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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
CPC
276
Cookson Peirce & Co
Pennsylvania
$496K +$539K +11,405 New
AMBIA
277
Allen Mooney & Barnes Investment Advisors
Georgia
$482K
IFU
278
iSAM Funds (UK)
United Kingdom
$467K +$508K +10,742 New
JPWM
279
Jamison Private Wealth Management
Georgia
$457K
MSF
280
Mustard Seed Financial
Arkansas
$455K +$189 +4 +0%
Wolverine Trading
281
Wolverine Trading
Illinois
$448K +$67.3K +1,423 +16%
OTPPB
282
Ontario Teachers' Pension Plan Board
Ontario, Canada
$446K -$46.4K -980 -9%
Los Angeles Capital Management
283
Los Angeles Capital Management
California
$439K +$477K +10,093 New
Northwestern Mutual Wealth Management
284
Northwestern Mutual Wealth Management
Wisconsin
$437K -$3.41K -72 -0.7%
Federated Hermes
285
Federated Hermes
Pennsylvania
$434K -$44.3K -937 -9%
GC
286
Guggenheim Capital
Illinois
$433K +$177K +3,732 +60%
AFG
287
Arkansas Financial Group
Arkansas
$429K
Commonwealth Equity Services
288
Commonwealth Equity Services
Massachusetts
$429K +$13.6K +287 +3%
AF
289
AGP Franklin
Tennessee
$428K
Public Employees Retirement Association of Colorado
290
Public Employees Retirement Association of Colorado
Colorado
$428K
SAM
291
Shell Asset Management
Netherlands
$419K -$28K -592 -6%
PEAK6
292
PEAK6
Illinois
$418K +$455K +9,616 New
RWA
293
Redmont Wealth Advisors
Illinois
$415K -$140K -2,952 -24%
MFG
294
Merit Financial Group
Georgia
$401K +$110K +2,329 +34%
LAM
295
LECAP Asset Management
United Kingdom
$397K +$432K +9,143 New
EWA
296
EP Wealth Advisors
California
$395K -$3.36K -71 -0.8%
Mercer Global Advisors
297
Mercer Global Advisors
Colorado
$388K +$61.1K +1,292 +17%
FMWA
298
Forvis Mazars Wealth Advisors
Missouri
$380K +$13.3K +281 +3%
Universal-Beteiligungs- und Servicegesellschaft
299
Universal-Beteiligungs- und Servicegesellschaft
Germany
$374K +$407K +8,606 New
RFC
300
Regions Financial Corp
Alabama
$361K

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.