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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
State of Wisconsin Investment Board
151
State of Wisconsin Investment Board
Wisconsin
$227K -$6.73K -63 -3%
Bank of Montreal
152
Bank of Montreal
Ontario, Canada
$227K +$218K +2,036 New
SFA
153
Sequoia Financial Advisors
Ohio
$224K +$215K +2,010 New
TSS
154
Two Sigma Securities
New York
$220K +$211K +1,970 New
Cerity Partners
155
Cerity Partners
New York
$219K -$41.5K -388 -17%
SAG
156
SageView Advisory Group
California
$218K -$1.07K -10 -0.5%
Prudential Financial
157
Prudential Financial
New Jersey
$218K -$2.09M -19,510 -91%
VOYA Investment Management
158
VOYA Investment Management
Georgia
$205K -$70.3K -658 -26%
Wealth Enhancement Advisory Services
159
Wealth Enhancement Advisory Services
Minnesota
$202K +$189K +1,773 New
Daiwa Securities Group
160
Daiwa Securities Group
Japan
$192K +$184K +1,719 New
US Bancorp
161
US Bancorp
Minnesota
$170K +$5.77K +54 +4%
FDCDDQ
162
Federation des caisses Desjardins du Quebec
Quebec, Canada
$169K +$162K +1,520 New
GI
163
GAMMA Investing
California
$162K -$4.7K -44 -3%
SIM
164
Sprucegrove Investment Management
Ontario, Canada
$156K +$10.7K +100 +8%
SCM
165
Sterling Capital Management
North Carolina
$152K -$18.4K -172 -11%
Walleye Trading
166
Walleye Trading
New York
$150K -$76K -711 -35%
Osaic Holdings
167
Osaic Holdings
Arizona
$138K -$7.8K -73 -6%
Carson Wealth (CWM LLC)
168
Carson Wealth (CWM LLC)
Nebraska
$127K -$69.4K -649 -36%
AB
169
Amalgamated Bank
New York
$124K -$6.41K -60 -5%
QCG
170
Quadrant Capital Group
Ohio
$117K +$112K +1,051 New
Rockefeller Capital Management
171
Rockefeller Capital Management
New York
$111K +$106K +994 New
CCM
172
Chilton Capital Management
Texas
$104K -$56.7K -531 -36%
GIA
173
GHP Investment Advisors
Colorado
$97.5K
KBC Group
174
KBC Group
Belgium
$96K
AAP
175
Arax Advisory Partners
Colorado
$91.7K +$87K +814 +9,044%

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.