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BOK Financial
BOKF

Overview Fund Activity

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
Holders
244
Holders Change
+3
Holders Change %
+1.24%
% of All Funds
3.28%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
40
Increased
74
Reduced
92
Closed
35
Calls
$674K
Puts
$829K
Net Calls
-$155K
Net Calls Change
-$873K

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$19.2M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$36.8M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$22.1M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$251M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$8.57M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$2.77M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$40.5M
3
CIBC World Market
3
CIBC World Market
Ontario, Canada
$63.9M
4
BlackRock
4
BlackRock
New York
$108M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
IIC
151
Ironwood Investment Counsel
Arizona
$251K – – –
NAS
152
Nicolet Advisory Services
Wisconsin
$251K +$15.6K +158 +7%
VOYA Investment Management
153
VOYA Investment Management
Georgia
$244K -$32.6K -334 -12%
FFM
154
Forum Financial Management
Illinois
$243K +$11.9K +122 +5%
VRS
155
Virginia Retirement Systems
Virginia
$241K -$674K -6,900 -74%
CAI
156
Capital Advisors Inc
Oklahoma
$240K -$16.3K -167 -6%
Mercer Global Advisors
157
Mercer Global Advisors
Colorado
$230K -$113K -1,155 -33%
Cerity Partners
158
Cerity Partners
New York
$229K -$521K -5,333 -69%
CB
159
Commerce Bank
Missouri
$224K – – –
M&T Bank
160
M&T Bank
New York
$220K +$220K +2,254 New
EC
161
EntryPoint Capital
New York
$219K +$8.3K +85 +4%
EA
162
Everpar Advisors
Oklahoma
$218K -$98 -1 -0%
JG
163
Jain Global
New York
$215K +$215K +2,200 New
SAG
164
SageView Advisory Group
California
$206K +$1.57K +15 +0.8%
State of Wisconsin Investment Board
165
State of Wisconsin Investment Board
Wisconsin
$205K -$14.9K -153 -7%
New York State Teachers Retirement System (NYSTRS)
166
New York State Teachers Retirement System (NYSTRS)
New York
$204K – – –
CIBC Asset Management
167
CIBC Asset Management
Ontario, Canada
$203K – – –
Walleye Trading
168
Walleye Trading
New York
$200K +$160K +1,637 +394%
A
169
AlphaQuest
New York
$187K -$1.93M -19,766 -91%
Carson Wealth (CWM LLC)
170
Carson Wealth (CWM LLC)
Nebraska
$175K -$553K -5,658 -76%
TRCT
171
Tower Research Capital (TRC)
New York
$152K +$96K +983 +172%
SCM
172
Sterling Capital Management
North Carolina
$150K +$26.4K +270 +21%
GI
173
GAMMA Investing
California
$146K +$97.7K +1,001 +203%
US Bancorp
174
US Bancorp
Minnesota
$143K +$33.5K +343 +31%
CCM
175
Chilton Capital Management
Texas
$143K -$137K -1,405 -49%
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7
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