DOSSIER · 13F-HR · Q4 2025
O'Brien Wealth Partners LLC
O'Brien Wealth's hedge fund based in London, UK — $756M in tracked AUM across 110 positions as of Q4 2025.
OW
O'Brien Wealth·London, UK·Hedge Fund
CIK 0001689874 · last filed Dec 31, 2025
AI Analysis · Q4 2025 · Q4 2025
Comprehensive Analysis of O'Brien Wealth Partners LLC SEC 13F Filing
Portfolio Overview
O'Brien Wealth Partners LLC has reported a significant expansion in assets under management, with the total portfolio value growing by 84.4% from $410.15M to $756.23M in the quarter ending December 31, 2025. This substantial increase likely indicates a combination of strong market performance and significant net capital inflows into the firm's strategies. The portfolio consists of **110 hol...
Quarter at a glance — Q4 2025
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q4 2025.
Filing history
Filing history loading…