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Bank OZK

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
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
301
Securian Asset Management
Minnesota
$375K
AAS
302
Avantax Advisory Services
Texas
$371K +$371K +7,881 New
PAG
303
Private Advisor Group
New Jersey
$364K +$92.4K +1,963 +34%
VI
304
Vestcor Inc
New Brunswick, Canada
$364K
RS
305
R Squared
Hong Kong
$362K +$131K +2,785 +57%
AFAS
306
Acorn Financial Advisory Services
Virginia
$357K -$4.52K -96 -1%
MAM
307
MMA Asset Management
Pennsylvania
$355K -$6.4K -136 -2%
SC
308
Syon Capital
California
$352K +$352K +7,485 New
CIA
309
Concurrent Investment Advisors
Florida
$349K +$17.2K +365 +5%
ACM
310
Advisors Capital Management
New Jersey
$345K
HighTower Advisors
311
HighTower Advisors
Illinois
$342K -$213K -4,525 -38%
IC
312
Inscription Capital
Texas
$341K +$341K +7,251 New
KCP
313
Kera Capital Partners
California
$331K +$57.6K +1,224 +21%
FDP
314
Financiere des Professionnels
Quebec, Canada
$319K +$319K +6,780 New
CJ
315
Caitlin John
Michigan
$318K +$2.68K +57 +0.8%
XT
316
XTX Topco
Cayman Islands
$315K -$645K -13,710 -67%
LIM
317
Lathrop Investment Management
Arkansas
$313K -$7.95K -169 -2%
SCM
318
Stevens Capital Management
Pennsylvania
$312K -$17.9K -380 -5%
PNC Financial Services Group
319
PNC Financial Services Group
Pennsylvania
$311K -$235 -5 -0.1%
WorldQuant Millennium Advisors
320
WorldQuant Millennium Advisors
New York
$307K +$307K +6,524 New
CGH
321
Crossmark Global Holdings
Texas
$304K +$7.62K +162 +3%
P
322
&Partners
Tennessee
$301K +$70.3K +1,494 +31%
CWM
323
Cornerstone Wealth Management
Missouri
$300K +$35.4K +752 +13%
LCGC
324
Legacy Capital Group California
California
$295K -$1.84K -39 -0.6%
VCM
325
Versant Capital Management
Arizona
$293K +$187K +3,978 +177%