Bank OZK
472 hedge funds and large institutions have $5B invested in Bank OZK in 2025 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 192 increasing their positions, 167 reducing their positions, and 53 closing their positions.
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
15% more repeat investments, than reductions
Existing positions increased: 192 | Existing positions reduced: 167
8% more capital invested
Capital invested by funds: $4.62B → $5B (+$379M)
1.2% more ownership
Funds ownership: 92.48% → 93.68% (+1.2%)
6% more call options, than puts
Call options by funds: $63.9M | