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BOK Financial

251 hedge funds and large institutions have $2.69B invested in BOK Financial in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 71 increasing their positions, 86 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 36

10% more capital invested

Capital invested by funds: $2.44B → $2.69B (+$248M)

1.45% more ownership

Funds ownership: 34.39%35.85% (+1.5%)

0% more funds holding

Funds holding: 250251 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

17% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 86

Holders
251
Holders Change
+1
Holders Change %
+0.4%
% of All Funds
3.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
41
Increased
71
Reduced
86
Closed
36
Calls
$1.23M
Puts
Net Calls
+$1.23M
Net Calls Change
-$805K
Name Holding Trade Value Shares
Change
Change in
Stake
CL
101
COWA LLC
Oklahoma
$725K +$11.3K +101 +2%
Ameriprise
102
Ameriprise
Minnesota
$716K +$1.12K +10 +0.2%
Focus Partners Wealth
103
Focus Partners Wealth
Massachusetts
$705K +$256K +2,283 +62%
ERWM
104
Elk River Wealth Management
Colorado
$697K +$53.6K +478 +9%
Allianz Asset Management
105
Allianz Asset Management
Germany
$685K
BNP Paribas Financial Markets
106
BNP Paribas Financial Markets
France
$667K -$205K -1,832 -25%
SSA
107
Schonfeld Strategic Advisors
New York
$644K +$610K +5,438 New
SG Americas Securities
108
SG Americas Securities
New York
$629K +$60.2K +537 +11%
Corient Private Wealth
109
Corient Private Wealth
Florida
$602K +$569K +5,078 New
EC
110
EntryPoint Capital
New York
$589K
KK
111
KLP Kapitalforvaltning
Norway
$572K
DS
112
DRW Securities
Illinois
$570K +$539K +4,811 New
Raymond James Financial
113
Raymond James Financial
Florida
$526K -$19.4K -173 -4%
TI
114
Tidal Investments
Wisconsin
$513K +$16.7K +149 +4%
GAM
115
Gotham Asset Management
New York
$512K -$2.02K -18 -0.4%
TWA
116
Tulsa Wealth Advisors
Oklahoma
$502K +$476K +4,241 New
GT
117
Greenleaf Trust
Michigan
$500K +$561 +5 +0.1%
Mercer Global Advisors
118
Mercer Global Advisors
Colorado
$495K -$144K -1,285 -24%
Teacher Retirement System of Texas
119
Teacher Retirement System of Texas
Texas
$486K -$303K -2,703 -40%
SFA
120
Sequoia Financial Advisors
Ohio
$484K +$232K +2,072 +103%
ACM
121
Aquatic Capital Management
Illinois
$447K +$423K +3,773 New
VPIM
122
Vanguard Personalized Indexing Management
California
$439K +$6.84K +61 +2%
Pictet Asset Management
123
Pictet Asset Management
Switzerland
$438K
MPM
124
Meritage Portfolio Management
Kansas
$408K -$84.4K -753 -18%
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$397K +$49K +437 +15%