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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 %
Capstone Investment Advisors
326
Capstone Investment Advisors
New York
$290K +$290K +6,162 New
ECM
327
Evergreen Capital Management
Washington
$289K +$42.7K +907 +17%
I
328
InceptionR
California
$286K -$386K -8,202 -57%
FIM
329
Freedom Investment Management
Connecticut
$282K +$282K +5,986 New
CFO
330
Callan Family Office
Pennsylvania
$279K +$2.78K +59 +1%
PAM
331
Panagora Asset Management
Massachusetts
$277K
OC
332
Oppenheimer & Co
New York
$274K -$57.6K -1,224 -17%
IAN
333
Integrated Advisors Network
Texas
$272K -$1.44M -30,666 -84%
GAM
334
Gotham Asset Management
New York
$269K +$4.66K +99 +2%
WA
335
Waverly Advisors
Alabama
$268K -$19.2K -408 -7%
URS
336
Utah Retirement Systems
Utah
$265K -$9.46K -201 -3%
ECM
337
EMC Capital Management
Texas
$261K -$93.1K -1,981 -26%
SWP
338
Sagespring Wealth Partners
Tennessee
$260K +$39.4K +837 +18%
TRCT
339
Tower Research Capital (TRC)
New York
$257K -$58.2K -1,237 -18%
FFM
340
Forum Financial Management
Illinois
$254K
MJP
341
Michael J. Puzo
$254K -$235 -5 -0.1%
QCG
342
Quadrant Capital Group
Ohio
$250K -$60.6K -1,288 -20%
DBIA
343
Dumont & Blake Investment Advisors
New Jersey
$248K
SCP
344
Sivia Capital Partners
California
$245K +$245K +5,205 New
MCM
345
Mendel Capital Management
Arkansas
$244K
EW
346
Evoke Wealth
California
$244K +$6.26K +133 +3%
GI
347
GAMMA Investing
California
$243K -$21.2K -450 -8%
SPC
348
Sigma Planning Corp
Michigan
$242K +$242K +5,142 New
WWA
349
Wealth Watch Advisors
Colorado
$241K +$241K +390 New
AWA
350
Aaron Wealth Advisors
Illinois
$240K +$240K +5,109 New