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BOK Financial

250 hedge funds and large institutions have $2.44B invested in BOK Financial in 2025 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 65 increasing their positions, 90 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.02% less ownership

Funds ownership: 34.42%34.39% (-0.02%)

28% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 90

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
250
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.55M
Puts
$513K
Net Calls
Net Calls Change

Top Buyers

1 +$31.2M
2 +$16.1M
3 +$13.8M
4
Two Sigma Investments
Two Sigma Investments
New York
+$12.9M
5
Russell Investments Group
Russell Investments Group
United Kingdom
+$9.68M

Top Sellers

1 -$19.3M
2 -$9.32M
3 -$8.67M
4
UBS Group
UBS Group
Switzerland
-$7.77M
5
AI
Ariel Investments
Illinois
-$7.51M
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
126
Focus Partners Wealth
Massachusetts
$346K
Stifel Financial
127
Stifel Financial
Missouri
$344K
Connor, Clark & Lunn Investment Management (CC&L)
128
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$336K
SC
129
Syon Capital
California
$328K
PNC Financial Services Group
130
PNC Financial Services Group
Pennsylvania
$325K
Kovitz Investment Group Partners
131
Kovitz Investment Group Partners
Illinois
$321K
Barclays
132
Barclays
United Kingdom
$311K
FFM
133
Forum Financial Management
Illinois
$300K
NP
134
NorthRock Partners
Minnesota
$298K
SA
135
Sanctuary Advisors
Indiana
$296K
WHG
136
Westwood Holdings Group
Texas
$294K
LNWWM
137
Laird Norton Wetherby Wealth Management
California
$288K
IIC
138
Ironwood Investment Counsel
Arizona
$287K
HT
139
Heritage Trust
Oklahoma
$286K
CAI
140
Capital Advisors Inc
Oklahoma
$274K
CG
141
Caprock Group
Idaho
$274K
Royal Bank of Canada
142
Royal Bank of Canada
Ontario, Canada
$267K
Canada Life
143
Canada Life
Manitoba, Canada
$266K
CAPTRUST Financial Advisors
144
CAPTRUST Financial Advisors
North Carolina
$260K
CB
145
Commerce Bank
Missouri
$255K
EA
146
Everpar Advisors
Oklahoma
$249K
PCMH
147
Polymer Capital Management (HK)
Hong Kong
$245K
A
148
AlphaQuest
New York
$237K
CIBC Asset Management
149
CIBC Asset Management
Ontario, Canada
$232K
M&T Bank
150
M&T Bank
New York
$229K