: DIMENSIONAL FUND ADVISORS LP ($35.4M), VANGUARD GROUP INC ($31.7M), AMERICAN CENTURY COMPANIES INC ($23.1M). Net institutional sentiment: Mixed.

Holders

Avg rating(6 Elite)

$208.1M

Total Value

55% (73)

Fund Consensus

35 buying - 29 selling

Smart Money Verdict- Q4 2025View all

51Mixed MomentumSplit Signals

Held by 64 funds

6 elite

Who's Trading

InsiderMcNAMARA DENNIS PSell $424KMar 2, 2026

Insider

13F: Dec 31, 2025Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
DIMENSIONAL FUND ADVISORS LP	Decreased	489,649(-0.7%)	$35.4M	0.0%	+141.36%	0
VANGUARD GROUP INC	Increased	437,943(+2.8%)	$31.7M	0.0%	+70.88%	30
AMERICAN CENTURY COMPANIES INC	Increased	319,990(+6.9%)	$23.1M	0.0%	+64.37%	31
BlackRock, Inc.	Increased	176,211(+3.9%)	$12.7M	0.0%	+39.45%	29
MILLENNIUM MANAGEMENT LLC	Increased	114,737(+56.6%)	$8.3M	0.0%	+39.00%	39
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Increased	110,906(+21.4%)	$8M	0.0%	+28.21%	33
ROYCE & ASSOCIATES LP	Decreased	108,892(-3.1%)	$7.9M	0.1%	+40.72%	0
Boston Partners	Increased	86,196(+9.2%)	$6.2M	0.0%	+44.42%	30
MORGAN STANLEY	Decreased	84,823(-2.0%)	$6.1M	0.0%	+70.49%	0
GEODE CAPITAL MANAGEMENT, LLC	Increased	73,322(+6.3%)	$5.3M	0.0%	+201.30%	29
STATE STREET CORP	Increased	67,421(+109.6%)	$4.9M	0.0%	+51.39%	43
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	Decreased	66,064(-9.4%)	$4.8M	0.0%	+123.66%	0
JPMORGAN CHASE & CO	Decreased	50,800(-26.8%)	$3.7M	0.0%	+30.83%	0
D. E. Shaw & Co., Inc.	Increased	50,188(+24.1%)	$3.6M	0.0%	+45.68%	32
GOLDMAN SACHS GROUP INC	Increased	46,009(+13.6%)	$3.3M	0.0%	+27.98%	30
TCW GROUP INC	Unchanged	38,694	$2.8M	0.0%	+85.55%	0
BNP PARIBAS FINANCIAL MARKETS	Increased	31,192(+21.0%)	$2.3M	0.0%	+27.28%	31
Empowered Funds, LLC	Increased	30,993(+60.9%)	$2.2M	0.0%	+58.12%	38
BANK OF AMERICA CORP /DE/	Decreased	30,820(-9.7%)	$2.2M	0.0%	+33.98%	0
Neuberger Berman Group LLC	Increased	30,255(+0.3%)	$2.2M	0.0%	+51.54%	26
TWO SIGMA ADVISERS, LP	Decreased	29,500(-10.6%)	$2.1M	0.0%	+122.99%	0
TUDOR INVESTMENT CORP ET AL	Decreased	27,748(-3.7%)	$2M	0.0%	+84.10%	0
Brandywine Global Investment Management, LLC	Decreased	25,558(-3.4%)	$1.8M	0.0%	+125.59%	0
Fisher Asset Management, LLC	Decreased	25,286(-5.2%)	$1.8M	0.0%	+133.37%	0
TWO SIGMA INVESTMENTS, LP	Increased	23,814(+47.2%)	$1.7M	0.0%	+79.48%	35
RENAISSANCE TECHNOLOGIES LLC	Decreased	22,400(-33.7%)	$1.6M	0.0%	+64.23%	0
CITADEL ADVISORS LLC	Decreased	21,147(-35.2%)	$1.5M	0.0%	+47.34%	0
Qube Research & Technologies Ltd	Decreased	20,938(-3.5%)	$1.5M	0.0%	+46.55%	0
Connor, Clark & Lunn Investment Management Ltd.	Increased	19,812(+6.3%)	$1.4M	0.0%	+48.69%	27
Man Group plc	Increased	19,183(+31.5%)	$1.4M	0.0%	+37.35%	32
Bank of New York Mellon Corp	Increased	17,185(+47.1%)	$1.2M	0.0%	+102.21%	35
Russell Investments Group, Ltd.	Increased	17,113(+12.1%)	$1.2M	0.0%	+19.43%	28
