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BOK Financial

251 hedge funds and large institutions have $2.69B invested in BOK Financial in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 71 increasing their positions, 86 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 36

10% more capital invested

Capital invested by funds: $2.44B → $2.69B (+$248M)

1.45% more ownership

Funds ownership: 34.39%35.85% (+1.5%)

0% more funds holding

Funds holding: 250251 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

17% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 86

Holders
251
Holders Change
+1
Holders Change %
+0.4%
% of All Funds
3.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
41
Increased
71
Reduced
86
Closed
36
Calls
$1.23M
Puts
Net Calls
+$1.23M
Net Calls Change
-$805K
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
126
Concurrent Investment Advisors
Florida
$385K +$4.93K +44 +1%
SC
127
Syon Capital
California
$385K +$34.4K +307 +10%
LNWTC
128
Laird Norton Wetherby Trust Company
Washington
$380K +$360K +3,209 New
OSAM
129
O'Shaughnessy Asset Management
Connecticut
$364K -$37.9K -338 -10%
AP
130
Anchyra Partners
Georgia
$345K +$327K +2,915 New
LPL Financial
131
LPL Financial
California
$341K -$90.8K -810 -22%
FC
132
FORA Capital
Florida
$337K +$319K +2,844 New
LWAM
133
Legacy Wealth Asset Management
Minnesota
$323K -$140K -1,253 -31%
FFM
134
Forum Financial Management
Illinois
$319K
CC
135
Centiva Capital
New York
$318K +$301K +2,686 New
P
136
&Partners
Tennessee
$316K -$59.8K -533 -17%
NP
137
NorthRock Partners
Minnesota
$316K -$1.01K -9 -0.3%
IIC
138
Ironwood Investment Counsel
Arizona
$305K
HT
139
Heritage Trust
Oklahoma
$304K
MM
140
MQS Management
New York
$292K +$276K +2,463 New
CAI
141
Capital Advisors Inc
Oklahoma
$291K
Rockefeller Capital Management
142
Rockefeller Capital Management
New York
$286K +$159K +1,417 +143%
Canada Life
143
Canada Life
Manitoba, Canada
$283K
ACM
144
Aster Capital Management
United Arab Emirates
$282K +$226K +2,014 +547%
WHG
145
Westwood Holdings Group
Texas
$281K -$29.7K -265 -10%
MML Investors Services
146
MML Investors Services
Massachusetts
$281K +$266K +2,368 New
M&T Bank
147
M&T Bank
New York
$279K +$33.9K +302 +15%
Stifel Financial
148
Stifel Financial
Missouri
$277K -$84.2K -751 -24%
CB
149
Commerce Bank
Missouri
$271K
Royal Bank of Canada
150
Royal Bank of Canada
Ontario, Canada
$259K -$23.1K -206 -9%