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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
PCM
76
Palisade Capital Management
New Jersey
$2.24M -$1.88M -14,655 -46%
Envestnet Asset Management
77
Envestnet Asset Management
Illinois
$2.23M +$1.3M +10,153 +140%
EI
78
EAM Investors
California
$2.23M +$2.23M +17,377 New
VF
79
Vest Financial
Virginia
$2.15M +$208K +1,618 +11%
SFI
80
Susquehanna Fundamental Investments
Pennsylvania
$2.12M +$2.13M +16,577 New
OQS
81
Occudo Quantitative Strategies
Florida
$2.05M +$517K +4,026 +36%
Legal & General Group
82
Legal & General Group
United Kingdom
$2.01M -$589K -4,587 -23%
STA
83
Summit Trail Advisors
New York
$1.89M +$920K +7,163 +94%
Point72 Asset Management
84
Point72 Asset Management
Connecticut
$1.73M +$512K +3,984 +42%
Creative Planning
85
Creative Planning
Kansas
$1.66M +$396K +3,082 +31%
American Century Companies
86
American Century Companies
Missouri
$1.65M +$36.1K +281 +2%
PA
87
Probity Advisors
Texas
$1.63M -$19.7K -153 -1%
State Board of Administration of Florida Retirement System
88
State Board of Administration of Florida Retirement System
Florida
$1.62M
Man Group
89
Man Group
United Kingdom
$1.53M +$213K +1,661 +16%
AC
90
Allstate Corporation
Illinois
$1.51M +$1.51M +11,754 New
GGS
91
Galvin Gaustad & Stein
Arizona
$1.38M
New York State Common Retirement Fund
92
New York State Common Retirement Fund
New York
$1.38M
Luther King Capital Management (LKCM)
93
Luther King Capital Management (LKCM)
Texas
$1.32M -$106K -825 -7%
Russell Investments Group
94
Russell Investments Group
United Kingdom
$1.21M -$5.15M -40,083 -81%
Janus Henderson Group
95
Janus Henderson Group
United Kingdom
$1.21M
PFA
96
Professional Financial Advisors
Nebraska
$1.21M +$1.21M +9,448 New
HSBC Holdings
97
HSBC Holdings
United Kingdom
$1.16M +$1.16M +9,020 New
JF
98
Jump Financial
Illinois
$1.13M +$1.14M +8,851 New
Capstone Investment Advisors
99
Capstone Investment Advisors
New York
$1.12M -$537K -4,178 -32%
VGA
100
Vanguard Global Advisers
Pennsylvania
$1.12M +$1.12M +8,714 New