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BOK Financial

287 hedge funds and large institutions have $2.73B invested in BOK Financial in 2026 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 94 increasing their positions, 66 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 22

42% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 66

14% more funds holding

Funds holding: 251287 (+36)

2% more capital invested

Capital invested by funds: $2.69B → $2.73B (+$48.9M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.7% less ownership

Funds ownership: 35.85%35.15% (-0.7%)

Holders
287
Holders Change
+36
Holders Change %
+14.34%
% of All Funds
3.53%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
64
Increased
94
Reduced
66
Closed
22
Calls
$1.67M
Puts
Net Calls
+$1.67M
Net Calls Change
+$431K
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
126
Royal Bank of Canada
Ontario, Canada
$654K +$375K +2,920 +133%
ERWM
127
Elk River Wealth Management
Colorado
$647K -$106K -824 -14%
CI
128
CX Institutional
Indiana
$640K +$642K +5,000 New
EC
129
EntryPoint Capital
New York
$637K
Diamond Hill Capital Management
130
Diamond Hill Capital Management
Ohio
$637K -$1.61M -12,500 -72%
KK
131
KLP Kapitalforvaltning
Norway
$618K
Mercer Global Advisors
132
Mercer Global Advisors
Colorado
$589K +$53.2K +414 +10%
TI
133
Tidal Investments
Wisconsin
$569K +$14.4K +112 +3%
Raymond James Financial
134
Raymond James Financial
Florida
$564K -$3.98K -31 -0.7%
GAM
135
Gotham Asset Management
New York
$553K -$385 -3 -0.1%
CC
136
Centiva Capital
New York
$552K +$208K +1,621 +60%
GT
137
Greenleaf Trust
Michigan
$542K +$1.67K +13 +0.3%
MFS
138
Mirabella Financial Services
United Kingdom
$541K +$543K +4,222 New
Pictet Asset Management
139
Pictet Asset Management
Switzerland
$527K +$54.2K +422 +11%
AC
140
AXQ Capital
New Jersey
$522K +$523K +4,074 New
CAPTRUST Financial Advisors
141
CAPTRUST Financial Advisors
North Carolina
$487K +$262K +2,041 +116%
SSA
142
Schonfeld Strategic Advisors
New York
$486K -$211K -1,641 -30%
Corient Private Wealth
143
Corient Private Wealth
Florida
$458K -$179K -1,391 -27%
CIA
144
Concurrent Investment Advisors
Florida
$454K +$38K +296 +9%
UCFA
145
United Capital Financial Advisors
Texas
$451K +$452K +3,519 New
VPIM
146
Vanguard Personalized Indexing Management
California
$444K -$31.1K -242 -7%
SC
147
Syon Capital
California
$430K +$14K +109 +3%
PNC Financial Services Group
148
PNC Financial Services Group
Pennsylvania
$430K +$1.16K +9 +0.3%
LPL Financial
149
LPL Financial
California
$425K +$55.9K +435 +15%
RWM
150
Ritholtz Wealth Management
New York
$424K -$612K -4,765 -59%