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BOK Financial

250 hedge funds and large institutions have $2.44B invested in BOK Financial in 2025 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 65 increasing their positions, 90 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

397% more call options, than puts

Call options by funds: $2.55M | Put options by funds: $513K

26% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 31

13% more capital invested

Capital invested by funds: $2.16B → $2.44B (+$276M)

2% more funds holding

Funds holding: 245250 (+5)

0.04% less ownership

Funds ownership: 34.44%34.39% (-0.04%)

28% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 90

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
250
Holders Change
+5
Holders Change %
+2.04%
% of All Funds
3.28%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
39
Increased
65
Reduced
90
Closed
31
Calls
$2.55M
Puts
$513K
Net Calls
+$2.04M
Net Calls Change
+$2.19M
Name Holding Trade Value Shares
Change
Change in
Stake
Capstone Investment Advisors
101
Capstone Investment Advisors
New York
$629K +$42.1K +394 +7%
Pathstone Holdings
102
Pathstone Holdings
New Jersey
$623K +$534 +5 +0.1%
Mercer Global Advisors
103
Mercer Global Advisors
Colorado
$609K +$333K +3,114 +132%
ERWM
104
Elk River Wealth Management
Colorado
$602K -$101K -947 -15%
Zurich Cantonal Bank
105
Zurich Cantonal Bank
Switzerland
$584K
I
106
InceptionR
California
$577K +$553K +5,174 New
Mariner
107
Mariner
Kansas
$562K -$362K -3,390 -40%
EC
108
EntryPoint Capital
New York
$554K +$292K +2,729 +122%
HT
109
Headlands Technologies
Illinois
$550K -$482K -4,512 -48%
KK
110
KLP Kapitalforvaltning
Norway
$538K
SG Americas Securities
111
SG Americas Securities
New York
$532K -$265K -2,480 -34%
Raymond James Financial
112
Raymond James Financial
Florida
$514K +$22.7K +212 +5%
AIM
113
Aigen Investment Management
New York
$499K -$46.7K -437 -9%
GAM
114
Gotham Asset Management
New York
$484K -$641 -6 -0.1%
GT
115
Greenleaf Trust
Michigan
$470K +$10.5K +98 +2%
MPM
116
Meritage Portfolio Management
Kansas
$468K -$241K -2,255 -35%
TI
117
Tidal Investments
Wisconsin
$466K -$20.5K -192 -4%
LWAM
118
Legacy Wealth Asset Management
Minnesota
$443K +$4.49K +42 +1%
Deutsche Bank
119
Deutsche Bank
Germany
$439K +$282K +2,635 +202%
Pictet Asset Management
120
Pictet Asset Management
Switzerland
$412K +$32.9K +308 +9%
LPL Financial
121
LPL Financial
California
$411K -$97K -908 -20%
VPIM
122
Vanguard Personalized Indexing Management
California
$409K -$35.7K -334 -8%
OSAM
123
O'Shaughnessy Asset Management
Connecticut
$380K +$15.9K +149 +5%
CIA
124
Concurrent Investment Advisors
Florida
$358K +$5.99K +56 +2%
P
125
&Partners
Tennessee
$357K -$9.19K -86 -3%

BOKF Hedge Fund Activity: Q3 2025 in Review

250 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q3 2025, worth a combined $2.44B — up 13% from $2.16B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new BOKF positions and 31 closed out — a net gain of 8 holders — while 65 added to existing stakes and 90 trimmed.

The largest buyer was Freestone Grove Partners, adding an estimated $31.2M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $19.3M.

  • 250 institutional investors held BOK Financial (BOKF) as of Q3 2025, up from 245 in Q2 2025.
  • Funds reported $2.44B of BOK Financial stock for Q3 2025, up 13% quarter-over-quarter.
  • 39 funds opened new BOK Financial positions in Q3 2025 and 31 closed out, a net change of +8 holders.
  • The largest BOK Financial buyer in Q3 2025 was Freestone Grove Partners, an estimated $31.2M added.
  • The largest BOK Financial seller in Q3 2025 was Qube Research & Technologies (QRT), an estimated $19.3M sold.

Based on aggregated 13F filings for Q3 2025.