Bank OZK
507 hedge funds and large institutions have $4.82B invested in Bank OZK in 2025 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 178 increasing their positions, 193 reducing their positions, and 73 closing their positions.
0.3% less ownership
Funds ownership: 92.62% → 92.32% (-0.3%)
5% less first-time investments, than exits
New positions opened: 69 | Existing positions closed: 73
8% less repeat investments, than reductions
Existing positions increased: 178 | Existing positions reduced: 193
3% less funds holding
Funds holding: 524 → 507 (-17)
10% less capital invested
Capital invested by funds: $5.36B → $4.82B (-$536M)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
24% less call options, than puts
Call options by funds: $67.3M | Put options by funds: $88.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$75.9M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$42.8M |
| 3 |
State Street
Boston,
Massachusetts
|
+$25.6M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
+$23.9M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$14.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$43.8M |
| 2 |
WRBC
W.R. Berkley Corp
Greenwich,
Connecticut
|
-$35.8M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$26.7M |
| 4 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$23M |
| 5 |
D.E. Shaw & Co
New York
|
-$22.7M |
OZK Hedge Fund Activity: Q4 2025 in Review
507 of the 8,224 institutional investors tracked by Wall St. Rank reported a position in Bank OZK (OZK) for Q4 2025, worth a combined $4.82B — down 10% from $5.36B a quarter earlier.
Sellers outnumbered buyers: 73 funds closed out of OZK and 69 opened new positions — a net loss of 4 holders — while 193 trimmed existing stakes and 178 added.
The largest buyer was 1832 Asset Management, adding an estimated $75.9M. The largest seller was Wellington Management Group, cutting an estimated $43.8M.
- 507 institutional investors held Bank OZK (OZK) as of Q4 2025, down from 524 in Q3 2025.
- Funds reported $4.82B of Bank OZK stock for Q4 2025, down 10% quarter-over-quarter.
- 69 funds opened new Bank OZK positions in Q4 2025 and 73 closed out, a net change of -4 holders.
- The largest Bank OZK buyer in Q4 2025 was 1832 Asset Management, an estimated $75.9M added.
- The largest Bank OZK seller in Q4 2025 was Wellington Management Group, an estimated $43.8M sold.
Based on aggregated 13F filings for Q4 2025.