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BOK Financial
BOKF

Overview Fund Activity

241 hedge funds and large institutions have $2.31B invested in BOK Financial in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 90 increasing their positions, 77 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
-13
Holders Change %
-5.12%
% of All Funds
3.27%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
90
Reduced
77
Closed
31
Calls
$2.52M
Puts
$1.8M
Net Calls
+$718K
Net Calls Change
-$825K

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$59.4M
2
Citadel Advisors
2
Citadel Advisors
Florida
$29.2M
3
UBS Group
3
UBS Group
Switzerland
$25.7M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$257M
5
QCM
5
Quantinno Capital Management
New York
$8.01M

Top Sellers

1
FGP
1
Freestone Grove Partners
California
$7.84M
2
State Street
2
State Street
Massachusetts
$82.8M
3
Raymond James Financial
3
Raymond James Financial
Florida
$485K
4
Tudor Investment Corp
4
Tudor Investment Corp
Connecticut
$0
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$251M
Name Holding Trade Value Shares
Change 		Shares
Change %
Victory Capital Management
101
Victory Capital Management
Texas
$827K -$136K -1,307 -14%
Cerity Partners
102
Cerity Partners
New York
$800K -$30.7K -295 -4%
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$776K +$143K +1,369 +23%
Ohio Public Employees Retirement System (OPERS)
104
Ohio Public Employees Retirement System (OPERS)
Ohio
$770K -$85.1K -817 -10%
HighTower Advisors
105
HighTower Advisors
Illinois
$755K -$26.8K -257 -3%
IMRF
106
Illinois Municipal Retirement Fund
Illinois
$747K – – –
Manulife (Manufacturers Life Insurance)
107
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$737K +$117K +1,126 +19%
Neuberger Berman Group
108
Neuberger Berman Group
New York
$723K -$28K -269 -4%
Nisa Investment Advisors
109
Nisa Investment Advisors
Missouri
$720K – – –
PA
110
Parallel Advisors
California
$708K +$41.2K +396 +6%
TI
111
Tidal Investments
Wisconsin
$701K -$215K -2,061 -23%
HSBC Holdings
112
HSBC Holdings
United Kingdom
$687K -$705K -6,784 -51%
Handelsbanken Fonder
113
Handelsbanken Fonder
Sweden
$684K – – –
Man Group
114
Man Group
United Kingdom
$680K +$680K +6,527 New
ASRS
115
Arizona State Retirement System
Arizona
$669K -$8.75K -84 -1%
Zurich Cantonal Bank
116
Zurich Cantonal Bank
Switzerland
$658K +$157K +1,508 +31%
MPM
117
Meritage Portfolio Management
Kansas
$632K +$198K +1,902 +46%
Creative Planning
118
Creative Planning
Kansas
$632K +$50.9K +489 +9%
CL
119
COWA LLC
Oklahoma
$627K – – –
ERWM
120
Elk River Wealth Management
Colorado
$589K – – –
CC
121
Carlson Capital
Texas
$583K -$490K -4,700 -46%
RMC
122
Resources Management Corp
Connecticut
$578K – – –
Pathstone Holdings
123
Pathstone Holdings
New Jersey
$571K +$417 +4 +0.1%
JF
124
Jump Financial
Illinois
$501K +$205K +1,973 +70%
Raymond James Financial
125
Raymond James Financial
Florida
$485K -$5.52M -53,009 -92%
3 4
5
6 7