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Bank OZK

481 hedge funds and large institutions have $4.62B invested in Bank OZK in 2025 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 191 increasing their positions, 153 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 54

25% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 153

3% more funds holding

Funds holding: 469481 (+12)

1.22% more ownership

Funds ownership: 91.27%92.48% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1% less capital invested

Capital invested by funds: $4.68B → $4.62B (-$51.4M)

13% less call options, than puts

Call options by funds: $63.2M | Put options by funds: $72.8M

Holders
481
Holders Change
+12
Holders Change %
+2.56%
% of All Funds
6.45%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
68
Increased
191
Reduced
153
Closed
54
Calls
$63.2M
Puts
$72.8M
Net Calls
-$9.61M
Net Calls Change
+$26.2M
Name Holding Trade Value Shares
Change
Change in
Stake
HA
226
Harbor Advisors
Florida
$932K
OPERF
227
Oregon Public Employees Retirement Fund
Oregon
$932K
Osaic Holdings
228
Osaic Holdings
Arizona
$899K -$89.9K -1,900 -8%
Creative Planning
229
Creative Planning
Kansas
$895K +$26.1K +552 +3%
First Manhattan
230
First Manhattan
New York
$888K
XT
231
XTX Topco
Cayman Islands
$887K +$483K +10,216 +100%
WAM
232
Wolverine Asset Management
Illinois
$853K +$177K +3,746 +24%
LCM
233
Landscape Capital Management
New Jersey
$829K +$128K +2,702 +16%
AF
234
Aviso Financial
Ontario, Canada
$804K -$27K -571 -3%
Pictet Asset Management
235
Pictet Asset Management
Switzerland
$782K +$20.2K +428 +2%
Fidelity Investments
236
Fidelity Investments
Massachusetts
$771K +$357K +7,544 +74%
Focus Partners Wealth
237
Focus Partners Wealth
Massachusetts
$770K +$83.1K +1,756 +11%
WF
238
WinCap Financial
Massachusetts
$743K +$179K +3,786 +28%
M1FG
239
Mach-1 Financial Group
Arkansas
$739K +$804K +16,998 New
SOW
240
State of Wyoming
Wyoming
$738K +$230K +4,867 +40%
PCA
241
Pallas Capital Advisors
Massachusetts
$736K +$302K +6,387 +61%
LFAS
242
Level Four Advisory Services
Texas
$730K -$3.78K -80 -0.5%
X
243
Xponance
Pennsylvania
$719K +$203K +4,300 +35%
BCM
244
BTC Capital Management
Iowa
$718K +$278K +5,880 +55%
PD
245
Point72 (DIFC)
United Arab Emirates
$708K -$704K -14,887 -48%
VPIM
246
Vanguard Personalized Indexing Management
California
$706K +$9.98K +211 +1%
STA
247
Summit Trail Advisors
New York
$700K +$534K +11,298 +235%
Neuberger Berman Group
248
Neuberger Berman Group
New York
$696K +$97.4K +2,059 +15%
CIA
249
Capital Investment Advisors
Georgia
$685K -$12.9K -272 -2%
BC
250
Burney Company
Virginia
$684K

OZK Hedge Fund Activity: Q1 2025 in Review

481 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Bank OZK (OZK) for Q1 2025, worth a combined $4.62B — down 1.1% from $4.68B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new OZK positions and 54 closed out — a net gain of 14 holders — while 191 added to existing stakes and 153 trimmed.

The largest buyer was Senvest Management, adding an estimated $29.9M. The largest seller was State Street, cutting an estimated $42.6M.

  • 481 institutional investors held Bank OZK (OZK) as of Q1 2025, up from 469 in Q4 2024.
  • Funds reported $4.62B of Bank OZK stock for Q1 2025, down 1.1% quarter-over-quarter.
  • 68 funds opened new Bank OZK positions in Q1 2025 and 54 closed out, a net change of +14 holders.
  • The largest Bank OZK buyer in Q1 2025 was Senvest Management, an estimated $29.9M added.
  • The largest Bank OZK seller in Q1 2025 was State Street, an estimated $42.6M sold.

Based on aggregated 13F filings for Q1 2025.