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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
Truist Financial
251
Truist Financial
North Carolina
$669K +$72.7K +1,537 +11%
Simplex Trading
252
Simplex Trading
Illinois
$664K +$724K +15,298 New
NGA
253
Naples Global Advisors
Florida
$649K -$18.7K -396 -3%
UA
254
Unison Advisors
District of Columbia
$644K +$5.63K +119 +0.8%
IA
255
Inspire Advisors
Idaho
$636K +$692K +14,640 New
DekaBank Deutsche Girozentrale
256
DekaBank Deutsche Girozentrale
Germany
$634K
FRM
257
Fox Run Management
Connecticut
$623K +$679K +14,346 New
I
258
InceptionR
California
$621K +$676K +14,284 New
PI
259
PineBridge Investments
New York
$609K -$1.08M -22,731 -62%
HWAM
260
Hennion & Walsh Asset Management
New Jersey
$585K +$114K +2,410 +22%
DTL
261
Dynamic Technology Lab
Singapore
$583K +$635K +13,425 New
VOYA Investment Management
262
VOYA Investment Management
Georgia
$577K +$17.7K +374 +3%
1832 Asset Management
263
1832 Asset Management
Ontario, Canada
$573K -$155K -3,270 -20%
FFP
264
FourThought Financial Partners
Florida
$571K +$22.1K +467 +4%
SCM
265
Sterling Capital Management
North Carolina
$544K -$45.6K -964 -7%
GJWM
266
Gilliland Jeter Wealth Management
Arkansas
$544K +$1.84K +39 +0.3%
CL
267
CSS LLC
Illinois
$537K +$279K +5,894 +91%
SOADOR
268
State of Alaska Department of Revenue
Alaska
$536K +$15.6K +330 +3%
M&T Bank
269
M&T Bank
New York
$523K -$29K -614 -5%
GIM
270
Groesbeck Investment Management
New Jersey
$514K -$62.5K -1,321 -10%
DIP
271
Davis Investment Partners
North Carolina
$514K
KOC
272
Koss-Olinger Consulting
Florida
$513K +$558K +11,800 New
HighTower Advisors
273
HighTower Advisors
Illinois
$513K +$54.4K +1,151 +11%
OSAM
274
O'Shaughnessy Asset Management
Connecticut
$502K +$17.2K +363 +3%
GS
275
GTS Securities
New York
$501K +$184K +3,895 +51%

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.