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BOK Financial

287 hedge funds and large institutions have $2.73B invested in BOK Financial in 2026 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 94 increasing their positions, 66 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 22

42% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 66

14% more funds holding

Funds holding: 251287 (+36)

2% more capital invested

Capital invested by funds: $2.69B → $2.73B (+$48.9M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.7% less ownership

Funds ownership: 35.85%35.15% (-0.7%)

Holders
287
Holders Change
+36
Holders Change %
+14.34%
% of All Funds
3.53%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
64
Increased
94
Reduced
66
Closed
22
Calls
$1.67M
Puts
Net Calls
+$1.67M
Net Calls Change
+$431K
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
176
Stifel Financial
Missouri
$271K -$28.5K -222 -10%
Cerity Partners
177
Cerity Partners
New York
$270K +$29.4K +229 +12%
CIBC Asset Management
178
CIBC Asset Management
Ontario, Canada
$266K
Mitsubishi UFJ Trust & Banking
179
Mitsubishi UFJ Trust & Banking
Japan
$266K +$267K +2,080 New
Wealth Enhancement Advisory Services
180
Wealth Enhancement Advisory Services
Minnesota
$259K +$7.2K +56 +3%
BC
181
Bayforest Capital
United Kingdom
$252K +$253K +1,971 New
TSS
182
Two Sigma Securities
New York
$250K +$251K +1,953 New
Rockefeller Capital Management
183
Rockefeller Capital Management
New York
$247K -$61.5K -479 -20%
DCM
184
DGS Capital Management
New Jersey
$246K +$247K +1,919 New
Bank of Montreal
185
Bank of Montreal
Ontario, Canada
$223K -$31.6K -246 -12%
Cambridge Investment Research Advisors
186
Cambridge Investment Research Advisors
Iowa
$216K +$217K +1,686 New
GI
187
GAMMA Investing
California
$212K +$10.8K +84 +5%
Baird Financial Group
188
Baird Financial Group
Wisconsin
$206K +$207K +1,611 New
Universal-Beteiligungs- und Servicegesellschaft
189
Universal-Beteiligungs- und Servicegesellschaft
Germany
$206K +$207K +1,610 New
X
190
Xponance
Pennsylvania
$202K +$203K +1,578 New
US Bancorp
191
US Bancorp
Minnesota
$196K +$9.64K +75 +5%
SIM
192
Sprucegrove Investment Management
Ontario, Canada
$179K
FDCDDQ
193
Federation des caisses Desjardins du Quebec
Quebec, Canada
$176K -$51K -397 -22%
WETS
194
Wealth Enhancement Trust Services
South Dakota
$174K
BH
195
Burk Holdings
Oklahoma
$163K +$163K +1,271 New
Carson Wealth (CWM LLC)
196
Carson Wealth (CWM LLC)
Nebraska
$160K +$17.6K +137 +12%
Osaic Holdings
197
Osaic Holdings
Arizona
$158K +$14.6K +114 +10%
QCG
198
Quadrant Capital Group
Ohio
$135K -$5.01K -39 -4%
TRCT
199
Tower Research Capital (TRC)
New York
$132K +$29.8K +232 +29%
CCM
200
Chilton Capital Management
Texas
$120K +$642 +5 +0.5%