We are live on ! Find out more
OZK icon

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
LCGC
326
Legacy Capital Group California
California
$274K -$1.89K -40 -0.6%
CGH
327
Crossmark Global Holdings
Texas
$274K +$4.16K +88 +1%
WA
328
Waverly Advisors
Alabama
$265K -$307K -6,481 -52%
DC
329
Diametric Capital
Massachusetts
$256K +$279K +5,901 New
CCIA
330
Campbell & Co Investment Adviser
Maryland
$256K -$219K -4,637 -44%
PAM
331
Panagora Asset Management
Massachusetts
$256K
CFO
332
Callan Family Office
Pennsylvania
$255K
URS
333
Utah Retirement Systems
Utah
$254K
KCP
334
Kera Capital Partners
California
$252K +$275K +5,805 New
PAG
335
Private Advisor Group
New Jersey
$251K +$273K +5,780 New
SM
336
Sciencast Management
New Jersey
$248K +$270K +5,700 New
GAM
337
Gotham Asset Management
New York
$244K -$10.2K -215 -4%
CWM
338
Cornerstone Wealth Management
Missouri
$244K +$28.1K +595 +12%
GI
339
GAMMA Investing
California
$244K +$40.2K +850 +18%
VWM
340
Venturi Wealth Management
Texas
$239K +$157K +3,325 +152%
AIP
341
Arrowpoint Investment Partners
Singapore
$236K +$97.5K +2,061 +61%
FFM
342
Forum Financial Management
Illinois
$234K -$237 -5 -0.1%
MJP
343
Michael J. Puzo
$234K -$35.5K -750 -12%
DADC
344
D.A. Davidson & Co
Montana
$232K +$252K +5,330 New
HCP
345
Hexagon Capital Partners
Arkansas
$231K +$1.66K +35 +0.7%
DBIA
346
Dumont & Blake Investment Advisors
New Jersey
$229K -$18.4K -389 -7%
US Bancorp
347
US Bancorp
Minnesota
$228K -$19.6K -415 -7%
ECM
348
Evergreen Capital Management
Washington
$227K +$14.7K +310 +6%
MCM
349
Mendel Capital Management
Arkansas
$225K +$189 +4 +0.1%
FWP
350
Forefront Wealth Partners
Texas
$220K +$851 +18 +0.4%

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.