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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
EW
351
Evoke Wealth
California
$219K +$238K +5,042 New
P
352
&Partners
Tennessee
$218K -$85.6K -1,810 -27%
PA
353
Profund Advisors
Maryland
$217K -$231K -4,874 -49%
CPIG
354
Chicago Partners Investment Group
Illinois
$217K +$235K +4,960 New
BWM
355
BlackDiamond Wealth Management
New York
$217K -$222K -4,692 -49%
MSRPS
356
Maryland State Retirement & Pension System
Maryland
$216K -$52.2K -1,104 -18%
CL
357
Choreo LLC
Illinois
$215K -$60.4K -1,276 -21%
IPW
358
Impact Partnership Wealth
Georgia
$214K -$75.6K -1,599 -24%
PCMC
359
Paragon Capital Management (Colorado)
Colorado
$214K +$1.84K +39 +0.8%
RS
360
R Squared
Hong Kong
$213K +$74.3K +1,571 +47%
KBC Group
361
KBC Group
Belgium
$212K +$7.43K +157 +3%
WC
362
Waterloo Capital
Texas
$208K +$1.04K +22 +0.5%
SWP
363
Sagespring Wealth Partners
Tennessee
$204K -$17.6K -373 -7%
WPC
364
Wedmont Private Capital
Pennsylvania
$200K +$19.6K +414 +9%
HWA
365
HHM Wealth Advisors
Tennessee
$196K
Group One Trading
366
Group One Trading
Illinois
$172K +$187K +3,960 New
CIAM
367
Caitong International Asset Management
Hong Kong
$154K +$122K +2,583 +266%
MG
368
Mather Group
Illinois
$152K
CFB
369
Cullen/Frost Bankers
Texas
$147K
RI
370
Ridgewood Investments
New Jersey
$147K +$160K +3,375 New
ACA
371
Atlas Capital Advisors
Wyoming
$140K +$153K +3,227 New
CCM
372
Copeland Capital Management
Pennsylvania
$136K -$60.9K -1,287 -29%
GC
373
Globeflex Capital
California
$132K +$143K +3,027 New
SDIC
374
South Dakota Investment Council
South Dakota
$128K
Walleye Capital
375
Walleye Capital
New York
$114K +$124K +2,628 New

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.