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BOK Financial

242 hedge funds and large institutions have $2.33B invested in BOK Financial in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 91 increasing their positions, 78 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $2.52M | Put options by funds: $1.8M

17% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 78

0.64% more ownership

Funds ownership: 34.25%34.9% (+0.64%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% less capital invested

Capital invested by funds: $2.34B → $2.33B (-$3.07M)

5% less funds holding

Funds holding: 254242 (-12)

32% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 31

Holders
242
Holders Change
-12
Holders Change %
-4.72%
% of All Funds
3.25%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
91
Reduced
78
Closed
31
Calls
$2.52M
Puts
$1.8M
Net Calls
+$718K
Net Calls Change
-$825K
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
101
Victory Capital Management
Texas
$827K -$140K -1,307 -14%
Cerity Partners
102
Cerity Partners
New York
$800K -$31.7K -295 -4%
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$776K +$147K +1,369 +23%
Ohio Public Employees Retirement System (OPERS)
104
Ohio Public Employees Retirement System (OPERS)
Ohio
$770K -$87.8K -817 -10%
HighTower Advisors
105
HighTower Advisors
Illinois
$755K -$27.6K -257 -3%
IMRF
106
Illinois Municipal Retirement Fund
Illinois
$747K
Manulife (Manufacturers Life Insurance)
107
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$737K +$121K +1,126 +19%
Neuberger Berman Group
108
Neuberger Berman Group
New York
$723K -$28.9K -269 -4%
Nisa Investment Advisors
109
Nisa Investment Advisors
Missouri
$720K
PA
110
Parallel Advisors
California
$708K +$42.5K +396 +6%
TI
111
Tidal Investments
Wisconsin
$701K -$221K -2,061 -23%
HSBC Holdings
112
HSBC Holdings
United Kingdom
$687K -$729K -6,784 -51%
Handelsbanken Fonder
113
Handelsbanken Fonder
Sweden
$684K
Man Group
114
Man Group
United Kingdom
$680K +$701K +6,527 New
ASRS
115
Arizona State Retirement System
Arizona
$669K -$9.02K -84 -1%
Zurich Cantonal Bank
116
Zurich Cantonal Bank
Switzerland
$658K +$162K +1,508 +31%
MPM
117
Meritage Portfolio Management
Kansas
$632K +$204K +1,902 +46%
Creative Planning
118
Creative Planning
Kansas
$632K +$52.5K +489 +9%
CL
119
COWA LLC
Oklahoma
$627K
ERWM
120
Elk River Wealth Management
Colorado
$589K
CC
121
Carlson Capital
Texas
$583K -$505K -4,700 -46%
RMC
122
Resources Management Corp
Connecticut
$578K
Pathstone Holdings
123
Pathstone Holdings
New Jersey
$571K +$430 +4 +0.1%
JF
124
Jump Financial
Illinois
$501K +$212K +1,973 +70%
Raymond James Financial
125
Raymond James Financial
Florida
$485K -$5.69M -53,009 -92%

BOKF Hedge Fund Activity: Q1 2025 in Review

242 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q1 2025, worth a combined $2.33B — down 0.13% from $2.34B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of BOKF and 21 opened new positions — a net loss of 10 holders — while 78 trimmed existing stakes and 91 added.

The largest buyer was AQR Capital Management, adding an estimated $17.7M. The largest seller was Freestone Grove Partners, cutting an estimated $13.9M.

  • 242 institutional investors held BOK Financial (BOKF) as of Q1 2025, down from 254 in Q4 2024.
  • Funds reported $2.33B of BOK Financial stock for Q1 2025, down 0.13% quarter-over-quarter.
  • 21 funds opened new BOK Financial positions in Q1 2025 and 31 closed out, a net change of -10 holders.
  • The largest BOK Financial buyer in Q1 2025 was AQR Capital Management, an estimated $17.7M added.
  • The largest BOK Financial seller in Q1 2025 was Freestone Grove Partners, an estimated $13.9M sold.

Based on aggregated 13F filings for Q1 2025.