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Bank OZK
OZK

Overview Fund Activity

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

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$145M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$26.7M
3
Millennium Management
Millennium Management
New York
$54.1M
4
Goldman Sachs
Goldman Sachs
New York
$21.5M
5
SM
Senvest Management
New York
$74.4M

Top Sellers

1
WA
Wasatch Advisors
Utah
$259M
2
Victory Capital Management
Victory Capital Management
Texas
$15.3M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$50.9M
4
AQR Capital Management
AQR Capital Management
Connecticut
$113M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OTL
251
Oak Thistle LLC
New York
$639K +$639K +13,574 New
PMAM
252
Picton Mahoney Asset Management
Ontario, Canada
$637K +$637K +13,533 New
EMPI
253
Elo Mutual Pension Insurance
Finland
$636K +$636K +13,513 New
CL
254
CSS LLC
Illinois
$633K +$50.8K +1,080 +9%
DO
255
denkapparat Operations
Germany
$608K +$240K +5,104 +65%
BB
256
Burford Brothers
Texas
$601K +$601K +12,761 New
AFG
257
Arkansas Financial Group
Arkansas
$593K – – –
GJWM
258
Gilliland Jeter Wealth Management
Arkansas
$591K +$2.21K +47 +0.4%
MFG
259
Merit Financial Group
Georgia
$587K +$152K +3,236 +35%
PCA
260
Pallas Capital Advisors
Massachusetts
$577K -$221K -4,689 -28%
RI
261
Ridgewood Investments
New Jersey
$570K +$411K +8,731 +259%
YIH
262
Y-Intercept (HK)
Hong Kong
$568K -$642K -13,638 -53%
SM
263
Sciencast Management
New Jersey
$566K +$298K +6,336 +111%
RAM
264
Readystate Asset Management
Illinois
$559K +$559K +11,886 New
SOADOR
265
State of Alaska Department of Revenue
Alaska
$558K -$22.8K -485 -4%
KOC
266
Koss-Olinger Consulting
Florida
$555K – – –
AI
267
Atria Investments
North Carolina
$553K +$181K +3,844 +49%
M&T Bank
268
M&T Bank
New York
$547K -$20.1K -426 -4%
WAM
269
Worth Asset Management
Texas
$543K +$543K +11,539 New
AMBIA
270
Allen Mooney & Barnes Investment Advisors
Georgia
$522K – – –
SOW
271
State of Wyoming
Wyoming
$519K -$281K -5,969 -35%
GC
272
Guggenheim Capital
Illinois
$515K +$46K +977 +10%
AF
273
AGP Franklin
Tennessee
$513K – – –
SQA
274
Simon Quick Advisors
New Jersey
$499K +$499K +10,603 New
JPWM
275
Jamison Private Wealth Management
Georgia
$495K – – –
9 10
11
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