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BOK Financial

250 hedge funds and large institutions have $2.44B invested in BOK Financial in 2025 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 65 increasing their positions, 90 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

397% more call options, than puts

Call options by funds: $2.55M | Put options by funds: $513K

26% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 31

13% more capital invested

Capital invested by funds: $2.16B → $2.44B (+$276M)

2% more funds holding

Funds holding: 245250 (+5)

0.04% less ownership

Funds ownership: 34.44%34.39% (-0.04%)

28% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 90

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
250
Holders Change
+5
Holders Change %
+2.04%
% of All Funds
3.28%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
39
Increased
65
Reduced
90
Closed
31
Calls
$2.55M
Puts
$513K
Net Calls
+$2.04M
Net Calls Change
+$2.19M
Name Holding Trade Value Shares
Change
Change in
Stake
LI
201
LRI Investments
Florida
$10.5K
AAS
202
Ameritas Advisory Services
Nebraska
$9.03K
FFA
203
Farther Finance Advisors
California
$8.69K +$6.84K +64 +457%
Jones Financial Companies
204
Jones Financial Companies
Missouri
$8.12K
S
205
SignatureFD
Georgia
$7.69K
Walleye Capital
206
Walleye Capital
New York
$6.69K -$284K -2,656 -98%
BTI
207
Blue Trust Inc
Georgia
$6.24K
IA
208
IFP Advisors
Florida
$6.13K +$5.88K +55 New
FHC
209
First Horizon Corporation
Tennessee
$5.79K +$5.56K +52 New
JWA
210
JFS Wealth Advisors
Pennsylvania
$4.57K
SIC
211
SJS Investment Consulting
Ohio
$3.12K +$2.24K +21 +300%
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
PWMG
216
Private Wealth Management Group
New Jersey
$2.23K
S
217
Sachetta
Massachusetts
$2.23K
WANY
218
Wealthspire Advisors (New York)
New York
$2.12K +$2.03K +19 New
TWD
219
True Wealth Design
Ohio
$2.01K +$748 +7 +64%
HFS
220
Hantz Financial Services
Michigan
$2K
Bessemer Group
221
Bessemer Group
New Jersey
$2K +$1.6K +15 New
SC
222
SouthState Corp
Florida
$1.9K
DPW
223
DiNuzzo Private Wealth
Pennsylvania
$1.78K
RWM
224
Rialto Wealth Management
New York
$1.34K +$107 +1 +9%
MPWT
225
MassMutual Private Wealth & Trust
Connecticut
$1.34K -$214 -2 -14%

BOKF Hedge Fund Activity: Q3 2025 in Review

250 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q3 2025, worth a combined $2.44B — up 13% from $2.16B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new BOKF positions and 31 closed out — a net gain of 8 holders — while 65 added to existing stakes and 90 trimmed.

The largest buyer was Freestone Grove Partners, adding an estimated $31.2M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $19.3M.

  • 250 institutional investors held BOK Financial (BOKF) as of Q3 2025, up from 245 in Q2 2025.
  • Funds reported $2.44B of BOK Financial stock for Q3 2025, up 13% quarter-over-quarter.
  • 39 funds opened new BOK Financial positions in Q3 2025 and 31 closed out, a net change of +8 holders.
  • The largest BOK Financial buyer in Q3 2025 was Freestone Grove Partners, an estimated $31.2M added.
  • The largest BOK Financial seller in Q3 2025 was Qube Research & Technologies (QRT), an estimated $19.3M sold.

Based on aggregated 13F filings for Q3 2025.