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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 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

397% more call options, than puts

Call options by funds: $2.55M | Put options by funds: $513K

26% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 31

13% more capital invested

Capital invested by funds: $2.16B → $2.44B (+$276M)

2% more funds holding

Funds holding: 245250 (+5)

0.04% less ownership

Funds ownership: 34.44%34.39% (-0.04%)

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
+5
Holders Change %
+2.04%
% of All Funds
3.28%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
39
Increased
65
Reduced
90
Closed
31
Calls
$2.55M
Puts
$513K
Net Calls
+$2.04M
Net Calls Change
+$2.19M
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
126
Focus Partners Wealth
Massachusetts
$346K -$29.3K -274 -7%
Stifel Financial
127
Stifel Financial
Missouri
$344K -$31.8K -298 -9%
Connor, Clark & Lunn Investment Management (CC&L)
128
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$336K -$1.47M -13,743 -82%
SC
129
Syon Capital
California
$328K +$315K +2,943 New
PNC Financial Services Group
130
PNC Financial Services Group
Pennsylvania
$325K +$2.56K +24 +0.8%
Kovitz Investment Group Partners
131
Kovitz Investment Group Partners
Illinois
$321K +$308K +2,883 New
Barclays
132
Barclays
United Kingdom
$311K -$1.65M -15,462 -85%
FFM
133
Forum Financial Management
Illinois
$300K +$21.5K +201 +8%
NP
134
NorthRock Partners
Minnesota
$298K +$286K +2,676 New
SA
135
Sanctuary Advisors
Indiana
$296K -$15.2K -142 -5%
WHG
136
Westwood Holdings Group
Texas
$294K -$214K -2,004 -43%
LNWWM
137
Laird Norton Wetherby Wealth Management
California
$288K
IIC
138
Ironwood Investment Counsel
Arizona
$287K
HT
139
Heritage Trust
Oklahoma
$286K -$64K -599 -19%
CAI
140
Capital Advisors Inc
Oklahoma
$274K
CG
141
Caprock Group
Idaho
$274K +$263K +2,458 New
Royal Bank of Canada
142
Royal Bank of Canada
Ontario, Canada
$267K -$231K -2,159 -47%
Canada Life
143
Canada Life
Manitoba, Canada
$266K -$60.1K -562 -19%
CAPTRUST Financial Advisors
144
CAPTRUST Financial Advisors
North Carolina
$260K +$250K +2,336 New
CB
145
Commerce Bank
Missouri
$255K
EA
146
Everpar Advisors
Oklahoma
$249K
PCMH
147
Polymer Capital Management (HK)
Hong Kong
$245K +$235K +2,197 New
A
148
AlphaQuest
New York
$237K +$22.2K +208 +11%
CIBC Asset Management
149
CIBC Asset Management
Ontario, Canada
$232K
M&T Bank
150
M&T Bank
New York
$229K -$21.3K -199 -9%

BOKF Hedge Fund Activity: Q3 2025 in Review

250 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q3 2025, worth a combined $2.44B — up 13% from $2.16B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new BOKF positions and 31 closed out — a net gain of 8 holders — while 65 added to existing stakes and 90 trimmed.

The largest buyer was Freestone Grove Partners, adding an estimated $31.2M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $19.3M.

  • 250 institutional investors held BOK Financial (BOKF) as of Q3 2025, up from 245 in Q2 2025.
  • Funds reported $2.44B of BOK Financial stock for Q3 2025, up 13% quarter-over-quarter.
  • 39 funds opened new BOK Financial positions in Q3 2025 and 31 closed out, a net change of +8 holders.
  • The largest BOK Financial buyer in Q3 2025 was Freestone Grove Partners, an estimated $31.2M added.
  • The largest BOK Financial seller in Q3 2025 was Qube Research & Technologies (QRT), an estimated $19.3M sold.

Based on aggregated 13F filings for Q3 2025.