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BOK Financial

250 hedge funds and large institutions have $2.44B invested in BOK Financial in 2025 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 65 increasing their positions, 90 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

397% more call options, than puts

Call options by funds: $2.55M | Put options by funds: $513K

26% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 31

13% more capital invested

Capital invested by funds: $2.16B → $2.44B (+$276M)

2% more funds holding

Funds holding: 245250 (+5)

0.04% less ownership

Funds ownership: 34.44%34.39% (-0.04%)

28% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 90

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
250
Holders Change
+5
Holders Change %
+2.04%
% of All Funds
3.28%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
39
Increased
65
Reduced
90
Closed
31
Calls
$2.55M
Puts
$513K
Net Calls
+$2.04M
Net Calls Change
+$2.19M
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
226
Fifth Third Bancorp
Ohio
$1.34K
PWA
227
Principia Wealth Advisory
Texas
$1.23K
CA
228
Clearstead Advisors
Ohio
$1.23K +$1.18K +11 New
BWL
229
Bogart Wealth LLC
Virginia
$1.11K
LFG
230
Larson Financial Group
Missouri
$1.11K +$321 +3 +43%
ASN
231
Advisory Services Network
Georgia
$1.11K +$1.07K +10 New
SS
232
Sunbelt Securities
Texas
$1.11K +$1.07K +10 New
CAL
233
Capital Advisors Ltd
Ohio
$1K
Simplex Trading
234
Simplex Trading
Illinois
$1K +$855 +8 +800%
CCM
235
Cloud Capital Management
Washington
$1K +$1.18K +11 New
PS
236
Principal Securities
Iowa
$780
AF
237
Advisornet Financial
Minnesota
$669
PWA
238
Physician Wealth Advisors
Utah
$558 +$534 +5 New
AssetMark Inc
239
AssetMark Inc
California
$557
HIA
240
HFM Investment Advisors
New Jersey
$557
UB
241
UMB Bank
Missouri
$557 +$214 +2 +67%
BHWM
242
Bay Harbor Wealth Management
Maryland
$557 +$321 +3 +150%
HNB
243
Huntington National Bank
Ohio
$557 +$534 +5 New
BGAI
244
Bruce G. Allen Investments
Colorado
$334
DF
245
DecisionPoint Financial
Arizona
$223
SS
246
SBI Securities
Japan
$223 +$214 +2 New
TFM
247
TFC Financial Management
Massachusetts
$112
CIAM
248
Caitong International Asset Management
Hong Kong
$111 -$5.99K -56 -98%
TIM
249
Tortoise Investment Management
New York
$111 +$107 +1 New
Norges Bank
250
Norges Bank
Norway
-$24.8M -253,651 Closed

BOKF Hedge Fund Activity: Q3 2025 in Review

250 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q3 2025, worth a combined $2.44B — up 13% from $2.16B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new BOKF positions and 31 closed out — a net gain of 8 holders — while 65 added to existing stakes and 90 trimmed.

The largest buyer was Freestone Grove Partners, adding an estimated $31.2M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $19.3M.

  • 250 institutional investors held BOK Financial (BOKF) as of Q3 2025, up from 245 in Q2 2025.
  • Funds reported $2.44B of BOK Financial stock for Q3 2025, up 13% quarter-over-quarter.
  • 39 funds opened new BOK Financial positions in Q3 2025 and 31 closed out, a net change of +8 holders.
  • The largest BOK Financial buyer in Q3 2025 was Freestone Grove Partners, an estimated $31.2M added.
  • The largest BOK Financial seller in Q3 2025 was Qube Research & Technologies (QRT), an estimated $19.3M sold.

Based on aggregated 13F filings for Q3 2025.