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
SMA
876
Sage Mountain Advisors
Georgia
$577K
FWA
877
Flagship Wealth Advisors
Massachusetts
$572K
OFC
878
Oakland Financial Corp
$571K
SWM
879
Selective Wealth Management
Virginia
$567K
KFS
880
Kaizen Financial Strategies
California
$565K
AMIM
881
Aull & Monroe Investment Management
Alabama
$565K
RFO
882
RiverGlades Family Offices
Florida
$563K
DT
883
Diversified Trust
Tennessee
$560K
SCTC
884
Sanibel Captiva Trust Company
Florida
$559K
IPWA
885
International Private Wealth Advisors
California
$557K
MLL
886
Moody Lynn & Lieberson
Massachusetts
$557K
Balyasny Asset Management
887
Balyasny Asset Management
Illinois
$555K
JCM
888
Jacobi Capital Management
Pennsylvania
$554K
BWP
889
Balboa Wealth Partners
Arizona
$553K
PFA
890
Pure Financial Advisors
California
$551K
WP
891
Wealthspan Partners
Iowa
$550K
IAG
892
Ipsen Advisor Group
Arkansas
$549K
EP
893
Edgestream Partners
New Jersey
$544K
BF
894
Blankinship & Foster
California
$544K
KFGK
895
Keystone Financial Group (Kentucky)
Kentucky
$544K
ECM
896
EagleClaw Capital Management
Massachusetts
$542K
SI
897
Saxon Interests
Texas
$541K
FT
898
Fiduciary Trust
Massachusetts
$539K
RFN
899
RDA Financial Network
Iowa
$539K
CA
900
Claro Advisors
Massachusetts
$539K