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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
VWM
276
Vermillion Wealth Management
Minnesota
$640 +$642 +5 New
CA
277
Clearstead Advisors
Ohio
$385 -$1.41K -11 -79%
BGAI
278
Bruce G. Allen Investments
Colorado
$384
SWM
279
SHP Wealth Management
Massachusetts
$384 +$385 +3 New
DF
280
DecisionPoint Financial
Arizona
$257
CW
281
Curio Wealth
Maryland
$256 +$257 +2 New
IAAG
282
Innovative Asset Advisors Group
Connecticut
$256 +$257 +2 New
TPWA
283
Twin Peaks Wealth Advisors
California
$256 +$257 +2 New
BCWM
284
Bartlett & Co Wealth Management
Ohio
$133 +$128 +1 New
TFM
285
TFC Financial Management
Massachusetts
$129
MCM
286
MV Capital Management
Maryland
$129 +$128 +1 New
NA
287
NewEdge Advisors
Louisiana
$128 +$128 +1 New
Norges Bank
288
Norges Bank
Norway
-$32.8M -276,507 Closed
Two Sigma Advisers
289
Two Sigma Advisers
New York
-$17.4M -146,983 Closed
A
290
AlphaQuest
New York
-$2.78M -23,461 Closed
Renaissance Technologies
291
Renaissance Technologies
New York
-$2.32M -19,577 Closed
VIM
292
VELA Investment Management
Ohio
-$2.11M -17,849 Closed
BA
293
Bridgewater Associates
Connecticut
-$1.54M -13,011 Closed
I
294
InceptionR
California
-$1.23M -10,392 Closed
GCP
295
GSA Capital Partners
United Kingdom
-$957K -8,076 Closed
DS
296
DRW Securities
Illinois
-$570K -4,811 Closed
TWA
297
Tulsa Wealth Advisors
Oklahoma
-$502K -4,241 Closed
FFM
298
Forum Financial Management
Illinois
-$319K -2,689 Closed
MM
299
MQS Management
New York
-$292K -2,463 Closed
ACM
300
Aster Capital Management
United Arab Emirates
-$282K -2,382 Closed