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BOK Financial
BOKF

Overview Fund Activity

241 hedge funds and large institutions have $2.31B invested in BOK Financial in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 90 increasing their positions, 77 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
-13
Holders Change %
-5.12%
% of All Funds
3.27%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
90
Reduced
77
Closed
31
Calls
$2.52M
Puts
$1.8M
Net Calls
+$718K
Net Calls Change
-$825K

Top Buyers

1
AQR Capital Management
AQR Capital Management
Connecticut
$59.4M
2
Citadel Advisors
Citadel Advisors
Florida
$29.2M
3
UBS Group
UBS Group
Switzerland
$25.7M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$257M
5
QCM
Quantinno Capital Management
New York
$8.01M

Top Sellers

1
FGP
Freestone Grove Partners
California
$7.84M
2
State Street
State Street
Massachusetts
$82.8M
3
Raymond James Financial
Raymond James Financial
Florida
$485K
4
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$0
5
Vanguard Group
Vanguard Group
Pennsylvania
$251M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
226
Private Wealth Management Group
New Jersey
$2.08K – – –
DPW
227
DiNuzzo Private Wealth
Pennsylvania
$1.88K +$104 +1 +6%
FFA
228
Farther Finance Advisors
California
$1.86K -$206 -2 -10%
SIC
229
SJS Investment Consulting
Ohio
$1.56K +$313 +3 +25%
GFPC
230
Global Financial Private Client
Florida
$1.56K +$1.04K +10 +200%
CAL
231
Capital Advisors Ltd
Ohio
$1K – – –
LFG
232
Larson Financial Group
Missouri
$417 – – –
HIA
233
HFM Investment Advisors
New Jersey
$313 +$313 +3 New
BGAI
234
Bruce G. Allen Investments
Colorado
$312 – – –
CA
235
CoreCap Advisors
Michigan
$312 – – –
PWM
236
Parkworth Wealth Management
California
$312 +$104 +1 +50%
BHWM
237
Bay Harbor Wealth Management
Maryland
$208 +$208 +2 New
TFM
238
TFC Financial Management
Massachusetts
$105 – – –
Norges Bank
239
Norges Bank
Norway
– -$23.5M -220,915 Closed
Tudor Investment Corp
240
Tudor Investment Corp
Connecticut
– -$4.79M -45,002 Closed
TC
241
TwinBeech Capital
New York
– -$1.65M -15,516 Closed
YIH
242
Y-Intercept (HK)
Hong Kong
– -$797K -7,489 Closed
DTL
243
Dynamic Technology Lab
Singapore
– -$686K -6,440 Closed
I
244
InceptionR
California
– -$623K -5,854 Closed
JG
245
Jain Global
New York
– -$579K -5,442 Closed
HSA
246
Hussman Strategic Advisors
Maryland
– -$447K -4,200 Closed
XT
247
XTX Topco
Cayman Islands
– -$399K -3,747 Closed
EI
248
Ethic Inc
New York
– -$331K -3,105 Closed
BFG
249
Bleakley Financial Group
New Jersey
– -$320K -3,010 Closed
UFF
250
USA Financial Formulas
Michigan
– -$319K -2,997 Closed
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