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BOK Financial

245 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

14% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 35

1% more funds holding

Funds holding: 242245 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.46% less ownership

Funds ownership: 34.9%34.44% (-0.46%)

7% less capital invested

Capital invested by funds: $2.33B → $2.16B (-$173M)

19% less call options, than puts

Call options by funds: $674K | Put options by funds: $829K

20% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 92

Holders
245
Holders Change
+3
Holders Change %
+1.24%
% of All Funds
3.23%
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
Name Holding Trade Value Shares
Change
Change in
Stake
TWD
226
True Wealth Design
Ohio
$1.07K -$21K -223 -95%
PWA
227
Principia Wealth Advisory
Texas
$1.07K +$1.03K +11 New
RWM
228
Rialto Wealth Management
New York
$1.07K +$1.03K +11 New
CAL
229
Capital Advisors Ltd
Ohio
$1K -$282 -3 -33%
BWL
230
Bogart Wealth LLC
Virginia
$976 +$941 +10 New
AAP
231
Arax Advisory Partners
Colorado
$879 -$18.2K -193 -96%
SIC
232
SJS Investment Consulting
Ohio
$684 -$753 -8 -53%
PS
233
Principal Securities
Iowa
$683 -$4.7K -50 -88%
LFG
234
Larson Financial Group
Missouri
$683 +$282 +3 +75%
AF
235
Advisornet Financial
Minnesota
$586 +$564 +6 New
HIA
236
HFM Investment Advisors
New Jersey
$488 +$188 +2 +67%
PWM
237
Parkworth Wealth Management
California
$488 +$188 +2 +67%
AssetMark Inc
238
AssetMark Inc
California
$488 +$470 +5 New
BGAI
239
Bruce G. Allen Investments
Colorado
$293
UB
240
UMB Bank
Missouri
$293 +$282 +3 New
TPWA
241
Twin Peaks Wealth Advisors
California
$209 +$188 +2 New
DF
242
DecisionPoint Financial
Arizona
$203 +$188 +2 New
BHWM
243
Bay Harbor Wealth Management
Maryland
$195
TFM
244
TFC Financial Management
Massachusetts
$98
TI
245
Trexquant Investment
Connecticut
-$4.11M -39,499 Closed
DFCM
246
Dark Forest Capital Management
Puerto Rico
-$3.37M -32,402 Closed
WAM
247
Wolverine Asset Management
Illinois
-$2.59M -24,840 Closed
IC
248
IEQ Capital
California
-$2.54M -24,423 Closed
MAM
249
Meeder Asset Management
Ohio
-$2.38M -22,881 Closed
JFG
250
Jefferies Financial Group
New York
-$1.68M -16,100 Closed

BOKF Hedge Fund Activity: Q2 2025 in Review

245 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q2 2025, worth a combined $2.16B — down 7.4% from $2.33B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new BOKF positions and 35 closed out — a net gain of 5 holders — while 74 added to existing stakes and 92 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $17.8M. The largest seller was Millennium Management, cutting an estimated $22.6M.

  • 245 institutional investors held BOK Financial (BOKF) as of Q2 2025, up from 242 in Q1 2025.
  • Funds reported $2.16B of BOK Financial stock for Q2 2025, down 7.4% quarter-over-quarter.
  • 40 funds opened new BOK Financial positions in Q2 2025 and 35 closed out, a net change of +5 holders.
  • The largest BOK Financial buyer in Q2 2025 was Victory Capital Management, an estimated $17.8M added.
  • The largest BOK Financial seller in Q2 2025 was Millennium Management, an estimated $22.6M sold.

Based on aggregated 13F filings for Q2 2025.