OAKM

Oakmark U.S. Large Cap ETF
OAKM

33 hedge funds and large institutions have $118M invested in Oakmark U.S. Large Cap ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 6 increasing their positions, reducing their positions, and 1 closing their positions.

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New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding: →

more funds holding in top 10

Funds holding in top 10: →

11.55% more ownership

Funds ownership: 55.68% → 67.23% (+12%)

Holders
33
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$30.7M
2
+$17.1M
3
+$14.1M
4
Citadel Advisors
Citadel Advisors
Florida
+$4.39M
5
BRWM
Blue Rock Wealth Management
North Carolina
+$3.19M

Top Sellers

1
-$24
Name Holding Trade Value Shares
Change 		Change in
Stake
1
$41M
2
$32.4M
3
$14.1M
4
$4.39M
5
$3.19M
6
$3M
7
$2.54M
8
$2.39M
9
$1.66M
10
$1.64M
11
$1.56M
12
$1.37M
13
$1.35M
14
$1.34M
15
$1.19M
16
$802K
17
$661K
18
$648K
19
$610K
20
$598K
21
$588K
22
$404K
23
$391K
24
$391K
25
$177K
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