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BOK Financial

251 hedge funds and large institutions have $2.69B invested in BOK Financial in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 71 increasing their positions, 86 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 36

10% more capital invested

Capital invested by funds: $2.44B → $2.69B (+$248M)

1.45% more ownership

Funds ownership: 34.39%35.85% (+1.5%)

0% more funds holding

Funds holding: 250251 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

17% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 86

Holders
251
Holders Change
+1
Holders Change %
+0.4%
% of All Funds
3.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
41
Increased
71
Reduced
86
Closed
36
Calls
$1.23M
Puts
Net Calls
+$1.23M
Net Calls Change
-$805K
Name Holding Trade Value Shares
Change
Change in
Stake
TWD
226
True Wealth Design
Ohio
$2.01K -$112 -1 -6%
SC
227
SouthState Corp
Florida
$2.01K
HFS
228
Hantz Financial Services
Michigan
$2K
DPW
229
DiNuzzo Private Wealth
Pennsylvania
$1.9K
BWL
230
Bogart Wealth LLC
Virginia
$1.78K +$561 +5 +50%
RWM
231
Rialto Wealth Management
New York
$1.66K +$224 +2 +17%
CA
232
Clearstead Advisors
Ohio
$1.66K +$336 +3 +27%
LFG
233
Larson Financial Group
Missouri
$1.54K +$336 +3 +30%
Fifth Third Bancorp
234
Fifth Third Bancorp
Ohio
$1.42K
MPWT
235
MassMutual Private Wealth & Trust
Connecticut
$1.42K
PWA
236
Principia Wealth Advisory
Texas
$1.3K
CAL
237
Capital Advisors Ltd
Ohio
$1K
CFM
238
Cornerstone Financial Management
Massachusetts
$948 +$897 +8 New
SIC
239
SJS Investment Consulting
Ohio
$830 -$2.35K -21 -75%
BHWM
240
Bay Harbor Wealth Management
Maryland
$829 +$224 +2 +40%
HI
241
Horizon Investments
North Carolina
$829 +$785 +7 New
AF
242
Advisornet Financial
Minnesota
$711
HIA
243
HFM Investment Advisors
New Jersey
$593
PWA
244
Physician Wealth Advisors
Utah
$593
SS
245
Sunbelt Securities
Texas
$592 -$561 -5 -50%
AssetMark Inc
246
AssetMark Inc
California
$592
UB
247
UMB Bank
Missouri
$592
BGAI
248
Bruce G. Allen Investments
Colorado
$355
DF
249
DecisionPoint Financial
Arizona
$237
TFM
250
TFC Financial Management
Massachusetts
$119