BancFirst
BANF
257 hedge funds and large institutions have $1.79B invested in BancFirst in 2025 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 77 increasing their positions, 101 reducing their positions, and 39 closing their positions.
232% more call options, than puts
Call options by funds: $810K | Put options by funds: $244K
0.34% more ownership
Funds ownership: 50.12% → 50.46% (+0.34%)
3% less funds holding
Funds holding: 265 → 257 (-8)
13% less first-time investments, than exits
New positions opened: 34 | Existing positions closed: 39
15% less capital invested
Capital invested by funds: $2.11B → $1.79B (-$327M)
24% less repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 101
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$11M |
| 2 |
Millennium Management
New York
|
+$8.87M |
| 3 |
BlackRock
New York
|
+$4.8M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$4.55M |
| 5 |
Verition Fund Management
Greenwich,
Connecticut
|
+$4.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$26.7M |
| 2 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$8.07M |
| 3 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$7.92M |
| 4 |
HCM
Hodges Capital Management
Dallas,
Texas
|
-$5.25M |
| 5 |
BTIM
BancFirst Trust & Investment Management
Oklahoma City,
Oklahoma
|
-$3.9M |
BANF Hedge Fund Activity: Q4 2025 in Review
257 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in BancFirst (BANF) for Q4 2025, worth a combined $1.79B — down 15% from $2.11B a quarter earlier.
Sellers outnumbered buyers: 39 funds closed out of BANF and 34 opened new positions — a net loss of 5 holders — while 101 trimmed existing stakes and 77 added.
The largest buyer was State Street, adding an estimated $11M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $26.7M.
- 257 institutional investors held BancFirst (BANF) as of Q4 2025, down from 265 in Q3 2025.
- Funds reported $1.79B of BancFirst stock for Q4 2025, down 15% quarter-over-quarter.
- 34 funds opened new BancFirst positions in Q4 2025 and 39 closed out, a net change of -5 holders.
- The largest BancFirst buyer in Q4 2025 was State Street, an estimated $11M added.
- The largest BancFirst seller in Q4 2025 was Kayne Anderson Rudnick Investment Management, an estimated $26.7M sold.
Based on aggregated 13F filings for Q4 2025.