MARSHALL WACE, LLP	Decreased	16,795(-63.8%)	$1.2M	0.0%	+30.27%	0
NORTHERN TRUST CORP	Increased	16,761(+5.8%)	$1.2M	0.0%	+166.34%	27
POLEN CAPITAL MANAGEMENT LLC	Unchanged	16,343	$1.2M	0.0%	+36.84%	0
FMR LLC	Increased	15,598(+24.5%)	$1.1M	0.0%	+36.35%	31
Point72 Asset Management, L.P.	New	10,570	$764,105	0.0%	+22.10%	34
CANADA PENSION PLAN INVESTMENT BOARD	New	10,000	$722,900	0.0%	+22.10%	34
SEI INVESTMENTS CO	New	7,939	$573,901	0.0%	+22.10%	34
CAPTRUST FINANCIAL ADVISORS	Unchanged	7,000	$506,030	0.0%	+267.13%	0
Trexquant Investment LP	New	6,579	$475,596	0.0%	+22.10%	33
Invesco Ltd.	Decreased	6,388(-83.0%)	$461,789	0.0%	+19.11%	0
Verition Fund Management LLC	Decreased	6,347(-7.0%)	$458,825	0.0%	+27.40%	0
Brevan Howard Capital Management LP	Increased	6,212(+7.6%)	$449,065	0.0%	+31.06%	26
XTX Topco Ltd	New	6,189	$447,403	0.0%	+22.10%	33
AMERIPRISE FINANCIAL INC	Increased	5,833(+1.2%)	$424,012	0.0%	+131.00%	24
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	4,705(+16.2%)	$340,124	0.0%	+33.05%	19
UBS Group AG	Increased	4,403(+26.5%)	$318,292	0.0%	+56.69%	29
Walleye Capital LLC	Decreased	3,087(-49.9%)	$223,159	0.0%	+19.11%	0
STIFEL FINANCIAL CORP	Decreased	3,000(-0.4%)	$216,870	0.0%	+19.11%	0
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	Decreased	2,947(-82.2%)	$213,039	0.0%	+95.66%	0
State of Tennessee, Department of Treasury	New	2,028	$170,413	0.0%	+22.10%	31
CITIGROUP INC	Increased	1,495(+92.2%)	$108,073	0.0%	+30.47%	24
NISA INVESTMENT ADVISORS, LLC	New	1,200	$88,848	0.0%	+22.10%	30
BARCLAYS PLC	New	551	$39,832	0.0%	+22.10%	31
OSAIC HOLDINGS, INC.	New	530	$38,313	0.0%	+22.10%	28
RHUMBLINE ADVISERS	Unchanged	215	$15,542	0.0%	+282.73%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Unchanged	81	$6,221	0.0%	+19.11%	0
US BANCORP \DE\	Decreased	42(-4.5%)	$3,036	0.0%	+35.92%	0
ROYAL BANK OF CANADA	Decreased	40(-52.4%)	$3,000	0.0%	+40.48%	0
Allworth Financial LP	Increased	40(+17.6%)	$2,893	0.0%	+65.43%	10
FIFTH THIRD BANCORP	Unchanged	25	$1,807	0.0%	+51.90%	0
HRT FINANCIAL LP	Increased	13,632(+23.4%)	$985	0.0%	+33.78%	14
WELLS FARGO & COMPANY/MN	Increased	1	$49	0.0%	+22.10%	8
Centiva Capital, LP	Exited	0(-100.0%)	$232,817	0.0%	-2.44%	0
Farther Finance Advisors, LLC	Exited	0(-100.0%)	$370	0.0%	-2.44%	0
ExodusPoint Capital Management, LP	Exited	0(-100.0%)	$212,122	0.0%	-2.44%	0
VICTORY CAPITAL MANAGEMENT INC	Exited	0(-100.0%)	$814,488	0.0%	+56.75%	0
Quadrature Capital Ltd	Exited	0(-100.0%)	$439,144	0.0%	-2.44%	0
JANE STREET GROUP, LLC	Exited	0(-100.0%)	$490,763	0.0%	+12.07%	0
Engineers Gate Manager LP	Exited	0(-100.0%)	$263,637	0.0%	-2.44%	0
SIMPLEX TRADING, LLC	Exited	0(-100.0%)	$2	0.0%	+12.07%	0
Virtu Financial LLC	Exited	0(-100.0%)	$351	0.0%	-2.44%	0

OPPENHEIMER HLDGS INC

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