Oakmark U.S. Large Cap ETF
OAKM
50 hedge funds and large institutions have $417M invested in Oakmark U.S. Large Cap ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 22 increasing their positions, 4 reducing their positions, and 3 closing their positions.
600% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 3
450% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 4
252% more capital invested
Capital invested by funds: $118M → $417M (+$298M)
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
52% more funds holding
Funds holding: 33 → 50 (+17)
14.14% more ownership
Funds ownership: 67.23% → 81.37% (+14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIA
Choate Investment Advisors
Boston,
Massachusetts
|
+$224M |
| 2 |
HWM
Horizon Wealth Management
La Grange,
Illinois
|
+$35.4M |
| 3 |
AF
Abound Financial
Granite Bay,
California
|
+$14.5M |
| 4 |
LPL Financial
San Diego,
California
|
+$13M |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
+$4.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$4.39M |
| 2 |
GS
GTS Securities
New York
|
-$624K |
| 3 |
Jane Street
New York
|
-$215K |
| 4 |
SMAM
Sugar Maple Asset Management
Sister Bay,
Wisconsin
|
-$165K |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$19.2K |
OAKM Hedge Fund Activity: Q2 2025 in Review
50 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Oakmark U.S. Large Cap ETF (OAKM) for Q2 2025, worth a combined $417M — up 252% from $118M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new OAKM positions and 3 closed out — a net gain of 18 holders — while 22 added to existing stakes and 4 trimmed.
The largest buyer was Choate Investment Advisors, opening a new position worth an estimated $224M. The largest seller was Citadel Advisors, exiting entirely with an estimated $4.39M sold.
- 50 institutional investors held Oakmark U.S. Large Cap ETF (OAKM) as of Q2 2025, up from 33 in Q1 2025.
- Funds reported $417M of Oakmark U.S. Large Cap ETF stock for Q2 2025, up 252% quarter-over-quarter.
- 21 funds opened new Oakmark U.S. Large Cap ETF positions in Q2 2025 and 3 closed out, a net change of +18 holders.
- The largest Oakmark U.S. Large Cap ETF buyer in Q2 2025 was Choate Investment Advisors, an estimated $224M added.
- The largest Oakmark U.S. Large Cap ETF seller in Q2 2025 was Citadel Advisors, an estimated $4.39M sold.
Based on aggregated 13F filings for Q2 2025.