OAKM
Oakmark U.S. Large Cap ETF
OAKM
OAKM
89 hedge funds and large institutions have $678M invested in Oakmark U.S. Large Cap ETF in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 45 increasing their positions, 8 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
more capital invested
Capital invested by funds: $ → $
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
4.84% less ownership
Funds ownership: 77.05% → 72.21% (-4.8%)
Holders
89
Holding in Top 10
7
Calls
–
Puts
–
Top Buyers
| 1 | +$18.9M | |
| 2 | +$15.5M | |
| 3 | +$12.1M | |
| 4 |
KW
KWB Wealth
Redlands,
California
|
+$9.69M |
| 5 |
AF
Abound Financial
Granite Bay,
California
|
+$8.52M |
Top Sellers
| 1 | -$17.5M | |
| 2 | -$3.62M | |
| 3 | -$2.12M | |
| 4 |
HWM
Horizon Wealth Management
La Grange,
Illinois
|
-$1.75M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$538K |
