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BOK Financial

250 hedge funds and large institutions have $2.69B invested in BOK Financial in 2025 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 71 increasing their positions, 86 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding

Funds holding:

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
250
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.23M
Puts
Net Calls
Net Calls Change
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
Wealth Enhancement Advisory Services
153
Wealth Enhancement Advisory Services
Minnesota
$240K
Bank of Montreal
154
Bank of Montreal
Ontario, Canada
$235K
SAG
155
SageView Advisory Group
California
$229K
VC
156
VarCov Co
Connecticut
$227K
Cerity Partners
157
Cerity Partners
New York
$223K
CCA
158
Childress Capital Advisors
Texas
$211K
FDCDDQ
159
Federation des caisses Desjardins du Quebec
Quebec, Canada
$209K
CAPTRUST Financial Advisors
160
CAPTRUST Financial Advisors
North Carolina
$209K
SA
161
Sanctuary Advisors
Indiana
$208K
JFG
162
Jefferies Financial Group
New York
$204K
GI
163
GAMMA Investing
California
$186K
US Bancorp
164
US Bancorp
Minnesota
$172K
SIM
165
Sprucegrove Investment Management
Ontario, Canada
$166K
WETS
166
Wealth Enhancement Trust Services
South Dakota
$161K
SCM
167
Sterling Capital Management
North Carolina
$155K
AB
168
Amalgamated Bank
New York
$151K
Osaic Holdings
169
Osaic Holdings
Arizona
$132K
Carson Wealth (CWM LLC)
170
Carson Wealth (CWM LLC)
Nebraska
$132K
QCG
171
Quadrant Capital Group
Ohio
$129K
CCM
172
Chilton Capital Management
Texas
$111K
GIA
173
GHP Investment Advisors
Colorado
$104K
KBC Group
174
KBC Group
Belgium
$102K
TRCT
175
Tower Research Capital (TRC)
New York
$94.7K