Oakmark U.S. Large Cap ETF
OAKM
65 hedge funds and large institutions have $525M invested in Oakmark U.S. Large Cap ETF in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 31 increasing their positions, 3 reducing their positions, and 4 closing their positions.
933% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 3
400% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 4
30% more funds holding
Funds holding: 50 → 65 (+15)
26% more capital invested
Capital invested by funds: $417M → $525M (+$109M)
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
4.32% less ownership
Funds ownership: 81.37% → 77.05% (-4.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
+$37.3M |
| 2 |
GMFG
Greater Midwest Financial Group
St. Paul,
Minnesota
|
+$14.1M |
| 3 |
LPL Financial
San Diego,
California
|
+$12.4M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$11M |
| 5 |
CIA
Choate Investment Advisors
Boston,
Massachusetts
|
+$9.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWM
Horizon Wealth Management
La Grange,
Illinois
|
-$36.3M |
| 2 |
LWM
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
|
-$1.63M |
| 3 |
GS
GTS Securities
New York
|
-$757K |
| 4 |
Jane Street
New York
|
-$219K |
| 5 |
SN
Sittner & Nelson
Eugene,
Oregon
|
-$125K |
OAKM Hedge Fund Activity: Q3 2025 in Review
65 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Oakmark U.S. Large Cap ETF (OAKM) for Q3 2025, worth a combined $525M — up 26% from $417M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new OAKM positions and 4 closed out — a net gain of 16 holders — while 31 added to existing stakes and 3 trimmed.
The largest buyer was Cerity Partners, opening a new position worth an estimated $37.3M. The largest seller was Horizon Wealth Management, cutting an estimated $36.3M.
- 65 institutional investors held Oakmark U.S. Large Cap ETF (OAKM) as of Q3 2025, up from 50 in Q2 2025.
- Funds reported $525M of Oakmark U.S. Large Cap ETF stock for Q3 2025, up 26% quarter-over-quarter.
- 20 funds opened new Oakmark U.S. Large Cap ETF positions in Q3 2025 and 4 closed out, a net change of +16 holders.
- The largest Oakmark U.S. Large Cap ETF buyer in Q3 2025 was Cerity Partners, an estimated $37.3M added.
- The largest Oakmark U.S. Large Cap ETF seller in Q3 2025 was Horizon Wealth Management, an estimated $36.3M sold.
Based on aggregated 13F filings for Q3 2025.