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BOK Financial
BOKF

Overview Fund Activity

241 hedge funds and large institutions have $2.31B invested in BOK Financial in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 90 increasing their positions, 77 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
-13
Holders Change %
-5.12%
% of All Funds
3.27%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
90
Reduced
77
Closed
31
Calls
$2.52M
Puts
$1.8M
Net Calls
+$718K
Net Calls Change
-$825K

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$59.4M
2
Citadel Advisors
2
Citadel Advisors
Florida
$29.2M
3
UBS Group
3
UBS Group
Switzerland
$25.7M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$257M
5
QCM
5
Quantinno Capital Management
New York
$8.01M

Top Sellers

1
FGP
1
Freestone Grove Partners
California
$7.84M
2
State Street
2
State Street
Massachusetts
$82.8M
3
Raymond James Financial
3
Raymond James Financial
Florida
$485K
4
Tudor Investment Corp
4
Tudor Investment Corp
Connecticut
$0
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$251M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
151
Chilton Capital Management
Texas
$298K +$1.25K +12 +0.4%
VOYA Investment Management
152
VOYA Investment Management
Georgia
$295K +$8.33K +80 +3%
VPIM
153
Vanguard Personalized Indexing Management
California
$288K -$21.8K -209 -7%
CAPTRUST Financial Advisors
154
CAPTRUST Financial Advisors
North Carolina
$281K -$79.4K -762 -22%
CAI
155
Capital Advisors Inc
Oklahoma
$273K – – –
CGIM
156
Cannon Global Investment Management
Florida
$271K -$167K -1,600 -38%
IIC
157
Ironwood Investment Counsel
Arizona
$268K – – –
FFM
158
Forum Financial Management
Illinois
$246K +$417 +4 +0.2%
MFG
159
Merit Financial Group
Georgia
$239K -$11.4K -109 -5%
CB
160
Commerce Bank
Missouri
$239K -$55.3K -531 -19%
State of Wisconsin Investment Board
161
State of Wisconsin Investment Board
Wisconsin
$235K +$2.6K +25 +1%
PCA
162
Pallas Capital Advisors
Massachusetts
$234K +$234K +2,242 New
EA
163
Everpar Advisors
Oklahoma
$232K -$5.52K -53 -2%
Northwestern Mutual Wealth Management
164
Northwestern Mutual Wealth Management
Wisconsin
$230K +$36.3K +349 +19%
EC
165
EntryPoint Capital
New York
$225K +$225K +2,161 New
New York State Teachers Retirement System (NYSTRS)
166
New York State Teachers Retirement System (NYSTRS)
New York
$218K +$218K +2,090 New
CIBC Asset Management
167
CIBC Asset Management
Ontario, Canada
$217K +$4.17K +40 +2%
NAS
168
Nicolet Advisory Services
Wisconsin
$210K +$13.5K +153 +7%
SAG
169
SageView Advisory Group
California
$203K +$4.06K +39 +2%
Deutsche Bank
170
Deutsche Bank
Germany
$171K -$3.34M -32,051 -95%
Acadian Asset Management
171
Acadian Asset Management
Massachusetts
$159K +$159K +1,535 New
VCM
172
Versant Capital Management
Arizona
$143K +$131K +1,256 +1,047%
SCM
173
Sterling Capital Management
North Carolina
$132K -$9.48K -91 -7%
CCM
174
Coldstream Capital Management
Washington
$129K +$129K +1,238 New
AB
175
Amalgamated Bank
New York
$126K +$313 +3 +0.2%
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7
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