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BOK Financial
BOKF

Overview Fund Activity

254 hedge funds and large institutions have $2.34B invested in BOK Financial in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 84 increasing their positions, 74 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
+22
Holders Change %
+9.48%
% of All Funds
3.38%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
51
Increased
84
Reduced
74
Closed
26
Calls
$2.05M
Puts
$511K
Net Calls
+$1.54M
Net Calls Change
-$653K

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$44.1M
2
UBS Group
2
UBS Group
Switzerland
$15.3M
3
BlackRock
3
BlackRock
New York
$132M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$253M
5
Fidelity International
5
Fidelity International
Bermuda
$6.28M

Top Sellers

1
Diamond Hill Capital Management
1
Diamond Hill Capital Management
Ohio
$4.9M
2
CIBC World Market
2
CIBC World Market
Ontario, Canada
$87M
3
Citadel Advisors
3
Citadel Advisors
Florida
$16.8M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$0
5
CWM
5
CIBC World Markets
New York
$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
JG
126
Jain Global
New York
$579K +$579K +5,442 New
EGM
127
Engineers Gate Manager
New York
$571K +$571K +5,360 New
Wealth Enhancement Advisory Services
128
Wealth Enhancement Advisory Services
Minnesota
$559K +$559K +5,248 New
KK
129
KLP Kapitalforvaltning
Norway
$514K +$514K +4,827 New
Zurich Cantonal Bank
130
Zurich Cantonal Bank
Switzerland
$512K -$148K -1,392 -22%
Focus Partners Wealth
131
Focus Partners Wealth
Massachusetts
$509K +$109K +1,025 +27%
ACM
132
Aquatic Capital Management
Illinois
$501K +$501K +4,708 New
Stifel Financial
133
Stifel Financial
Missouri
$494K +$27.5K +258 +6%
WHG
134
Westwood Holdings Group
Texas
$494K – – –
Jane Street
135
Jane Street
New York
$487K -$4.26M -39,983 -90%
GAM
136
Gotham Asset Management
New York
$465K -$18.7K -176 -4%
CGIM
137
Cannon Global Investment Management
Florida
$447K +$224K +2,100 +100%
HSA
138
Hussman Strategic Advisors
Maryland
$447K +$447K +4,200 New
MPM
139
Meritage Portfolio Management
Kansas
$444K +$444K +4,169 New
GT
140
Greenleaf Trust
Michigan
$435K +$319 +3 +0.1%
BNP Paribas Financial Markets
141
BNP Paribas Financial Markets
France
$434K -$74.8K -703 -15%
LWAM
142
Legacy Wealth Asset Management
Minnesota
$423K -$122K -1,148 -22%
XT
143
XTX Topco
Cayman Islands
$399K -$20.5K -193 -5%
Pictet Asset Management
144
Pictet Asset Management
Switzerland
$393K -$32.3K -303 -8%
TRCT
145
Tower Research Capital (TRC)
New York
$386K -$41.2K -387 -10%
CAPTRUST Financial Advisors
146
CAPTRUST Financial Advisors
North Carolina
$368K +$368K +3,461 New
P
147
&Partners
Tennessee
$354K +$75.4K +697 +27%
OSAM
148
O'Shaughnessy Asset Management
Connecticut
$349K +$23.2K +218 +7%
GCM
149
Graham Capital Management
Connecticut
$338K +$338K +3,179 New
HT
150
Heritage Trust
Oklahoma
$337K +$337K +3,167 New
4 5
6
7 8