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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 %
MSF
276
Mustard Seed Financial
Arkansas
$495K +$2.07K +44 +0.4%
FRM
277
Fox Run Management
Connecticut
$492K -$183K -3,882 -27%
OSAM
278
O'Shaughnessy Asset Management
Connecticut
$490K -$53.3K -1,133 -10%
Northwestern Mutual Wealth Management
279
Northwestern Mutual Wealth Management
Wisconsin
$481K +$8.57K +182 +2%
CL
280
Choreo LLC
Illinois
$481K +$248K +5,270 +107%
Universal-Beteiligungs- und Servicegesellschaft
281
Universal-Beteiligungs- und Servicegesellschaft
Germany
$474K +$69K +1,466 +17%
AIM
282
Aigen Investment Management
New York
$471K +$471K +10,013 New
Commonwealth Equity Services
283
Commonwealth Equity Services
Massachusetts
$467K +$3.1K +66 +0.7%
Federated Hermes
284
Federated Hermes
Pennsylvania
$464K -$5.98K -127 -1%
Public Employees Retirement Association of Colorado
285
Public Employees Retirement Association of Colorado
Colorado
$463K – – –
Fidelity Investments
286
Fidelity Investments
Massachusetts
$449K -$385K -8,185 -46%
DS
287
DRW Securities
Illinois
$440K +$440K +9,346 New
1832 Asset Management
288
1832 Asset Management
Ontario, Canada
$430K -$191K -4,056 -31%
BEI
289
Benjamin Edwards Inc
Missouri
$428K +$52.7K +1,119 +14%
PAS
290
Park Avenue Securities
New York
$422K +$422K +8,959 New
TC
291
TwinBeech Capital
New York
$422K -$2.64M -56,113 -86%
FMWA
292
Forvis Mazars Wealth Advisors
Missouri
$412K – – –
EWA
293
EP Wealth Advisors
California
$401K -$26.7K -567 -6%
CPIG
294
Chicago Partners Investment Group
Illinois
$400K +$139K +2,642 +53%
RFC
295
Regions Financial Corp
Alabama
$391K – – –
SAM
296
Shell Asset Management
Netherlands
$388K -$66.7K -1,416 -15%
Mercer Global Advisors
297
Mercer Global Advisors
Colorado
$387K -$33.2K -705 -8%
AA
298
ALPS Advisors
Colorado
$387K +$4.66K +99 +1%
SCM
299
Semanteon Capital Management
Massachusetts
$382K +$382K +8,110 New
ANBT
300
American National Bank & Trust
Texas
$380K -$2.07K -44 -0.5%
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