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BOK Financial
BOKF

Overview Fund Activity

254 hedge funds and large institutions have $2.34B invested in BOK Financial in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 84 increasing their positions, 74 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
+22
Holders Change %
+9.48%
% of All Funds
3.38%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
51
Increased
84
Reduced
74
Closed
26
Calls
$2.05M
Puts
$511K
Net Calls
+$1.54M
Net Calls Change
-$653K

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$44.1M
2
UBS Group
2
UBS Group
Switzerland
$15.3M
3
BlackRock
3
BlackRock
New York
$132M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$253M
5
Fidelity International
5
Fidelity International
Bermuda
$6.28M

Top Sellers

1
Diamond Hill Capital Management
1
Diamond Hill Capital Management
Ohio
$4.9M
2
CIBC World Market
2
CIBC World Market
Ontario, Canada
$87M
3
Citadel Advisors
3
Citadel Advisors
Florida
$16.8M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$0
5
CWM
5
CIBC World Markets
New York
$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
226
Versant Capital Management
Arizona
$12.8K – – –
HWM
227
Hemington Wealth Management
Virginia
$12K +$2K +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 +$204 +2 +2%
CA
232
Clearstead Advisors
Ohio
$9.69K +$9.69K +91 New
RIM
233
Ranger Investment Management
Texas
$7.03K -$2.87K -27 -29%
CTA
234
Colonial Trust Advisors
South Carolina
$6.81K – – –
PS
235
Principal Securities
Iowa
$6.07K +$5K +47 +470%
JWA
236
JFS Wealth Advisors
Pennsylvania
$5.43K +$426 +4 +9%
PTC
237
Private Trust Company
Ohio
$5.22K +$4.26K +40 +444%
HNB
238
Huntington National Bank
Ohio
$4.15K – – –
S
239
SignatureFD
Georgia
$3.73K +$1.17K +11 +46%
BIA
240
Bell Investment Advisors
California
$2.98K – – –
Jones Financial Companies
241
Jones Financial Companies
Missouri
$2.66K +$2.66K +25 New
FFA
242
Farther Finance Advisors
California
$2.13K -$319 -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 -$320 -3 -20%
CAL
246
Capital Advisors Ltd
Ohio
$1K – – –
GM
247
GeoWealth Management
Illinois
$639 – – –
GFPC
248
Global Financial Private Client
Florida
$532 +$532 +5 New
LFG
249
Larson Financial Group
Missouri
$426 – – –
CA
250
CoreCap Advisors
Michigan
$319 – – –
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