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BOK Financial

250 hedge funds and large institutions have $2.44B invested in BOK Financial in 2025 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 65 increasing their positions, 90 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

397% more call options, than puts

Call options by funds: $2.55M | Put options by funds: $513K

26% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 31

13% more capital invested

Capital invested by funds: $2.16B → $2.44B (+$276M)

2% more funds holding

Funds holding: 245250 (+5)

0.04% less ownership

Funds ownership: 34.44%34.39% (-0.04%)

28% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 90

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
250
Holders Change
+5
Holders Change %
+2.04%
% of All Funds
3.28%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
39
Increased
65
Reduced
90
Closed
31
Calls
$2.55M
Puts
$513K
Net Calls
+$2.04M
Net Calls Change
+$2.19M
Name Holding Trade Value Shares
Change
Change in
Stake
GKFF
1
George Kaiser Family Foundation
Oklahoma
$375M
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$293M +$6.33M +59,241 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$259M -$5.73M -53,587 -2%
AI
4
Ariel Investments
Illinois
$192M -$7.51M -70,312 -4%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$155M -$8.67M -81,167 -6%
BlackRock
6
BlackRock
New York
$125M +$1.19M +11,125 +1%
CBU
7
CIBC Bancorp USA
Illinois
$123M +$118M +1,105,807 New
State Street
8
State Street
Massachusetts
$92.3M +$9.06M +84,794 +11%
CIBC World Market
9
CIBC World Market
Ontario, Canada
$72.9M
First Trust Advisors
10
First Trust Advisors
Illinois
$58.8M +$16.1M +150,210 +40%
AQR Capital Management
11
AQR Capital Management
Connecticut
$46.8M +$562K +5,260 +1%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$46.7M -$2.29M -21,454 -5%
FGP
13
Freestone Grove Partners
California
$40.5M +$31.2M +291,894 +407%
Jacobs Levy Equity Management
14
Jacobs Levy Equity Management
New Jersey
$31.5M -$1.25M -11,741 -4%
Allspring Global Investments
15
Allspring Global Investments
North Carolina
$28.8M -$1.17M -10,949 -4%
Victory Capital Management
16
Victory Capital Management
Texas
$26.1M +$3.95M +36,982 +19%
Citadel Advisors
17
Citadel Advisors
Florida
$25.4M -$3.17M -29,686 -12%
Charles Schwab
18
Charles Schwab
California
$24.5M -$219K -2,053 -0.9%
William Blair & Company
19
William Blair & Company
Illinois
$21.7M
BNP Paribas Asset Management
20
BNP Paribas Asset Management
France
$21.2M +$473K +4,424 +2%
Morgan Stanley
21
Morgan Stanley
New York
$20.5M -$1.73M -16,153 -8%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$20.2M -$632K -5,913 -3%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$16.6M +$9.68M +90,611 +154%
Two Sigma Investments
24
Two Sigma Investments
New York
$16.1M +$12.9M +121,045 +510%
Northern Trust
25
Northern Trust
Illinois
$15.6M -$488K -4,567 -3%

BOKF Hedge Fund Activity: Q3 2025 in Review

250 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q3 2025, worth a combined $2.44B — up 13% from $2.16B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new BOKF positions and 31 closed out — a net gain of 8 holders — while 65 added to existing stakes and 90 trimmed.

The largest buyer was Freestone Grove Partners, adding an estimated $31.2M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $19.3M.

  • 250 institutional investors held BOK Financial (BOKF) as of Q3 2025, up from 245 in Q2 2025.
  • Funds reported $2.44B of BOK Financial stock for Q3 2025, up 13% quarter-over-quarter.
  • 39 funds opened new BOK Financial positions in Q3 2025 and 31 closed out, a net change of +8 holders.
  • The largest BOK Financial buyer in Q3 2025 was Freestone Grove Partners, an estimated $31.2M added.
  • The largest BOK Financial seller in Q3 2025 was Qube Research & Technologies (QRT), an estimated $19.3M sold.

Based on aggregated 13F filings for Q3 2025.