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BOK Financial

242 hedge funds and large institutions have $2.33B invested in BOK Financial in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 91 increasing their positions, 78 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $2.52M | Put options by funds: $1.8M

17% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 78

0.64% more ownership

Funds ownership: 34.25%34.9% (+0.64%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% less capital invested

Capital invested by funds: $2.34B → $2.33B (-$3.07M)

5% less funds holding

Funds holding: 254242 (-12)

32% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 31

Holders
242
Holders Change
-12
Holders Change %
-4.72%
% of All Funds
3.25%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
91
Reduced
78
Closed
31
Calls
$2.52M
Puts
$1.8M
Net Calls
+$718K
Net Calls Change
-$825K
Name Holding Trade Value Shares
Change
Change in
Stake
GKFF
1
George Kaiser Family Foundation
Oklahoma
$350M
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$257M +$9.77M +90,948 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$251M -$3.58M -33,343 -1%
AI
4
Ariel Investments
Illinois
$188M +$603K +5,614 +0.3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$164M -$523K -4,871 -0.3%
BlackRock
6
BlackRock
New York
$129M -$587K -5,463 -0.4%
CWM
7
CIBC World Markets
New York
$115M
CIBC World Market
8
CIBC World Market
Ontario, Canada
$85.1M
State Street
9
State Street
Massachusetts
$82.8M -$7.11M -66,181 -8%
AQR Capital Management
10
AQR Capital Management
Connecticut
$59.4M +$17.7M +165,184 +40%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$45.5M +$2.83M +26,346 +6%
Citadel Advisors
12
Citadel Advisors
Florida
$29.2M +$13.1M +121,939 +77%
Millennium Management
13
Millennium Management
New York
$28M +$1.73M +16,108 +6%
Norges Bank
14
Norges Bank
Norway
$26.4M +$3.52M +32,736 +15%
UBS Group
15
UBS Group
Switzerland
$25.7M +$11.1M +103,110 +72%
Allspring Global Investments
16
Allspring Global Investments
North Carolina
$24.4M +$1.97M +18,355 +8%
Charles Schwab
17
Charles Schwab
California
$23.6M -$489K -4,549 -2%
Jacobs Levy Equity Management
18
Jacobs Levy Equity Management
New Jersey
$23.2M -$663K -6,175 -3%
BNP Paribas Asset Management
19
BNP Paribas Asset Management
France
$21.6M +$2.2M +20,512 +11%
William Blair & Company
20
William Blair & Company
Illinois
$20.3M
First Trust Advisors
21
First Trust Advisors
Illinois
$20.2M +$3.77M +35,086 +22%
Northern Trust
22
Northern Trust
Illinois
$19M +$3.93M +36,630 +25%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$18.5M -$877K -8,166 -4%
Morgan Stanley
24
Morgan Stanley
New York
$16.2M -$183K -1,700 -1%
AC
25
Avenir Corporation
Virginia
$13.1M

BOKF Hedge Fund Activity: Q1 2025 in Review

242 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q1 2025, worth a combined $2.33B — down 0.13% from $2.34B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of BOKF and 21 opened new positions — a net loss of 10 holders — while 78 trimmed existing stakes and 91 added.

The largest buyer was AQR Capital Management, adding an estimated $17.7M. The largest seller was Freestone Grove Partners, cutting an estimated $13.9M.

  • 242 institutional investors held BOK Financial (BOKF) as of Q1 2025, down from 254 in Q4 2024.
  • Funds reported $2.33B of BOK Financial stock for Q1 2025, down 0.13% quarter-over-quarter.
  • 21 funds opened new BOK Financial positions in Q1 2025 and 31 closed out, a net change of -10 holders.
  • The largest BOK Financial buyer in Q1 2025 was AQR Capital Management, an estimated $17.7M added.
  • The largest BOK Financial seller in Q1 2025 was Freestone Grove Partners, an estimated $13.9M sold.

Based on aggregated 13F filings for Q1 2025.