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BOK Financial

244 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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

6% less capital invested

Capital invested by funds: $2.31B → $2.16B (-$148M)

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
244
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$674K
Puts
$829K
Net Calls
Net Calls Change

Top Buyers

1 +$18.5M
2 +$17.9M
3 +$14.6M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$10.4M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$7.22M

Top Sellers

1 -$23.5M
2 -$16.1M
3 -$15.9M
4
BlackRock
BlackRock
New York
-$12.4M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$9.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
226
Principia Wealth Advisory
Texas
$1.07K
RWM
227
Rialto Wealth Management
New York
$1.07K
CAL
228
Capital Advisors Ltd
Ohio
$1K
BWL
229
Bogart Wealth LLC
Virginia
$976
AAP
230
Arax Advisory Partners
Colorado
$879
SIC
231
SJS Investment Consulting
Ohio
$684
PS
232
Principal Securities
Iowa
$683
LFG
233
Larson Financial Group
Missouri
$683
AF
234
Advisornet Financial
Minnesota
$586
PWM
235
Parkworth Wealth Management
California
$488
HIA
236
HFM Investment Advisors
New Jersey
$488
AssetMark Inc
237
AssetMark Inc
California
$488
BGAI
238
Bruce G. Allen Investments
Colorado
$293
UB
239
UMB Bank
Missouri
$293
TPWA
240
Twin Peaks Wealth Advisors
California
$209
DF
241
DecisionPoint Financial
Arizona
$203
BHWM
242
Bay Harbor Wealth Management
Maryland
$195
TFM
243
TFC Financial Management
Massachusetts
$98
TI
244
Trexquant Investment
Connecticut
DFCM
245
Dark Forest Capital Management
Puerto Rico
WAM
246
Wolverine Asset Management
Illinois
IC
247
IEQ Capital
California
MAM
248
Meeder Asset Management
Ohio
JFG
249
Jefferies Financial Group
New York
APF
250
Alaska Permanent Fund
Alaska