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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
GIA
201
GHP Investment Advisors
Colorado
$112K
KBC Group
202
KBC Group
Belgium
$110K
SCM
203
Sterling Capital Management
North Carolina
$80.3K -$87.5K -681 -52%
OW
204
Olistico Wealth
Oklahoma
$64K
SPIA
205
Steward Partners Investment Advisory
New York
$64K
SO
206
STRS Ohio
Ohio
$57.2K -$10.7K -83 -16%
QC
207
Quent Capital
New York
$55.1K -$257 -2 -0.5%
RFP
208
Root Financial Partners
California
$47K +$17K +132 +56%
GAA
209
Global Assets Advisory
Florida
$43.7K +$21.2K +165 New
AA
210
Ancora Advisors
Ohio
$42.8K +$5.91K +46 +16%
EWA
211
EverSource Wealth Advisors
Alabama
$41.9K +$6.68K +52 +19%
SAM
212
Smartleaf Asset Management
Massachusetts
$39.6K +$28.3K +220 +229%
MIM
213
MetLife Investment Management
New Jersey
$39.2K -$7.2K -56 -15%
MCM
214
MAI Capital Management
Ohio
$37.8K +$19K +148 +101%
AF
215
Allworth Financial
California
$37K +$12.7K +99 +52%
Fifth Third Bancorp
216
Fifth Third Bancorp
Ohio
$36.7K +$35.3K +275 +2,292%
PH
217
Pinnacle Holdings
Oklahoma
$33.3K
VCM
218
Versant Capital Management
Arizona
$32.5K +$16.8K +131 +107%
FFA
219
Farther Finance Advisors
California
$29.6K +$2.31K +18 +8%
Nomura Asset Management
220
Nomura Asset Management
Japan
$29.5K
C
221
Covestor
United Kingdom
$28K -$19.7K -153 -42%
Northwestern Mutual Wealth Management
222
Northwestern Mutual Wealth Management
Wisconsin
$23.7K
S
223
SignatureFD
Georgia
$23.3K +$8.48K +66 +57%
CTC
224
Central Trust Company
Missouri
$19.2K
CSB
225
City State Bank
Iowa
$17.4K

BOKF Hedge Fund Activity: Q1 2026 in Review

287 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q1 2026, worth a combined $2.73B — up 1.8% from $2.69B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new BOKF positions and 22 closed out — a net gain of 42 holders — while 94 added to existing stakes and 66 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $18.7M. The largest seller was CIBC World Market, cutting an estimated $62.3M.

  • 287 institutional investors held BOK Financial (BOKF) as of Q1 2026, up from 251 in Q4 2025.
  • Funds reported $2.73B of BOK Financial stock for Q1 2026, up 1.8% quarter-over-quarter.
  • 64 funds opened new BOK Financial positions in Q1 2026 and 22 closed out, a net change of +42 holders.
  • The largest BOK Financial buyer in Q1 2026 was Goldman Sachs, an estimated $18.7M added.
  • The largest BOK Financial seller in Q1 2026 was CIBC World Market, an estimated $62.3M sold.

Based on aggregated 13F filings for Q1 2026.