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Bank OZK

468 hedge funds and large institutions have $5B invested in Bank OZK in 2025 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 187 increasing their positions, 166 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
468
Holders Change
-9
Holders Change %
-1.89%
% of All Funds
6.28%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
51
Increased
187
Reduced
166
Closed
53
Calls
$63.9M
Puts
$60.5M
Net Calls
+$3.4M
Net Calls Change
+$13M
Name Holding Trade Value Shares
Change
Shares
Change %
Osaic Holdings
226
Osaic Holdings
Arizona
$903K -$49.2K -1,068 -5%
AC
227
AXQ Capital
New Jersey
$883K +$883K +18,769 New
Neuberger Berman Group
228
Neuberger Berman Group
New York
$879K +$125K +2,659 +17%
AF
229
Aviso Financial
Ontario, Canada
$860K -$10.4K -222 -1%
Pictet Asset Management
230
Pictet Asset Management
Switzerland
$828K -$18.8K -400 -2%
TI
231
Tidal Investments
Wisconsin
$795K -$690K -14,670 -46%
M1FG
232
Mach-1 Financial Group
Arkansas
$794K -$6.35K -135 -0.8%
BCM
233
BTC Capital Management
Iowa
$791K +$14.6K +311 +2%
LFAS
234
Level Four Advisory Services
Texas
$781K -$10.3K -219 -1%
Truist Financial
235
Truist Financial
North Carolina
$776K +$51.2K +1,088 +7%
X
236
Xponance
Pennsylvania
$760K -$18.9K -402 -2%
BC
237
Burney Company
Virginia
$734K -$6.97K -148 -0.9%
Focus Partners Wealth
238
Focus Partners Wealth
Massachusetts
$731K -$103K -2,184 -12%
CIA
239
Capital Investment Advisors
Georgia
$726K -$16.3K -346 -2%
UA
240
Unison Advisors
District of Columbia
$705K +$7.58K +161 +1%
NGA
241
Naples Global Advisors
Florida
$703K +$188 +4 +0%
SRL
242
Scientech Research LLC
New Jersey
$695K -$412K -8,746 -37%
VPIM
243
Vanguard Personalized Indexing Management
California
$695K -$69.8K -1,483 -9%
DekaBank Deutsche Girozentrale
244
DekaBank Deutsche Girozentrale
Germany
$694K
CPC
245
Cookson Peirce & Co
Pennsylvania
$691K +$154K +3,280 +29%
HWAM
246
Hennion & Walsh Asset Management
New Jersey
$683K +$49.5K +1,051 +8%
Axa
247
Axa
France
$662K +$662K +14,077 New
DIP
248
Davis Investment Partners
North Carolina
$656K
VOYA Investment Management
249
VOYA Investment Management
Georgia
$653K +$28.4K +604 +5%
SCM
250
Sterling Capital Management
North Carolina
$648K +$59.2K +1,259 +10%