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OAKM

Oakmark U.S. Large Cap ETF
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

933% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 3

400% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 4

30% more funds holding

Funds holding: 50 → 65 (+15)

26% more capital invested

Capital invested by funds: $417M → $525M (+$109M)

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
Holders Change
+15
Holders Change %
+30%
% of All Funds
0.85%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
20
Increased
31
Reduced
3
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cerity Partners
Cerity Partners
New York
+$37.3M
2
GMFG
Greater Midwest Financial Group
Minnesota
+$14.1M
3
LPL Financial
LPL Financial
California
+$12.4M
4
Bank of America
Bank of America
North Carolina
+$11M
5
CIA
Choate Investment Advisors
Massachusetts
+$9.96M

Top Sellers

Rank Fund Capital Flow
1
HWM
Horizon Wealth Management
Illinois
-$36.3M
2
LWM
Lionsbridge Wealth Management
Florida
-$1.63M
3
GS
GTS Securities
New York
-$757K
4
Jane Street
Jane Street
New York
-$219K
5
SN
Sittner & Nelson
Oregon
-$125K
Name Holding Trade Value Shares
Change 		Change in
Stake
SPL
51
Smart Portfolios LLC
Washington
$270K +$264K +10,070 New
HighTower Advisors
52
HighTower Advisors
Illinois
$250K +$33.1K +1,263 +16%
Jane Street
53
Jane Street
New York
$248K -$219K -8,333 -47%
MF
54
Manchester Financial
California
$243K +$238K +9,090 New
PFS
55
Prospera Financial Services
Texas
$228K – – –
BRWA
56
B. Riley Wealth Advisors
Florida
$216K +$1.71K +65 +0.8%
SWM
57
SpringVest Wealth Management
Texas
$208K +$204K +7,782 New
RIL
58
Rothschild Investment LLC
Illinois
$53.6K – – –
WA
59
WPG Advisers
Maryland
$49.5K +$48.5K +1,850 New
Morgan Stanley
60
Morgan Stanley
New York
$46.5K – – –
SN
61
Sittner & Nelson
Oregon
$45.5K -$125K -4,765 -74%
BCM
62
Blume Capital Management
California
$26.8K – – –
MCM
63
MAI Capital Management
Ohio
$5.36K – – –
AF
64
Advisornet Financial
Minnesota
$2.79K – – –
1IA
65
1620 Investment Advisors
Massachusetts
$268 – – –
LWM
66
Lionsbridge Wealth Management
Florida
– -$1.63M -63,281 Closed
GS
67
GTS Securities
New York
– -$757K -29,486 Closed
PTC
68
Private Trust Company
Ohio
– -$122K -4,748 Closed
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
– -$15K -573 Closed
1 2
3

OAKM Hedge Fund Activity: Q3 2025 in Review

65 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Oakmark U.S. Large Cap ETF (OAKM) for Q3 2025, worth a combined $525M — up 26% from $417M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new OAKM positions and 4 closed out — a net gain of 16 holders — while 31 added to existing stakes and 3 trimmed.

The largest buyer was Cerity Partners, opening a new position worth an estimated $37.3M. The largest seller was Horizon Wealth Management, cutting an estimated $36.3M.

  • 65 institutional investors held Oakmark U.S. Large Cap ETF (OAKM) as of Q3 2025, up from 50 in Q2 2025.
  • Funds reported $525M of Oakmark U.S. Large Cap ETF stock for Q3 2025, up 26% quarter-over-quarter.
  • 20 funds opened new Oakmark U.S. Large Cap ETF positions in Q3 2025 and 4 closed out, a net change of +16 holders.
  • The largest Oakmark U.S. Large Cap ETF buyer in Q3 2025 was Cerity Partners, an estimated $37.3M added.
  • The largest Oakmark U.S. Large Cap ETF seller in Q3 2025 was Horizon Wealth Management, an estimated $36.3M sold.

Based on aggregated 13F filings for Q3 2025.