OAKM

Oakmark U.S. Large Cap ETF
OAKM

33 hedge funds and large institutions have $118M invested in Oakmark U.S. Large Cap ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 6 increasing their positions, reducing their positions, and 1 closing their positions.

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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 funds holding

Funds holding: →

more funds holding in top 10

Funds holding in top 10: →

11.55% more ownership

Funds ownership: 55.68% → 67.23% (+12%)

Holders
33
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$30.7M
2
+$17.1M
3
+$14.1M
4
Citadel Advisors
Citadel Advisors
Florida
+$4.39M
5
BRWM
Blue Rock Wealth Management
North Carolina
+$3.19M

Top Sellers

1
-$24
Name Holding Trade Value Shares
Change 		Change in
Stake
26
$48.9K
27
$41.6K
28
$19.6K
29
$19.2K
30
$12K
31
$8.83K
32
$4.89K
33
$245
34
–
1
2