Oakmark U.S. Large Cap ETF
OAKM
90 hedge funds and large institutions have $680M invested in Oakmark U.S. Large Cap ETF in 2025 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 45 increasing their positions, 8 reducing their positions, and 3 closing their positions.
833% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 3
463% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 8
38% more funds holding
Funds holding: 65 → 90 (+25)
29% more capital invested
Capital invested by funds: $525M → $680M (+$154M)
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
4.58% less ownership
Funds ownership: 77.05% → 72.47% (-4.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
+$18.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$15.5M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$12.1M |
| 4 |
KW
KWB Wealth
Redlands,
California
|
+$9.69M |
| 5 |
AF
Abound Financial
Granite Bay,
California
|
+$8.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIA
Choate Investment Advisors
Boston,
Massachusetts
|
-$17.5M |
| 2 |
Mariner
Overland Park,
Kansas
|
-$3.62M |
| 3 |
IA
Integrity Alliance
Urbandale,
Iowa
|
-$2.12M |
| 4 |
HWM
Horizon Wealth Management
La Grange,
Illinois
|
-$1.75M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$538K |
OAKM Hedge Fund Activity: Q4 2025 in Review
90 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Oakmark U.S. Large Cap ETF (OAKM) for Q4 2025, worth a combined $680M — up 29% from $525M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new OAKM positions and 3 closed out — a net gain of 25 holders — while 45 added to existing stakes and 8 trimmed.
The largest buyer was Cerity Partners, adding an estimated $18.9M. The largest seller was Choate Investment Advisors, cutting an estimated $17.5M.
- 90 institutional investors held Oakmark U.S. Large Cap ETF (OAKM) as of Q4 2025, up from 65 in Q3 2025.
- Funds reported $680M of Oakmark U.S. Large Cap ETF stock for Q4 2025, up 29% quarter-over-quarter.
- 28 funds opened new Oakmark U.S. Large Cap ETF positions in Q4 2025 and 3 closed out, a net change of +25 holders.
- The largest Oakmark U.S. Large Cap ETF buyer in Q4 2025 was Cerity Partners, an estimated $18.9M added.
- The largest Oakmark U.S. Large Cap ETF seller in Q4 2025 was Choate Investment Advisors, an estimated $17.5M sold.
Based on aggregated 13F filings for Q4 2025.