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BOK Financial
BOKF

Overview Fund Activity

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
Holders
244
Holders Change
+3
Holders Change %
+1.24%
% of All Funds
3.28%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
40
Increased
74
Reduced
92
Closed
35
Calls
$674K
Puts
$829K
Net Calls
-$155K
Net Calls Change
-$873K

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$19.2M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$36.8M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$22.1M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$251M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$8.57M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$2.77M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$40.5M
3
CIBC World Market
3
CIBC World Market
Ontario, Canada
$63.9M
4
BlackRock
4
BlackRock
New York
$108M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSBC Holdings
251
HSBC Holdings
United Kingdom
– -$687K -6,613 Closed
Man Group
252
Man Group
United Kingdom
– -$680K -6,527 Closed
RMC
253
Resources Management Corp
Connecticut
– -$578K -5,550 Closed
JF
254
Jump Financial
Illinois
– -$501K -4,807 Closed
Wealth Enhancement Advisory Services
255
Wealth Enhancement Advisory Services
Minnesota
– -$458K -4,396 Closed
Squarepoint
256
Squarepoint
New York
– -$437K -4,196 Closed
GCM
257
Graham Capital Management
Connecticut
– -$401K -3,848 Closed
Mackenzie Financial
258
Mackenzie Financial
Ontario, Canada
– -$334K -3,203 Closed
CAPTRUST Financial Advisors
259
CAPTRUST Financial Advisors
North Carolina
– -$281K -2,699 Closed
CGIM
260
Cannon Global Investment Management
Florida
– -$271K -2,600 Closed
MFG
261
Merit Financial Group
Georgia
– -$239K -2,298 Closed
PCA
262
Pallas Capital Advisors
Massachusetts
– -$234K -2,242 Closed
CCM
263
Coldstream Capital Management
Washington
– -$129K -1,238 Closed
ACM
264
Aster Capital Management
United Arab Emirates
– -$116K -1,064 Closed
QCG
265
Quadrant Capital Group
Ohio
– -$91K -874 Closed
QC
266
Quent Capital
New York
– -$29.6K -284 Closed
PMAM
267
Picton Mahoney Asset Management
Ontario, Canada
– -$22K -214 Closed
CF
268
Corebridge Financial
Texas
– -$15.9K -153 Closed
WSFS
269
Wilmington Savings Fund Society
Delaware
– -$13.2K -127 Closed
HFM
270
Harvest Fund Management
China
– -$11K -107 Closed
MG
271
Mather Group
Illinois
– -$10.4K -100 Closed
CA
272
Clearstead Advisors
Ohio
– -$5.42K -52 Closed
CIBC Private Wealth Group
273
CIBC Private Wealth Group
Georgia
– -$3.65K -41 Closed
SW
274
SVB Wealth
Massachusetts
– -$3.44K -33 Closed
GFPC
275
Global Financial Private Client
Florida
– -$1.56K -15 Closed
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