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BOK Financial
BOKF

Overview Fund Activity

244 hedge funds and large institutions have $2.16B invested in BOK Financial in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 74 increasing their positions, 92 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
+3
Holders Change %
+1.24%
% of All Funds
3.28%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
40
Increased
74
Reduced
92
Closed
35
Calls
$674K
Puts
$829K
Net Calls
-$155K
Net Calls Change
-$873K

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$19.2M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$36.8M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$22.1M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$251M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$8.57M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$2.77M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$40.5M
3
CIBC World Market
3
CIBC World Market
Ontario, Canada
$63.9M
4
BlackRock
4
BlackRock
New York
$108M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWA
226
Principia Wealth Advisory
Texas
$1.07K +$1.07K +11 New
RWM
227
Rialto Wealth Management
New York
$1.07K +$1.07K +11 New
CAL
228
Capital Advisors Ltd
Ohio
$1K -$500 -3 -33%
BWL
229
Bogart Wealth LLC
Virginia
$976 +$976 +10 New
AAP
230
Arax Advisory Partners
Colorado
$879 -$18.9K -193 -96%
SIC
231
SJS Investment Consulting
Ohio
$684 -$782 -8 -53%
PS
232
Principal Securities
Iowa
$683 -$4.88K -50 -88%
LFG
233
Larson Financial Group
Missouri
$683 +$293 +3 +75%
AF
234
Advisornet Financial
Minnesota
$586 +$586 +6 New
PWM
235
Parkworth Wealth Management
California
$488 +$195 +2 +67%
HIA
236
HFM Investment Advisors
New Jersey
$488 +$195 +2 +67%
AssetMark Inc
237
AssetMark Inc
California
$488 +$488 +5 New
BGAI
238
Bruce G. Allen Investments
Colorado
$293 – – –
UB
239
UMB Bank
Missouri
$293 +$293 +3 New
TPWA
240
Twin Peaks Wealth Advisors
California
$209 +$209 +2 New
DF
241
DecisionPoint Financial
Arizona
$203 +$203 +2 New
BHWM
242
Bay Harbor Wealth Management
Maryland
$195 – – –
TFM
243
TFC Financial Management
Massachusetts
$98 – – –
TI
244
Trexquant Investment
Connecticut
– -$4.11M -39,499 Closed
DFCM
245
Dark Forest Capital Management
Puerto Rico
– -$3.37M -32,402 Closed
WAM
246
Wolverine Asset Management
Illinois
– -$2.59M -24,840 Closed
IC
247
IEQ Capital
California
– -$2.54M -24,423 Closed
MAM
248
Meeder Asset Management
Ohio
– -$2.38M -22,881 Closed
JFG
249
Jefferies Financial Group
New York
– -$1.68M -16,100 Closed
APF
250
Alaska Permanent Fund
Alaska
– -$975K -10,461 Closed
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10
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