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BOK Financial

250 hedge funds and large institutions have $2.69B invested in BOK Financial in 2025 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 71 increasing their positions, 86 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding

Funds holding:

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
250
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.23M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
226
SouthState Corp
Florida
$2.01K
HFS
227
Hantz Financial Services
Michigan
$2K
DPW
228
DiNuzzo Private Wealth
Pennsylvania
$1.9K
BWL
229
Bogart Wealth LLC
Virginia
$1.78K
RWM
230
Rialto Wealth Management
New York
$1.66K
CA
231
Clearstead Advisors
Ohio
$1.66K
LFG
232
Larson Financial Group
Missouri
$1.54K
MPWT
233
MassMutual Private Wealth & Trust
Connecticut
$1.42K
Fifth Third Bancorp
234
Fifth Third Bancorp
Ohio
$1.42K
PWA
235
Principia Wealth Advisory
Texas
$1.3K
CAL
236
Capital Advisors Ltd
Ohio
$1K
CFM
237
Cornerstone Financial Management
Massachusetts
$948
SIC
238
SJS Investment Consulting
Ohio
$830
BHWM
239
Bay Harbor Wealth Management
Maryland
$829
HI
240
Horizon Investments
North Carolina
$829
AF
241
Advisornet Financial
Minnesota
$711
PWA
242
Physician Wealth Advisors
Utah
$593
HIA
243
HFM Investment Advisors
New Jersey
$593
SS
244
Sunbelt Securities
Texas
$592
AssetMark Inc
245
AssetMark Inc
California
$592
UB
246
UMB Bank
Missouri
$592
BGAI
247
Bruce G. Allen Investments
Colorado
$355
DF
248
DecisionPoint Financial
Arizona
$237
TFM
249
TFC Financial Management
Massachusetts
$119
Qube Research & Technologies (QRT)
250
Qube Research & Technologies (QRT)
United Kingdom