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BOK Financial

287 hedge funds and large institutions have $2.73B invested in BOK Financial in 2026 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 94 increasing their positions, 66 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 22

42% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 66

14% more funds holding

Funds holding: 251287 (+36)

2% more capital invested

Capital invested by funds: $2.69B → $2.73B (+$48.9M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.7% less ownership

Funds ownership: 35.85%35.15% (-0.7%)

Holders
287
Holders Change
+36
Holders Change %
+14.34%
% of All Funds
3.53%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
64
Increased
94
Reduced
66
Closed
22
Calls
$1.67M
Puts
Net Calls
+$1.67M
Net Calls Change
+$431K
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
226
Parkside Financial Bank & Trust
Missouri
$16.9K -$6.81K -53 -29%
WT
227
Whittier Trust
California
$15.8K
Los Angeles Capital Management
228
Los Angeles Capital Management
California
$15.2K
BWA
229
Basecamp Wealth Advisors
Washington
$14.7K
CFO
230
CVA Family Office
Colorado
$14.6K +$14.6K +114 New
LI
231
LRI Investments
Florida
$12K
EWP
232
Elevation Wealth Partners
California
$11.5K +$7.32K +57 +173%
PTC
233
Private Trust Company
Ohio
$11.4K -$2.31K -18 -17%
Jones Financial Companies
234
Jones Financial Companies
Missouri
$8.97K
JWA
235
JFS Wealth Advisors
Pennsylvania
$8.58K +$385 +3 +5%
FFO
236
Fortitude Family Office
Arizona
$7.68K +$5.01K +39 +186%
BTI
237
Blue Trust Inc
Georgia
$7.17K
FHC
238
First Horizon Corporation
Tennessee
$6.66K
MAM
239
Marquette Asset Management
Minnesota
$6.4K
IA
240
IFP Advisors
Florida
$6.15K
CT
241
Clearstead Trust
Maine
$5.76K +$5.78K +45 New
AFC
242
Ares Financial Consulting
California
$5.51K
KFAS
243
Keating Financial Advisory Services
Kansas
$4.87K +$385 +3 +9%
RF
244
Rossby Financial
Florida
$4.1K +$1.03K +8 +33%
PWPS
245
Pinnacle Wealth Planning Services
Ohio
$3.71K
HFS
246
Hughes Financial Services
Virginia
$3.71K +$128 +1 +4%
BIA
247
Bell Investment Advisors
California
$3.59K
BBHC
248
Brown Brothers Harriman & Co
New York
$3.46K
PWMG
249
Private Wealth Management Group
New Jersey
$2.56K
S
250
Sachetta
Massachusetts
$2.56K