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.
2,300% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 1
429% more capital invested
Capital invested by funds: $22.4M → $118M (+$96.1M)
230% more funds holding
Funds holding: 10 → 33 (+23)
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
11.55% more ownership
Funds ownership: 55.68% → 67.23% (+12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$30.9M |
| 2 |
NIM
Natixis Investment Managers
Boston,
Massachusetts
|
+$14.2M |
| 3 |
AIFS
A&I Financial Services
Lone Tree,
Colorado
|
+$14.1M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$4.41M |
| 5 |
BRWM
Blue Rock Wealth Management
Winston-Salem,
North Carolina
|
+$3.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$24 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RIL
26
Rothschild Investment LLC
Chicago,
Illinois
| $48.9K | – | – | – |
|
|
SN
27
Sittner & Nelson
Eugene,
Oregon
| $41.6K | +$41.8K | +1,700 | New |
|
|
BCM
28
Blume Capital Management
Berkeley,
California
| $19.6K | +$19.7K | +800 | New |
|
|
GWM
29
Geneos Wealth Management
Englewood,
Colorado
| $19.2K | +$19.3K | +786 | New |
|
30
JP Morgan Chase
New York
| $12K | – | – | – |
|
|
AF
31
Advisornet Financial
Minnetonka,
Minnesota
| $8.83K | +$8.87K | +361 | New |
|
|
MCM
32
MAI Capital Management
Independence,
Ohio
| $4.89K | +$4.91K | +200 | New |
|
|
1IA
33
1620 Investment Advisors
Plymouth,
Massachusetts
| $245 | – | – | – |
|
|
34
UBS Group
Zurich,
Switzerland
| – | -$24 | -1 | Closed |
|
OAKM Hedge Fund Activity: Q1 2025 in Review
33 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Oakmark U.S. Large Cap ETF (OAKM) for Q1 2025, worth a combined $118M — up 429% from $22.4M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new OAKM positions and 1 closed out — a net gain of 23 holders — while 6 added to existing stakes and 0 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $30.9M. The largest seller was UBS Group, exiting entirely with an estimated $24 sold.
- 33 institutional investors held Oakmark U.S. Large Cap ETF (OAKM) as of Q1 2025, up from 10 in Q4 2024.
- Funds reported $118M of Oakmark U.S. Large Cap ETF stock for Q1 2025, up 429% quarter-over-quarter.
- 24 funds opened new Oakmark U.S. Large Cap ETF positions in Q1 2025 and 1 closed out, a net change of +23 holders.
- The largest Oakmark U.S. Large Cap ETF buyer in Q1 2025 was Wealth Enhancement Advisory Services, an estimated $30.9M added.
- The largest Oakmark U.S. Large Cap ETF seller in Q1 2025 was UBS Group, an estimated $24 sold.
Based on aggregated 13F filings for Q1 2025.