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BOK Financial

251 hedge funds and large institutions have $2.69B invested in BOK Financial in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 71 increasing their positions, 86 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 36

10% more capital invested

Capital invested by funds: $2.44B → $2.69B (+$248M)

1.45% more ownership

Funds ownership: 34.39%35.85% (+1.5%)

0% more funds holding

Funds holding: 250251 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

17% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 86

Holders
251
Holders Change
+1
Holders Change %
+0.4%
% of All Funds
3.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
41
Increased
71
Reduced
86
Closed
36
Calls
$1.23M
Puts
Net Calls
+$1.23M
Net Calls Change
-$805K
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
201
Basecamp Wealth Advisors
Washington
$13.6K +$12.9K +115 New
PTC
202
Private Trust Company
Ohio
$12.7K -$5.38K -48 -31%
TM
203
Torren Management
California
$12.5K +$11.9K +106 New
Los Angeles Capital Management
204
Los Angeles Capital Management
California
$12.5K +$13.3K +119 New
SAM
205
Smartleaf Asset Management
Massachusetts
$11.5K -$5.16K -46 -32%
LI
206
LRI Investments
Florida
$11.1K
Jones Financial Companies
207
Jones Financial Companies
Missouri
$8.53K
JWA
208
JFS Wealth Advisors
Pennsylvania
$7.58K +$2.58K +23 +56%
BTI
209
Blue Trust Inc
Georgia
$6.63K
FHC
210
First Horizon Corporation
Tennessee
$6.16K
MAM
211
Marquette Asset Management
Minnesota
$5.92K +$5.61K +50 New
IA
212
IFP Advisors
Florida
$5.69K -$785 -7 -13%
EW
213
Elyxium Wealth
California
$5.69K +$5.38K +48 New
AFC
214
Ares Financial Consulting
California
$5.09K +$4.82K +43 New
KFAS
215
Keating Financial Advisory Services
Kansas
$4.15K +$3.92K +35 New
EWP
216
Elevation Wealth Partners
California
$3.91K +$3.7K +33 New
PWPS
217
Pinnacle Wealth Planning Services
Ohio
$3.44K +$3.25K +29 New
BIA
218
Bell Investment Advisors
California
$3.32K
HFS
219
Hughes Financial Services
Virginia
$3.32K
BBHC
220
Brown Brothers Harriman & Co
New York
$3.2K
RF
221
Rossby Financial
Florida
$2.84K +$2.69K +24 New
FFO
222
Fortitude Family Office
Arizona
$2.49K -$224 -2 -9%
PWMG
223
Private Wealth Management Group
New Jersey
$2.37K
S
224
Sachetta
Massachusetts
$2.37K
AAP
225
Arax Advisory Partners
Colorado
$2.13K -$90.3K -805 -98%