We are live on ! Find out more
BOKF icon

BOK Financial

254 hedge funds and large institutions have $2.34B invested in BOK Financial in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 85 increasing their positions, 74 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

302% more call options, than puts

Call options by funds: $2.05M | Put options by funds: $511K

92% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 26

15% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 74

9% more funds holding

Funds holding: 233254 (+21)

2% more capital invested

Capital invested by funds: $2.28B → $2.34B (+$53.1M)

0.19% more ownership

Funds ownership: 34.06%34.25% (+0.19%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
254
Holders Change
+21
Holders Change %
+9.01%
% of All Funds
3.35%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
50
Increased
85
Reduced
74
Closed
26
Calls
$2.05M
Puts
$511K
Net Calls
+$1.54M
Net Calls Change
-$653K
Name Holding Trade Value Shares
Change
Change in
Stake
GKFF
1
George Kaiser Family Foundation
Oklahoma
$358M
Vanguard Group
2
Vanguard Group
Pennsylvania
$260M +$1.27M +11,418 +0.5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$253M +$11M +98,588 +4%
AI
4
Ariel Investments
Illinois
$192M -$6.38M -57,109 -3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$168M -$2.38M -21,350 -1%
BlackRock
6
BlackRock
New York
$132M +$13M +116,413 +10%
CWM
7
CIBC World Markets
New York
$118M -$8.28M -74,151 -6%
State Street
8
State Street
Massachusetts
$91.7M +$4.36M +39,053 +5%
CIBC World Market
9
CIBC World Market
Ontario, Canada
$87M -$27.9M -250,000 -23%
AQR Capital Management
10
AQR Capital Management
Connecticut
$44.1M +$20.6M +184,261 +80%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$43.7M +$561K +5,028 +1%
Millennium Management
12
Millennium Management
New York
$26.9M +$6.41M +57,420 +29%
Charles Schwab
13
Charles Schwab
California
$24.6M -$925K -8,285 -3%
Jacobs Levy Equity Management
14
Jacobs Levy Equity Management
New Jersey
$24.4M +$624K +5,591 +2%
Norges Bank
15
Norges Bank
Norway
$23.5M +$4M +35,800 +19%
Allspring Global Investments
16
Allspring Global Investments
North Carolina
$23.3M +$42.3K +379 +0.2%
FGP
17
Freestone Grove Partners
California
$21.7M +$22.8M +204,224 New
William Blair & Company
18
William Blair & Company
Illinois
$20.8M
BNP Paribas Asset Management
19
BNP Paribas Asset Management
France
$19.9M +$5.65M +50,586 +37%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$19.8M -$3.89M -34,801 -16%
First Trust Advisors
21
First Trust Advisors
Illinois
$16.9M +$6.04M +54,075 +52%
Citadel Advisors
22
Citadel Advisors
Florida
$16.8M -$27.8M -248,954 -61%
Morgan Stanley
23
Morgan Stanley
New York
$16.8M +$2.83M +25,350 +19%
Northern Trust
24
Northern Trust
Illinois
$15.5M +$849K +7,605 +6%
UBS Group
25
UBS Group
Switzerland
$15.3M +$13.4M +120,468 +527%

BOKF Hedge Fund Activity: Q4 2024 in Review

254 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q4 2024, worth a combined $2.34B — up 2.3% from $2.28B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new BOKF positions and 26 closed out — a net gain of 24 holders — while 85 added to existing stakes and 74 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $20.6M. The largest seller was Diamond Hill Capital Management, cutting an estimated $32.3M.

  • 254 institutional investors held BOK Financial (BOKF) as of Q4 2024, up from 233 in Q3 2024.
  • Funds reported $2.34B of BOK Financial stock for Q4 2024, up 2.3% quarter-over-quarter.
  • 50 funds opened new BOK Financial positions in Q4 2024 and 26 closed out, a net change of +24 holders.
  • The largest BOK Financial buyer in Q4 2024 was AQR Capital Management, an estimated $20.6M added.
  • The largest BOK Financial seller in Q4 2024 was Diamond Hill Capital Management, an estimated $32.3M sold.

Based on aggregated 13F filings for Q4 2024.