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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
SC
251
SouthState Corp
Florida
$2.18K
TWD
252
True Wealth Design
Ohio
$2.18K
DPW
253
DiNuzzo Private Wealth
Pennsylvania
$2.05K
RWM
254
Rialto Wealth Management
New York
$2.05K +$257 +2 +14%
HFS
255
Hantz Financial Services
Michigan
$2K
BWL
256
Bogart Wealth LLC
Virginia
$1.79K -$128 -1 -7%
HI
257
Horizon Investments
North Carolina
$1.78K +$899 +7 +100%
LFG
258
Larson Financial Group
Missouri
$1.67K
BHWM
259
Bay Harbor Wealth Management
Maryland
$1.66K +$771 +6 +86%
MPWT
260
MassMutual Private Wealth & Trust
Connecticut
$1.54K
NB
261
NBT Bank
New York
$1.41K +$1.41K +11 New
ASN
262
Advisory Services Network
Georgia
$1.28K +$1.28K +10 New
CFD
263
Creative Financial Designs
Indiana
$1.28K +$1.28K +10 New
SIC
264
SJS Investment Consulting
Ohio
$1.15K +$257 +2 +29%
CFM
265
Cornerstone Financial Management
Massachusetts
$1.02K
RIL
266
Rothschild Investment LLC
Illinois
$1.02K +$1.03K +8 New
AW
267
Avion Wealth
Texas
$1K
CAL
268
Capital Advisors Ltd
Ohio
$1K
UB
269
UMB Bank
Missouri
$896 +$257 +2 +40%
TM
270
Torren Management
California
$797 -$12.8K -100 -94%
AF
271
Advisornet Financial
Minnesota
$768
PWA
272
Physician Wealth Advisors
Utah
$641
AssetMark Inc
273
AssetMark Inc
California
$640
HIA
274
HFM Investment Advisors
New Jersey
$640
SS
275
Sunbelt Securities
Texas
$640