Creative Planning has opened a new $21.5M position in $OMFL, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 12-31-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $OMFL.
$OMFL Hedge Fund Activity
We have seen 105 institutional investors add shares of $OMFL stock to their portfolio, and 156 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ARIZONA PSPRS TRUST removed 9,185,484 shares (-84.9%) from their portfolio in Q4 2025, for an estimated $561,508,636
- INVESCO LTD. removed 734,639 shares (-3.6%) from their portfolio in Q3 2025, for an estimated $44,269,346
- LM ADVISORS LLC removed 584,650 shares (-93.9%) from their portfolio in Q4 2025, for an estimated $35,739,654
- MORGAN STANLEY removed 397,779 shares (-8.2%) from their portfolio in Q4 2025, for an estimated $24,316,230
- WALLER FINANCIAL PLANNING GROUP, INC removed 379,912 shares (-63.6%) from their portfolio in Q4 2025, for an estimated $23,224,020
- CREATIVE PLANNING added 352,181 shares (+inf%) to their portfolio in Q4 2025, for an estimated $21,528,824
- BALENTINE LLC removed 302,136 shares (-5.4%) from their portfolio in Q4 2025, for an estimated $18,469,573
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $OMFL ticker page for more data.
