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BOK Financial
BOKF

Overview Fund Activity

244 hedge funds and large institutions have $2.16B invested in BOK Financial in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 74 increasing their positions, 92 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
+3
Holders Change %
+1.24%
% of All Funds
3.28%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
40
Increased
74
Reduced
92
Closed
35
Calls
$674K
Puts
$829K
Net Calls
-$155K
Net Calls Change
-$873K

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$19.2M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$36.8M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$22.1M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$251M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$8.57M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$2.77M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$40.5M
3
CIBC World Market
3
CIBC World Market
Ontario, Canada
$63.9M
4
BlackRock
4
BlackRock
New York
$108M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
STA
126
Summit Trail Advisors
New York
$451K +$451K +4,618 New
LPL Financial
127
LPL Financial
California
$449K +$51.8K +531 +13%
Royal Bank of Canada
128
Royal Bank of Canada
Ontario, Canada
$444K +$132K +1,352 +42%
TC
129
TwinBeech Capital
New York
$431K +$431K +4,416 New
Raymond James Financial
130
Raymond James Financial
Florida
$429K -$25.1K -257 -6%
TI
131
Tidal Investments
Wisconsin
$427K -$230K -2,356 -35%
GAM
132
Gotham Asset Management
New York
$424K -$488 -5 -0.1%
IMRF
133
Illinois Municipal Retirement Fund
Illinois
$422K -$278K -2,849 -40%
GT
134
Greenleaf Trust
Michigan
$402K +$1.27K +13 +0.3%
VPIM
135
Vanguard Personalized Indexing Management
California
$391K +$120K +1,220 +44%
Focus Partners Wealth
136
Focus Partners Wealth
Massachusetts
$385K +$20.8K +213 +6%
LWAM
137
Legacy Wealth Asset Management
Minnesota
$384K -$1.95K -20 -0.5%
Ensign Peak Advisors
138
Ensign Peak Advisors
Utah
$375K -$410K -4,200 -52%
Pictet Asset Management
139
Pictet Asset Management
Switzerland
$331K -$12.1K -124 -4%
Stifel Financial
140
Stifel Financial
Missouri
$330K -$18.8K -193 -5%
P
141
&Partners
Tennessee
$322K -$29.9K -305 -8%
OSAM
142
O'Shaughnessy Asset Management
Connecticut
$319K -$21.1K -216 -6%
HT
143
Heritage Trust
Oklahoma
$309K – – –
CIA
144
Concurrent Investment Advisors
Florida
$308K – – –
Canada Life
145
Canada Life
Manitoba, Canada
$289K – – –
PNC Financial Services Group
146
PNC Financial Services Group
Pennsylvania
$282K -$1.37K -14 -0.5%
IPW
147
Impact Partnership Wealth
Georgia
$276K +$276K +2,823 New
Walleye Capital
148
Walleye Capital
New York
$265K +$265K +2,716 New
ACM
149
Aquatic Capital Management
Illinois
$261K -$118K -1,210 -31%
LNWWM
150
Laird Norton Wetherby Wealth Management
California
$252K +$252K +2,580 New
4 5
6
7 8