BOKF icon

BOK Financial

248 hedge funds and large institutions have $2.69B invested in BOK Financial in 2025 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 70 increasing their positions, 86 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.23M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DPW
226
DiNuzzo Private Wealth
Pennsylvania
$1.9K
BWL
227
Bogart Wealth LLC
Virginia
$1.78K
RWM
228
Rialto Wealth Management
New York
$1.66K
CA
229
Clearstead Advisors
Ohio
$1.66K
LFG
230
Larson Financial Group
Missouri
$1.54K
MPWT
231
MassMutual Private Wealth & Trust
Connecticut
$1.42K
Fifth Third Bancorp
232
Fifth Third Bancorp
Ohio
$1.42K
PWA
233
Principia Wealth Advisory
Texas
$1.3K
CAL
234
Capital Advisors Ltd
Ohio
$1K
CFM
235
Cornerstone Financial Management
Massachusetts
$948
SIC
236
SJS Investment Consulting
Ohio
$830
BHWM
237
Bay Harbor Wealth Management
Maryland
$829
HI
238
Horizon Investments
North Carolina
$829
AF
239
Advisornet Financial
Minnesota
$711
HIA
240
HFM Investment Advisors
New Jersey
$593
PWA
241
Physician Wealth Advisors
Utah
$593
SS
242
Sunbelt Securities
Texas
$592
UB
243
UMB Bank
Missouri
$592
AssetMark Inc
244
AssetMark Inc
California
$592
BGAI
245
Bruce G. Allen Investments
Colorado
$355
DF
246
DecisionPoint Financial
Arizona
$237
TFM
247
TFC Financial Management
Massachusetts
$119
Qube Research & Technologies (QRT)
248
Qube Research & Technologies (QRT)
United Kingdom
Mackenzie Financial
249
Mackenzie Financial
Ontario, Canada
Millennium Management
250
Millennium Management
New York