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BOK Financial

241 hedge funds and large institutions have $2.31B invested in BOK Financial in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 90 increasing their positions, 77 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
-13
Holders Change %
-5.12%
% of All Funds
3.27%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
90
Reduced
77
Closed
31
Calls
$2.52M
Puts
$1.8M
Net Calls
+$718K
Net Calls Change
-$825K
Name Holding Trade Value Shares
Change
Shares
Change %
CTC
201
Central Trust Company
Missouri
$15.6K
AF
202
Allworth Financial
California
$15.4K +$2.74K +30 +22%
IA
203
IFP Advisors
Florida
$15.1K
Comerica Bank
204
Comerica Bank
Texas
$14.8K -$12.4K -119 -46%
PFBT
205
Parkside Financial Bank & Trust
Missouri
$14.2K
CSB
206
City State Bank
Iowa
$14.2K -$4.17K -40 -23%
MCM
207
MAI Capital Management
Ohio
$13.4K
WSFS
208
Wilmington Savings Fund Society
Delaware
$13.2K -$9.27K -89 -41%
HWM
209
Hemington Wealth Management
Virginia
$13K +$1.09K +11 +9%
WT
210
Whittier Trust
California
$12.7K
HFM
211
Harvest Fund Management
China
$11K
Simplex Trading
212
Simplex Trading
Illinois
$11K +$11K +106 New
MG
213
Mather Group
Illinois
$10.4K
C
214
Covestor
United Kingdom
$10K
LI
215
LRI Investments
Florida
$9.79K
PS
216
Principal Securities
Iowa
$6.07K
JWA
217
JFS Wealth Advisors
Pennsylvania
$5.94K +$625 +6 +12%
BTI
218
Blue Trust Inc
Georgia
$5.83K +$5.83K +56 New
CA
219
Clearstead Advisors
Ohio
$5.42K -$4.06K -39 -43%
Jones Financial Companies
220
Jones Financial Companies
Missouri
$4.87K +$2.28K +22 +88%
CIBC Private Wealth Group
221
CIBC Private Wealth Group
Georgia
$3.65K +$3.65K +41 New
SW
222
SVB Wealth
Massachusetts
$3.44K +$3.44K +33 New
BIA
223
Bell Investment Advisors
California
$2.92K
S
224
SignatureFD
Georgia
$2.92K -$729 -7 -20%
LC
225
Lindbrook Capital
California
$2.82K -$29.1K -278 -91%