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BOK Financial

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

6% less capital invested

Capital invested by funds: $2.31B → $2.16B (-$148M)

19% less call options, than puts

Call options by funds: $674K | Put options by funds: $829K

20% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 92

Holders
244
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$674K
Puts
$829K
Net Calls
Net Calls Change

Top Buyers

1 +$18.5M
2 +$17.9M
3 +$14.6M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$10.4M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$7.22M

Top Sellers

1 -$23.5M
2 -$16.1M
3 -$15.9M
4
BlackRock
BlackRock
New York
-$12.4M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$9.8M
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
251
HSBC Holdings
United Kingdom
Man Group
252
Man Group
United Kingdom
RMC
253
Resources Management Corp
Connecticut
JF
254
Jump Financial
Illinois
Wealth Enhancement Advisory Services
255
Wealth Enhancement Advisory Services
Minnesota
Squarepoint
256
Squarepoint
New York
GCM
257
Graham Capital Management
Connecticut
Mackenzie Financial
258
Mackenzie Financial
Ontario, Canada
CAPTRUST Financial Advisors
259
CAPTRUST Financial Advisors
North Carolina
CGIM
260
Cannon Global Investment Management
Florida
MFG
261
Merit Financial Group
Georgia
PCA
262
Pallas Capital Advisors
Massachusetts
CCM
263
Coldstream Capital Management
Washington
ACM
264
Aster Capital Management
United Arab Emirates
QCG
265
Quadrant Capital Group
Ohio
QC
266
Quent Capital
New York
PMAM
267
Picton Mahoney Asset Management
Ontario, Canada
CF
268
Corebridge Financial
Texas
WSFS
269
Wilmington Savings Fund Society
Delaware
HFM
270
Harvest Fund Management
China
MG
271
Mather Group
Illinois
CA
272
Clearstead Advisors
Ohio
CIBC Private Wealth Group
273
CIBC Private Wealth Group
Georgia
SW
274
SVB Wealth
Massachusetts
GFPC
275
Global Financial Private Client
Florida