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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 %
DADC
351
D.A. Davidson & Co
Montana
$238K -$12.6K -268 -5%
BAAM
352
Baker Avenue Asset Management
California
$236K +$236K +5,010 New
VWM
353
Venturi Wealth Management
Texas
$236K -$23.6K -501 -9%
BWM
354
BlackDiamond Wealth Management
New York
$235K -$2.74K -56 -1%
PCMC
355
Paragon Capital Management (Colorado)
Colorado
$234K +$2.64K +56 +1%
MSRPS
356
Maryland State Retirement & Pension System
Maryland
$234K
CAM
357
Cresset Asset Management
Illinois
$233K +$233K +4,945 New
VA
358
Vident Advisory
Georgia
$233K -$141K -2,986 -38%
CC
359
Corton Capital
Ontario, Canada
$227K +$227K +4,826 New
US Bancorp
360
US Bancorp
Minnesota
$225K -$21.8K -463 -9%
FWP
361
Forefront Wealth Partners
Texas
$225K -$802 -18 -0.4%
ACIM
362
Azimuth Capital Investment Management
Michigan
$221K +$221K +4,700 New
PA
363
Profund Advisors
Maryland
$217K -$18.1K -384 -8%
KAS
364
Kestra Advisory Services
Texas
$215K +$215K +4,568 New
SFC
365
SYM Financial Corp
Indiana
$215K +$215K +4,567 New
WPC
366
Wedmont Private Capital
Pennsylvania
$214K -$58K -1,123 -21%
HWA
367
HHM Wealth Advisors
Tennessee
$213K
WC
368
Waterloo Capital
Texas
$206K -$19K -404 -8%
FHA
369
First Horizon Advisors
Tennessee
$195K +$194K +4,115 +11,431%
PAS
370
Point72 Asia (Singapore)
Singapore
$191K +$127K +2,702 +199%
Walleye Capital
371
Walleye Capital
New York
$179K +$55.2K +1,172 +45%
CFB
372
Cullen/Frost Bankers
Texas
$160K
KBC Group
373
KBC Group
Belgium
$155K -$74.5K -1,586 -32%
PS
374
Principal Securities
Iowa
$155K +$36.8K +782 +31%
GC
375
Globeflex Capital
California
$142K