OAKM
Oakmark U.S. Large Cap ETF
OAKM
OAKM
32 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 23 funds opening new positions, 6 increasing their positions, reducing their positions, and 1 closing their positions.
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: →
11.31% more ownership
Funds ownership: 55.68% → 66.98% (+11%)
Holders
32
Holding in Top 10
3
Calls
–
Puts
–
Top Buyers
| 1 | +$30.7M | |
| 2 | +$17.1M | |
| 3 | +$14.1M | |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$4.39M |
| 5 |
BRWM
Blue Rock Wealth Management
Winston-Salem,
North Carolina
|
+$3.19M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SN
26
Sittner & Nelson
Eugene,
Oregon
| $41.6K |
|
|||
|
BCM
27
Blume Capital Management
Berkeley,
California
| $19.6K |
|
|||
|
GWM
28
Geneos Wealth Management
Englewood,
Colorado
| $19.2K |
|
|||
29
JPMorgan Chase & Co
New York
| $12K |
|
|||
|
AF
30
Advisornet Financial
Minnetonka,
Minnesota
| $8.83K |
|
|||
|
MCM
31
MAI Capital Management
Independence,
Ohio
| $4.89K |
|
|||
|
1IA
32
1620 Investment Advisors
Plymouth,
Massachusetts
| $245 |
|
|||
33
UBS Group
Zurich,
Switzerland
| – |
|