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BOK Financial

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

6% less capital invested

Capital invested by funds: $2.31B → $2.16B (-$148M)

19% less call options, than puts

Call options by funds: $674K | Put options by funds: $829K

20% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 92

Holders
244
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$674K
Puts
$829K
Net Calls
Net Calls Change

Top Buyers

1 +$18.5M
2 +$17.9M
3 +$14.6M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$10.4M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$7.22M

Top Sellers

1 -$23.5M
2 -$16.1M
3 -$15.9M
4
BlackRock
BlackRock
New York
-$12.4M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$9.8M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
201
Versant Capital Management
Arizona
$13K
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
AAS
206
Ameritas Advisory Services
Nebraska
$7.91K
Jones Financial Companies
207
Jones Financial Companies
Missouri
$6.99K
S
208
SignatureFD
Georgia
$6.74K
CIAM
209
Caitong International Asset Management
Hong Kong
$5.57K
BTI
210
Blue Trust Inc
Georgia
$5.47K
SAM
211
Smartleaf Asset Management
Massachusetts
$4.56K
JWA
212
JFS Wealth Advisors
Pennsylvania
$4K
HFS
213
Hughes Financial Services
Virginia
$2.83K
BIA
214
Bell Investment Advisors
California
$2.73K
BBHC
215
Brown Brothers Harriman & Co
New York
$2.64K
FFO
216
Fortitude Family Office
Arizona
$2.25K
HFS
217
Hantz Financial Services
Michigan
$2K
PWMG
218
Private Wealth Management Group
New Jersey
$1.95K
S
219
Sachetta
Massachusetts
$1.95K
SC
220
SouthState Corp
Florida
$1.66K
DPW
221
DiNuzzo Private Wealth
Pennsylvania
$1.56K
FFA
222
Farther Finance Advisors
California
$1.37K
MPWT
223
MassMutual Private Wealth & Trust
Connecticut
$1.37K
Fifth Third Bancorp
224
Fifth Third Bancorp
Ohio
$1.17K
TWD
225
True Wealth Design
Ohio
$1.07K