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Bank OZK
OZK

Overview Fund Activity

465 hedge funds and large institutions have $5B invested in Bank OZK in 2025 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 187 increasing their positions, 164 reducing their positions, and 53 closing their positions.

Holders
465
Holders Change
-12
Holders Change %
-2.52%
% of All Funds
6.24%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
50
Increased
187
Reduced
164
Closed
53
Calls
$48.6M
Puts
$51.8M
Net Calls
-$3.25M
Net Calls Change
+$6.36M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$69M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$145M
3
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$26.7M
4
Millennium Management
4
Millennium Management
New York
$54.1M
5
Goldman Sachs
5
Goldman Sachs
New York
$21.5M

Top Sellers

1
WA
1
Wasatch Advisors
Utah
$259M
2
Victory Capital Management
2
Victory Capital Management
Texas
$15.3M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$50.9M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$113M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$533M 11,320,278 -13,867 -0.1%
BlackRock
2
BlackRock
New York
$473M 10,048,651 -6,492 -0.1%
State Street
3
State Street
Massachusetts
$305M 6,478,004 -111,941 -2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$303M 6,448,161 -56,407 -0.9%
WA
5
Wasatch Advisors
Utah
$259M 5,513,259 -1,715,073 -24%
Charles Schwab
6
Charles Schwab
California
$207M 4,406,933 +56,713 +1%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$145M 3,078,648 +873,242 +40%
First Trust Advisors
8
First Trust Advisors
Illinois
$131M 2,790,739 +9,540 +0.3%
American Century Companies
9
American Century Companies
Missouri
$124M 2,631,607 +226,315 +9%
AQR Capital Management
10
AQR Capital Management
Connecticut
$113M 2,404,931 -400,232 -14%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$96.2M 2,044,292 -8,270 -0.4%
VBA
12
Van Berkom & Associates
Quebec, Canada
$85M 1,805,714 -22,987 -1%
JFL
13
Jarislowsky, Fraser Ltd
Quebec, Canada
$84.8M 1,802,199 +2,809 +0.2%
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$78.6M 1,671,168 -3,756 -0.2%
SM
15
Senvest Management
New York
$74.4M 1,581,582 +310,707 +24%
Norges Bank
16
Norges Bank
Norway
$69M 1,465,373 +1,465,373 New
GC
17
Giverny Capital
Quebec, Canada
$59.2M 1,258,996 +49,483 +4%
Millennium Management
18
Millennium Management
New York
$54.1M 1,149,864 +405,869 +55%
Morgan Stanley
19
Morgan Stanley
New York
$51.7M 1,098,376 -6,642 -0.6%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$50.9M 1,081,770 -726,771 -40%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$50.7M 1,076,778 -50,798 -5%
Northern Trust
22
Northern Trust
Illinois
$46.5M 988,557 -5,103 -0.5%
FCM
23
Fairholme Capital Management
Florida
$43.1M 916,752 +285,150 +45%
Balyasny Asset Management
24
Balyasny Asset Management
Illinois
$37.4M 793,797 +213,101 +37%
ProShare Advisors
25
ProShare Advisors
Maryland
$36.9M 784,392 +183,964 +31%
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