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BOK Financial
BOKF

Overview Fund Activity

241 hedge funds and large institutions have $2.31B invested in BOK Financial in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 90 increasing their positions, 77 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
-13
Holders Change %
-5.12%
% of All Funds
3.27%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
90
Reduced
77
Closed
31
Calls
$2.52M
Puts
$1.8M
Net Calls
+$718K
Net Calls Change
-$825K

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$59.4M
2
Citadel Advisors
2
Citadel Advisors
Florida
$29.2M
3
UBS Group
3
UBS Group
Switzerland
$25.7M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$257M
5
QCM
5
Quantinno Capital Management
New York
$8.01M

Top Sellers

1
FGP
1
Freestone Grove Partners
California
$7.84M
2
State Street
2
State Street
Massachusetts
$82.8M
3
Raymond James Financial
3
Raymond James Financial
Florida
$485K
4
Tudor Investment Corp
4
Tudor Investment Corp
Connecticut
$0
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$251M
Name Holding Trade Value Shares
Change 		Shares
Change %
WHG
126
Westwood Holdings Group
Texas
$483K – – –
Wealth Enhancement Advisory Services
127
Wealth Enhancement Advisory Services
Minnesota
$458K -$88.7K -852 -16%
GAM
128
Gotham Asset Management
New York
$453K -$1.46K -14 -0.3%
KK
129
KLP Kapitalforvaltning
Norway
$440K -$62.5K -600 -12%
Squarepoint
130
Squarepoint
New York
$437K -$1.52M -14,566 -78%
AIM
131
Aigen Investment Management
New York
$431K +$161K +1,549 +60%
GT
132
Greenleaf Trust
Michigan
$427K +$1.35K +13 +0.3%
LPL Financial
133
LPL Financial
California
$424K -$154K -1,477 -27%
LWAM
134
Legacy Wealth Asset Management
Minnesota
$412K -$1.77K -17 -0.4%
ACM
135
Aquatic Capital Management
Illinois
$404K -$86.1K -827 -18%
GCM
136
Graham Capital Management
Connecticut
$401K +$69.7K +669 +21%
Focus Partners Wealth
137
Focus Partners Wealth
Massachusetts
$388K -$109K -1,051 -22%
CG
138
Caprock Group
Idaho
$386K +$386K +3,710 New
ET
139
Entropy Technologies
New York
$375K -$281K -2,700 -43%
Stifel Financial
140
Stifel Financial
Missouri
$373K -$111K -1,065 -23%
P
141
&Partners
Tennessee
$373K +$33.2K +320 +10%
Pictet Asset Management
142
Pictet Asset Management
Switzerland
$366K -$18.4K -177 -5%
Mercer Global Advisors
143
Mercer Global Advisors
Colorado
$365K +$94.7K +909 +35%
OSAM
144
O'Shaughnessy Asset Management
Connecticut
$363K +$20.6K +198 +6%
Mackenzie Financial
145
Mackenzie Financial
Ontario, Canada
$334K +$334K +3,203 New
Royal Bank of Canada
146
Royal Bank of Canada
Ontario, Canada
$333K +$33.7K +324 +11%
HT
147
Heritage Trust
Oklahoma
$330K – – –
CIA
148
Concurrent Investment Advisors
Florida
$328K – – –
Canada Life
149
Canada Life
Manitoba, Canada
$307K – – –
PNC Financial Services Group
150
PNC Financial Services Group
Pennsylvania
$302K +$1.25K +12 +0.4%
4 5
6
7 8