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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
CIBC Asset Management
151
CIBC Asset Management
Ontario, Canada
$247K
Deutsche Bank
152
Deutsche Bank
Germany
$243K -$211K -1,882 -48%
Wealth Enhancement Advisory Services
153
Wealth Enhancement Advisory Services
Minnesota
$240K +$21.2K +189 +11%
Bank of Montreal
154
Bank of Montreal
Ontario, Canada
$235K -$5.83K -52 -3%
SAG
155
SageView Advisory Group
California
$229K -$2.24K -20 -1%
VC
156
VarCov Co
Connecticut
$227K +$215K +1,919 New
Cerity Partners
157
Cerity Partners
New York
$223K -$8.86K -79 -4%
CCA
158
Childress Capital Advisors
Texas
$211K +$200K +1,783 New
FDCDDQ
159
Federation des caisses Desjardins du Quebec
Quebec, Canada
$209K +$27.8K +248 +16%
CAPTRUST Financial Advisors
160
CAPTRUST Financial Advisors
North Carolina
$209K -$64.1K -572 -24%
SA
161
Sanctuary Advisors
Indiana
$208K -$101K -903 -34%
JFG
162
Jefferies Financial Group
New York
$204K +$193K +1,721 New
GI
163
GAMMA Investing
California
$186K +$13.7K +122 +8%
US Bancorp
164
US Bancorp
Minnesota
$172K -$7.74K -69 -5%
SIM
165
Sprucegrove Investment Management
Ontario, Canada
$166K
WETS
166
Wealth Enhancement Trust Services
South Dakota
$161K +$152K +1,358 New
SCM
167
Sterling Capital Management
North Carolina
$155K -$6.62K -59 -4%
AB
168
Amalgamated Bank
New York
$151K +$18.7K +167 +15%
Osaic Holdings
169
Osaic Holdings
Arizona
$132K -$13.9K -124 -10%
Carson Wealth (CWM LLC)
170
Carson Wealth (CWM LLC)
Nebraska
$132K -$2.92K -26 -2%
QCG
171
Quadrant Capital Group
Ohio
$129K +$4.37K +39 +4%
CCM
172
Chilton Capital Management
Texas
$111K +$561 +5 +0.5%
GIA
173
GHP Investment Advisors
Colorado
$104K
KBC Group
174
KBC Group
Belgium
$102K
TRCT
175
Tower Research Capital (TRC)
New York
$94.7K +$59.9K +534 +202%