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OAKM

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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
90
Holders Change
+25
Holders Change %
+38.46%
% of All Funds
1.09%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
28
Increased
45
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cerity Partners
Cerity Partners
New York
+$18.9M
2
Bank of America
Bank of America
North Carolina
+$15.5M
3
Raymond James Financial
Raymond James Financial
Florida
+$12.1M
4
KW
KWB Wealth
California
+$9.69M
5
AF
Abound Financial
California
+$8.52M

Top Sellers

Rank Fund Capital Flow
1
CIA
Choate Investment Advisors
Massachusetts
-$17.5M
2
Mariner
Mariner
Kansas
-$3.62M
3
IA
Integrity Alliance
Iowa
-$2.12M
4
HWM
Horizon Wealth Management
Illinois
-$1.75M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$538K
Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
76
Prospera Financial Services
Texas
$241K – – –
PAYA
77
Phil A. Younker & Associates
Alaska
$241K +$231K +8,500 New
BRWA
78
B. Riley Wealth Advisors
Florida
$229K – – –
SWM
79
SpringVest Wealth Management
Texas
$221K – – –
CIA
80
Concurrent Investment Advisors
Florida
$208K +$200K +7,351 New
Morgan Stanley
81
Morgan Stanley
New York
$203K +$147K +5,421 +312%
RIL
82
Rothschild Investment LLC
Illinois
$56.7K – – –
FHA
83
Flagship Harbor Advisors
Massachusetts
$56.7K +$54.3K +2,000 New
WA
84
WPG Advisers
Maryland
$52.5K – – –
BCM
85
Blume Capital Management
California
$28.4K – – –
JP Morgan Chase
86
JP Morgan Chase
New York
$9.22K +$8.82K +325 New
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$8K +$7.98K +294 New
PB
88
Pinnacle Bancorp
Nebraska
$7.77K +$7.44K +274 New
AF
89
Advisornet Financial
Minnesota
$2.95K – – –
1IA
90
1620 Investment Advisors
Massachusetts
$284 – – –
Mariner
91
Mariner
Kansas
– -$3.62M -135,008 Closed
IA
92
Integrity Alliance
Iowa
– -$2.12M -79,052 Closed
Susquehanna International Group
93
Susquehanna International Group
Pennsylvania
– -$538K -20,076 Closed
1 2 3
4

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.