1,532 hedge funds and large institutions have $37.6B invested in Oneok in 2025 Q2 according to their latest regulatory filings, with 131 funds opening new positions, 612 increasing their positions, 514 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,532
Holders Change
-59
Holders Change %
-3.71%
% of All Funds
20.54%
Holding in Top 10
29
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-42%
% of All Funds
0.39%
New
131
Increased
612
Reduced
514
Closed
163
Calls
$361M
Puts
$210M
Net Calls
+$151M
Net Calls Change
+$38.6M
Name Holding Trade Value Shares
Change
Shares
Change %
PPWM
701
Perissos Private Wealth Management
Oklahoma
$996K +$5.22K +64 +0.5%
MWM
702
Modern Wealth Management
Kansas
$996K +$5.8K +71 +0.6%
OPA
703
Old Port Advisors
Maine
$991K -$53.7K -658 -5%
ECA
704
Elevated Capital Advisors
Utah
$989K
WS
705
Wedbush Securities
California
$984K -$241K -2,950 -20%
MFWP
706
Mosaic Family Wealth Partners
Missouri
$984K -$35.8K -438 -4%
TF
707
Tompkins Financial
New York
$980K
VAG
708
VisionPoint Advisory Group
Texas
$973K +$973K +11,914 New
TAM
709
Tocqueville Asset Management
New York
$972K -$43.3K -530 -4%
PWM
710
Perigon Wealth Management
California
$971K +$30.3K +371 +3%
PVM
711
Palogic Value Management
Texas
$959K
AUB
712
Atlantic Union Bankshares
Virginia
$957K +$957K +11,723 New
AFG
713
Atomi Financial Group
New York
$956K -$35.6K -436 -4%
CA
714
Callahan Advisors
Texas
$953K -$32.6K -399 -3%
CI
715
Conning Inc
Connecticut
$951K -$9.31K -114 -1%
PIWA
716
Prevail Innovative Wealth Advisors
Kansas
$947K +$947K +11,597 New
EF
717
Empirical Finance
Pennsylvania
$943K +$13.8K +169 +1%
JIC
718
Johnson Investment Counsel
Ohio
$941K -$206K -2,527 -18%
FFM
719
Forum Financial Management
Illinois
$939K +$110K +1,351 +13%
WIA
720
World Investment Advisors
California
$931K -$48.9K -599 -5%
NAMNJ
721
NorthStar Asset Management (New Jersey)
New Jersey
$928K -$1.63K -20 -0.2%
I
722
InvesTrust
Oklahoma
$927K
VFA
723
Valeo Financial Advisors
Indiana
$923K +$344K +4,217 +59%
DWM
724
Dakota Wealth Management
Florida
$921K -$1.02M -12,526 -53%
CWM
725
Congress Wealth Management
Massachusetts
$913K -$91K -1,115 -9%