1,541 hedge funds and large institutions have $37.6B invested in Oneok in 2025 Q2 according to their latest regulatory filings, with 133 funds opening new positions, 612 increasing their positions, 518 reducing their positions, and 165 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less funds holding

Funds holding:

16% less capital invested

Capital invested by funds: $44.8B → $37.6B (-$7.19B)

19% less first-time investments, than exits

New positions opened: 133 | Existing positions closed: 165

42% less funds holding in top 10

Funds holding in top 10: 5029 (-21)

Holders
1,541
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$361M
Puts
$210M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NW
701
NewEdge Wealth
Pennsylvania
$1M
WG
702
Welch Group
Alabama
$1M
SS
703
Sunbelt Securities
Texas
$998K
PPWM
704
Perissos Private Wealth Management
Oklahoma
$996K
MWM
705
Modern Wealth Management
Kansas
$996K
OPA
706
Old Port Advisors
Maine
$991K
ECA
707
Elevated Capital Advisors
Utah
$989K
WS
708
Wedbush Securities
California
$984K
MFWP
709
Mosaic Family Wealth Partners
Missouri
$984K
TF
710
Tompkins Financial
New York
$980K
VAG
711
VisionPoint Advisory Group
Texas
$973K
TAM
712
Tocqueville Asset Management
New York
$972K
PWM
713
Perigon Wealth Management
California
$971K
PVM
714
Palogic Value Management
Texas
$959K
AUB
715
Atlantic Union Bankshares
Virginia
$957K
AFG
716
Atomi Financial Group
New York
$956K
CA
717
Callahan Advisors
Texas
$953K
CI
718
Conning Inc
Connecticut
$951K
PIWA
719
Prevail Innovative Wealth Advisors
Kansas
$947K
EF
720
Empirical Finance
Pennsylvania
$943K
JIC
721
Johnson Investment Counsel
Ohio
$941K
FFM
722
Forum Financial Management
Illinois
$939K
WIA
723
World Investment Advisors
California
$931K
NAMNJ
724
NorthStar Asset Management (New Jersey)
New Jersey
$928K
I
725
InvesTrust
Oklahoma
$927K