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BOK Financial
BOKF

Overview Fund Activity

244 hedge funds and large institutions have $2.16B invested in BOK Financial in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 74 increasing their positions, 92 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
+3
Holders Change %
+1.24%
% of All Funds
3.28%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
40
Increased
74
Reduced
92
Closed
35
Calls
$674K
Puts
$829K
Net Calls
-$155K
Net Calls Change
-$873K

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$19.2M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$36.8M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$22.1M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$251M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$8.57M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$2.77M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$40.5M
3
CIBC World Market
3
CIBC World Market
Ontario, Canada
$63.9M
4
BlackRock
4
BlackRock
New York
$108M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
201
Versant Capital Management
Arizona
$13K -$121K -1,243 -90%
MCM
202
MAI Capital Management
Ohio
$12.6K – – –
WT
203
Whittier Trust
California
$11.9K – – –
LI
204
LRI Investments
Florida
$9.18K – – –
HWM
205
Hemington Wealth Management
Virginia
$9K -$2.56K -29 -22%
AAS
206
Ameritas Advisory Services
Nebraska
$7.91K +$7.91K +81 New
Jones Financial Companies
207
Jones Financial Companies
Missouri
$6.99K +$2.43K +25 +53%
S
208
SignatureFD
Georgia
$6.74K +$4K +41 +146%
CIAM
209
Caitong International Asset Management
Hong Kong
$5.57K -$19.2K -197 -78%
BTI
210
Blue Trust Inc
Georgia
$5.47K – – –
SAM
211
Smartleaf Asset Management
Massachusetts
$4.56K -$13.6K -140 -75%
JWA
212
JFS Wealth Advisors
Pennsylvania
$4K -$1.56K -16 -28%
HFS
213
Hughes Financial Services
Virginia
$2.83K +$2.83K +28 New
BIA
214
Bell Investment Advisors
California
$2.73K – – –
BBHC
215
Brown Brothers Harriman & Co
New York
$2.64K +$2.64K +27 New
FFO
216
Fortitude Family Office
Arizona
$2.25K +$2.25K +23 New
HFS
217
Hantz Financial Services
Michigan
$2K +$1.5K +12 +300%
PWMG
218
Private Wealth Management Group
New Jersey
$1.95K – – –
S
219
Sachetta
Massachusetts
$1.95K +$1.95K +20 New
SC
220
SouthState Corp
Florida
$1.66K +$1.66K +17 New
DPW
221
DiNuzzo Private Wealth
Pennsylvania
$1.56K -$195 -2 -11%
FFA
222
Farther Finance Advisors
California
$1.37K -$391 -4 -22%
MPWT
223
MassMutual Private Wealth & Trust
Connecticut
$1.37K +$1.37K +14 New
Fifth Third Bancorp
224
Fifth Third Bancorp
Ohio
$1.17K +$1.17K +12 New
TWD
225
True Wealth Design
Ohio
$1.07K -$21.8K -223 -95%
7 8
9
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