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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
SO
176
STRS Ohio
Ohio
$62.8K +$112 +1 +0.2%
OW
177
Olistico Wealth
Oklahoma
$59.2K +$56.1K +500 New
SPIA
178
Steward Partners Investment Advisory
New York
$59.2K +$56.1K +500 New
CIAM
179
Caitong International Asset Management
Hong Kong
$52.1K +$49.2K +439 +43,900%
QC
180
Quent Capital
New York
$51.2K +$1.34K +12 +3%
C
181
Covestor
United Kingdom
$43K +$21.3K +190 +108%
MIM
182
MetLife Investment Management
New Jersey
$42.9K -$673 -6 -2%
Daiwa Securities Group
183
Daiwa Securities Group
Japan
$37K -$158K -1,409 -82%
Comerica Bank
184
Comerica Bank
Texas
$34.2K -$448 -4 -1%
AA
185
Ancora Advisors
Ohio
$34.1K +$32.3K +288 New
EWA
186
EverSource Wealth Advisors
Alabama
$32.6K -$18.1K -161 -37%
PH
187
Pinnacle Holdings
Oklahoma
$30.8K +$29.2K +260 New
RFP
188
Root Financial Partners
California
$27.8K +$3.7K +33 +16%
Nomura Asset Management
189
Nomura Asset Management
Japan
$27.2K
FFA
190
Farther Finance Advisors
California
$25.2K +$15.1K +135 +173%
AF
191
Allworth Financial
California
$22.5K -$3.03K -27 -12%
ECSS
192
Eurizon Capital SGR SpA
$22.2K +$21K +187 New
PFBT
193
Parkside Financial Bank & Trust
Missouri
$21.9K -$4.37K -39 -17%
Northwestern Mutual Wealth Management
194
Northwestern Mutual Wealth Management
Wisconsin
$21.9K -$448 -4 -2%
CTC
195
Central Trust Company
Missouri
$17.8K
MCM
196
MAI Capital Management
Ohio
$17.4K +$2.02K +18 +14%
CSB
197
City State Bank
Iowa
$16.1K
WT
198
Whittier Trust
California
$14.9K
VCM
199
Versant Capital Management
Arizona
$14.6K -$14.9K -133 -52%
S
200
SignatureFD
Georgia
$13.7K +$5.27K +47 +68%