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1,627 hedge funds and large institutions have $42.6B invested in Oneok in 2024 Q4 according to their latest regulatory filings, with 255 funds opening new positions, 571 increasing their positions, 518 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more first-time investments, than exits

New positions opened: 255 | Existing positions closed: 69

33% more funds holding in top 10

Funds holding in top 10: 3952 (+13)

14% more capital invested

Capital invested by funds: $37.3B → $42.6B (+$5.25B)

11% more funds holding

Funds holding: 1,4601,627 (+167)

10% more repeat investments, than reductions

Existing positions increased: 571 | Existing positions reduced: 518

1.93% more ownership

Funds ownership: 70.65%72.58% (+1.9%)

9% less call options, than puts

Call options by funds: $576M | Put options by funds: $634M

Holders
1,627
Holders Change
+167
Holders Change %
+11.44%
% of All Funds
21.43%
Holding in Top 10
52
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+33.33%
% of All Funds
0.68%
New
255
Increased
571
Reduced
518
Closed
69
Calls
$576M
Puts
$634M
Net Calls
-$58.2M
Net Calls Change
-$34.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SFP
1326
Shepherd Financial Partners
Massachusetts
$219K +$223K +2,178 New
PWPS
1327
Pinnacle Wealth Planning Services
Ohio
$219K -$37.2K -364 -14%
PP
1328
Patten & Patten
Tennessee
$218K -$3.68K -36 -2%
EFG
1329
Ethos Financial Group
Pennsylvania
$218K +$222K +2,169 New
ATS
1330
Ashton Thomas Securities
New York
$217K +$91.4K +894 +71%
AHC
1331
Anderson Hoagland & Co
Missouri
$216K +$203K +1,985 New
IC
1332
Iconiq Capital
California
$216K +$220K +2,149 New
WA
1333
Whipplewood Advisors
Colorado
$216K +$220K +2,149 New
TAM
1334
Titleist Asset Management
Texas
$215K +$219K +2,145 New
QFA
1335
Quantum Financial Advisors
California
$215K +$219K +2,145 New
OCPWS
1336
One Charles Private Wealth Services
Massachusetts
$215K +$219K +2,141 New
EFSCE
1337
Enterprise Financial Services Corp (EFSC)
Missouri
$215K +$219K +2,139 New
RWM
1338
Rockline Wealth Management
New York
$214K +$218K +2,134 New
ACS
1339
Archford Capital Strategies
Illinois
$214K +$205 +2 +0.1%
TWPM
1340
Total Wealth Planning & Management
Florida
$213K +$217K +2,126 New
AWM
1341
Aberdeen Wealth Management
Illinois
$213K +$217K +2,122 New
HSG
1342
Helen Stephens Group
Texas
$213K -$22.4K -219 -9%
PFGIA
1343
Patriot Financial Group Insurance Agency
Massachusetts
$212K +$216K +2,116 New
MGAM
1344
McGowan Group Asset Management
Texas
$212K +$216K +2,116 New
JLBC
1345
J.L. Bainbridge & Co
Florida
$212K +$216K +2,107 New
CPA
1346
Court Place Advisors
Maryland
$211K +$215K +2,106 New
RCP
1347
Rothschild Capital Partners
New York
$211K +$215K +2,097 New
CPBTD
1348
Central Pacific Bank - Trust Division
Hawaii
$210K
GAG
1349
GM Advisory Group
New York
$210K +$214K +2,096 New
MCCP
1350
Mission Creek Capital Partners
California
$210K +$214K +2,094 New

OKE Hedge Fund Activity: Q4 2024 in Review

1,627 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Oneok (OKE) for Q4 2024, worth a combined $42.6B — up 14% from $37.3B a quarter earlier.

Buyers outnumbered sellers: 255 funds opened new OKE positions and 69 closed out — a net gain of 186 holders — while 571 added to existing stakes and 518 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $350M. The largest seller was International Assets Investment Management, cutting an estimated $327M.

  • 1,627 institutional investors held Oneok (OKE) as of Q4 2024, up from 1,460 in Q3 2024.
  • Funds reported $42.6B of Oneok stock for Q4 2024, up 14% quarter-over-quarter.
  • 255 funds opened new Oneok positions in Q4 2024 and 69 closed out, a net change of +186 holders.
  • The largest Oneok buyer in Q4 2024 was Wellington Management Group, an estimated $350M added.
  • The largest Oneok seller in Q4 2024 was International Assets Investment Management, an estimated $327M sold.

Based on aggregated 13F filings for Q4 2024.