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BOK Financial

250 hedge funds and large institutions have $2.69B invested in BOK Financial in 2025 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 71 increasing their positions, 86 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding

Funds holding:

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
250
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
$1.23M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
201
Private Trust Company
Ohio
$12.7K
TM
202
Torren Management
California
$12.5K
Los Angeles Capital Management
203
Los Angeles Capital Management
California
$12.5K
SAM
204
Smartleaf Asset Management
Massachusetts
$11.5K
LI
205
LRI Investments
Florida
$11.1K
Jones Financial Companies
206
Jones Financial Companies
Missouri
$8.53K
JWA
207
JFS Wealth Advisors
Pennsylvania
$7.58K
BTI
208
Blue Trust Inc
Georgia
$6.63K
FHC
209
First Horizon Corporation
Tennessee
$6.16K
MAM
210
Marquette Asset Management
Minnesota
$5.92K
IA
211
IFP Advisors
Florida
$5.69K
EW
212
Elyxium Wealth
California
$5.69K
AFC
213
Ares Financial Consulting
California
$5.09K
KFAS
214
Keating Financial Advisory Services
Kansas
$4.15K
EWP
215
Elevation Wealth Partners
California
$3.91K
PWPS
216
Pinnacle Wealth Planning Services
Ohio
$3.44K
HFS
217
Hughes Financial Services
Virginia
$3.32K
BIA
218
Bell Investment Advisors
California
$3.32K
BBHC
219
Brown Brothers Harriman & Co
New York
$3.2K
RF
220
Rossby Financial
Florida
$2.84K
FFO
221
Fortitude Family Office
Arizona
$2.49K
PWMG
222
Private Wealth Management Group
New Jersey
$2.37K
S
223
Sachetta
Massachusetts
$2.37K
AAP
224
Arax Advisory Partners
Colorado
$2.13K
TWD
225
True Wealth Design
Ohio
$2.01K