OAKM
Oakmark U.S. Large Cap ETF
OAKM
OAKM
65 hedge funds and large institutions have $525M invested in Oakmark U.S. Large Cap ETF in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 31 increasing their positions, 3 reducing their positions, and 4 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more capital invested
Capital invested by funds: $ → $
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
4.32% less ownership
Funds ownership: 81.37% → 77.05% (-4.3%)
Holders
65
Holding in Top 10
6
Calls
–
Puts
–
Top Buyers
| 1 | +$38.1M | |
| 2 | +$14.4M | |
| 3 | +$12.6M | |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$11.2M |
| 5 |
CIA
Choate Investment Advisors
Boston,
Massachusetts
|
+$10.2M |
Top Sellers
| 1 | -$37.1M | |
| 2 | -$1.63M | |
| 3 | -$757K | |
| 4 |
Jane Street
New York
|
-$223K |
| 5 |
SN
Sittner & Nelson
Eugene,
Oregon
|
-$128K |
