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BOK Financial

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

6% less capital invested

Capital invested by funds: $2.31B → $2.16B (-$148M)

19% less call options, than puts

Call options by funds: $674K | Put options by funds: $829K

20% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 92

Holders
244
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$674K
Puts
$829K
Net Calls
Net Calls Change

Top Buyers

1 +$18.5M
2 +$17.9M
3 +$14.6M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$10.4M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$7.22M

Top Sellers

1 -$23.5M
2 -$16.1M
3 -$15.9M
4
BlackRock
BlackRock
New York
-$12.4M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$9.8M
Name Holding Trade Value Shares
Change
Change in
Stake
STA
126
Summit Trail Advisors
New York
$451K
LPL Financial
127
LPL Financial
California
$449K
Royal Bank of Canada
128
Royal Bank of Canada
Ontario, Canada
$444K
TC
129
TwinBeech Capital
New York
$431K
Raymond James Financial
130
Raymond James Financial
Florida
$429K
TI
131
Tidal Investments
Wisconsin
$427K
GAM
132
Gotham Asset Management
New York
$424K
IMRF
133
Illinois Municipal Retirement Fund
Illinois
$422K
GT
134
Greenleaf Trust
Michigan
$402K
VPIM
135
Vanguard Personalized Indexing Management
California
$391K
Focus Partners Wealth
136
Focus Partners Wealth
Massachusetts
$385K
LWAM
137
Legacy Wealth Asset Management
Minnesota
$384K
Ensign Peak Advisors
138
Ensign Peak Advisors
Utah
$375K
Pictet Asset Management
139
Pictet Asset Management
Switzerland
$331K
Stifel Financial
140
Stifel Financial
Missouri
$330K
P
141
&Partners
Tennessee
$322K
OSAM
142
O'Shaughnessy Asset Management
Connecticut
$319K
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
IPW
147
Impact Partnership Wealth
Georgia
$276K
Walleye Capital
148
Walleye Capital
New York
$265K
ACM
149
Aquatic Capital Management
Illinois
$261K
LNWWM
150
Laird Norton Wetherby Wealth Management
California
$252K