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BOK Financial

248 hedge funds and large institutions have $2.44B invested in BOK Financial in 2025 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 65 increasing their positions, 91 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.03% less ownership

Funds ownership: 34.44%34.41% (-0.03%)

29% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 91

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
248
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
$2.55M
Puts
$513K
Net Calls
Net Calls Change

Top Buyers

1 +$32.5M
2 +$16.7M
3 +$14.4M
4
Two Sigma Investments
Two Sigma Investments
New York
+$13.5M
5
Russell Investments Group
Russell Investments Group
United Kingdom
+$10.1M

Top Sellers

1 -$20.1M
2 -$9.32M
3 -$9.05M
4
UBS Group
UBS Group
Switzerland
-$8.1M
5
AI
Ariel Investments
Illinois
-$7.84M
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
201
Hemington Wealth Management
Virginia
$11K
LI
202
LRI Investments
Florida
$10.5K
AAS
203
Ameritas Advisory Services
Nebraska
$9.03K
FFA
204
Farther Finance Advisors
California
$8.69K
Jones Financial Companies
205
Jones Financial Companies
Missouri
$8.12K
S
206
SignatureFD
Georgia
$7.69K
Walleye Capital
207
Walleye Capital
New York
$6.69K
BTI
208
Blue Trust Inc
Georgia
$6.24K
FHC
209
First Horizon Corporation
Tennessee
$5.79K
JWA
210
JFS Wealth Advisors
Pennsylvania
$4.57K
SIC
211
SJS Investment Consulting
Ohio
$3.12K
BIA
212
Bell Investment Advisors
California
$3.12K
HFS
213
Hughes Financial Services
Virginia
$3.04K
BBHC
214
Brown Brothers Harriman & Co
New York
$3.01K
FFO
215
Fortitude Family Office
Arizona
$2.56K
S
216
Sachetta
Massachusetts
$2.23K
PWMG
217
Private Wealth Management Group
New Jersey
$2.23K
WANY
218
Wealthspire Advisors (New York)
New York
$2.12K
TWD
219
True Wealth Design
Ohio
$2.01K
HFS
220
Hantz Financial Services
Michigan
$2K
Bessemer Group
221
Bessemer Group
New Jersey
$2K
SC
222
SouthState Corp
Florida
$1.9K
DPW
223
DiNuzzo Private Wealth
Pennsylvania
$1.78K
RWM
224
Rialto Wealth Management
New York
$1.34K
MPWT
225
MassMutual Private Wealth & Trust
Connecticut
$1.34K