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BOK Financial

254 hedge funds and large institutions have $2.34B invested in BOK Financial in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 85 increasing their positions, 74 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

302% more call options, than puts

Call options by funds: $2.05M | Put options by funds: $511K

92% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 26

15% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 74

9% more funds holding

Funds holding: 233254 (+21)

2% more capital invested

Capital invested by funds: $2.28B → $2.34B (+$53.1M)

0.19% more ownership

Funds ownership: 34.06%34.25% (+0.19%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
254
Holders Change
+21
Holders Change %
+9.01%
% of All Funds
3.35%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
50
Increased
85
Reduced
74
Closed
26
Calls
$2.05M
Puts
$511K
Net Calls
+$1.54M
Net Calls Change
-$653K
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
226
Versant Capital Management
Arizona
$12.8K
HWM
227
Hemington Wealth Management
Virginia
$12K +$2.23K +20 +20%
HFM
228
Harvest Fund Management
China
$11K
MG
229
Mather Group
Illinois
$10.6K
LI
230
LRI Investments
Florida
$10K
C
231
Covestor
United Kingdom
$10K +$223 +2 +2%
CA
232
Clearstead Advisors
Ohio
$9.69K +$10.2K +91 New
RIM
233
Ranger Investment Management
Texas
$7.03K -$3.01K -27 -29%
CTA
234
Colonial Trust Advisors
South Carolina
$6.81K
PS
235
Principal Securities
Iowa
$6.07K +$5.25K +47 +470%
JWA
236
JFS Wealth Advisors
Pennsylvania
$5.43K +$447 +4 +9%
PTC
237
Private Trust Company
Ohio
$5.22K +$4.47K +40 +444%
HNB
238
Huntington National Bank
Ohio
$4.15K
S
239
SignatureFD
Georgia
$3.73K +$1.23K +11 +46%
BIA
240
Bell Investment Advisors
California
$2.98K
Jones Financial Companies
241
Jones Financial Companies
Missouri
$2.66K +$2.79K +25 New
FFA
242
Farther Finance Advisors
California
$2.13K -$335 -3 -13%
PWMG
243
Private Wealth Management Group
New Jersey
$2.13K
DPW
244
DiNuzzo Private Wealth
Pennsylvania
$1.81K
SIC
245
SJS Investment Consulting
Ohio
$1.28K -$335 -3 -20%
CAL
246
Capital Advisors Ltd
Ohio
$1K
GM
247
GeoWealth Management
Illinois
$639
GFPC
248
Global Financial Private Client
Florida
$532 +$558 +5 New
LFG
249
Larson Financial Group
Missouri
$426
BGAI
250
Bruce G. Allen Investments
Colorado
$319

BOKF Hedge Fund Activity: Q4 2024 in Review

254 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q4 2024, worth a combined $2.34B — up 2.3% from $2.28B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new BOKF positions and 26 closed out — a net gain of 24 holders — while 85 added to existing stakes and 74 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $20.6M. The largest seller was Diamond Hill Capital Management, cutting an estimated $32.3M.

  • 254 institutional investors held BOK Financial (BOKF) as of Q4 2024, up from 233 in Q3 2024.
  • Funds reported $2.34B of BOK Financial stock for Q4 2024, up 2.3% quarter-over-quarter.
  • 50 funds opened new BOK Financial positions in Q4 2024 and 26 closed out, a net change of +24 holders.
  • The largest BOK Financial buyer in Q4 2024 was AQR Capital Management, an estimated $20.6M added.
  • The largest BOK Financial seller in Q4 2024 was Diamond Hill Capital Management, an estimated $32.3M sold.

Based on aggregated 13F filings for Q4 2024.