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OPY · Financial Services

Oppenheimer Hldgs Inc

USA Financial Services Filing: 2026-03-31
20/100
Smart-money confidence1 of 3 sources positive
Bearish — money moving out

No standout activity across the feeds we track.

Hedge funds
26
Congress
No data
Insiders
No data
Cross-source blend of hedge-fund breadth, Congress trades, and insider Form 4s.  ·  how the score works
Market cap
$1.2B
Industry
Capital Markets
Sector
Financial Services
Exchange
NYSE
About OPPENHEIMER HLDGS INC

Oppenheimer Holdings Inc. operates as a middle-market investment bank and full-service broker-dealer. It provides brokerage services covering corporate equity and debt securities, money market instruments, exchange-traded options, municipal bonds, mutual funds, exchange-traded funds, certain precious metals, and unit investment trusts; financial and wealth planning services; and margin lending services. The company also offers asset management services, including separately managed accounts, mutual fund managed accounts, discretionary portfolio management programs, non-discretionary…

Who's behind the signal
Every informed buyer we can see on OPY, across all three feeds.
Hedge funds · 5
Point72 (Steve Cohen) Decreased −6%
D.E. Shaw & Co Decreased −24%
Citadel Advisors Decreased −5%
Congress · 0
No congressional trades on record.
Insiders
No significant Form 4 insider activity in the window.
Not a model pick — but on our radar. OPPENHEIMER HLDGS INC isn't in the top-10 model right now, but 5 tracked investors hold it. Everything below is real signal from public filings — treat this as a watch candidate, not a conviction call.
5
Investors
0
New positions
0
Increasing
5
Decreasing
0
Unchanged
Price History
Loading price data...
Return: High: Low:
Who's Holding This Stock
Position sizes and recent activity from tracked institutional investors
Trust weight: 1.2×
Decreased −54%
% of portfolio
0.0%
Position change
−54%
0.0% of Tudor Investment's portfolio
Trust weight: 1.1×
Decreased −6%
% of portfolio
0.0%
Position change
−6%
0.0% of Point72's portfolio
Trust weight: 1.0×
Decreased −24%
% of portfolio
0.0%
Position change
−24%
0.0% of D.E. Shaw & Co's portfolio
Trust weight: 1.0×
Decreased −5%
% of portfolio
0.0%
Position change
−5%
0.0% of Citadel Advisors's portfolio
Trust weight: 1.0×
Decreased −41%
% of portfolio
0.0%
Position change
−41%
0.0% of Millennium Management's portfolio
Portfolio Allocation
How much of each investor's portfolio is allocated to OPPENHEIMER HLDGS INC
⚠ Disclaimer: This page is for informational purposes only. Holdings data from SEC EDGAR 13F filings, delayed up to 135 days. Not a recommendation to buy or sell OPPENHEIMER HLDGS INC or any security.

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