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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
SFS
301
Sowell Financial Services
Arkansas
$357K +$388K +8,207 New
AA
302
ALPS Advisors
Colorado
$353K -$19K -401 -5%
MCA
303
Millennium Capital Advisors
Arkansas
$353K +$568 +12 +0.1%
ANBT
304
American National Bank & Trust
Texas
$352K +$342K +7,239 +830%
BEI
305
Benjamin Edwards Inc
Missouri
$347K +$34K +718 +10%
SAM
306
Securian Asset Management
Minnesota
$347K
VA
307
Vident Advisory
Georgia
$344K +$375K +7,928 New
AI
308
Atria Investments
North Carolina
$344K +$374K +7,908 New
DO
309
denkapparat Operations
Germany
$339K +$147K +3,102 +66%
VI
310
Vestcor Inc
New Brunswick, Canada
$336K
GCP
311
Garda Capital Partners
Minnesota
$335K +$365K +7,720 New
AFAS
312
Acorn Financial Advisory Services
Virginia
$334K -$77.8K -1,645 -18%
MAM
313
MMA Asset Management
Pennsylvania
$334K
ECM
314
EMC Capital Management
Texas
$327K
ACM
315
Advisors Capital Management
New Jersey
$319K +$347K +7,340 New
CIA
316
Concurrent Investment Advisors
Florida
$307K +$334K +7,057 New
OC
317
Oppenheimer & Co
New York
$306K -$175K -3,700 -34%
SCM
318
Stevens Capital Management
Pennsylvania
$304K -$917K -19,387 -73%
USAA
319
United Services Automobile Association
Texas
$296K +$321K +6,780 New
LIM
320
Lathrop Investment Management
Arkansas
$296K
PHK
321
Point72 Hong Kong
Hong Kong
$292K +$318K +6,720 New
CJ
322
Caitlin John
Michigan
$291K -$85.3K -1,804 -21%
TRCT
323
Tower Research Capital (TRC)
New York
$291K -$308K -6,506 -49%
PNC Financial Services Group
324
PNC Financial Services Group
Pennsylvania
$287K +$37K +782 +13%
QCG
325
Quadrant Capital Group
Ohio
$287K +$225K +4,753 +257%

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.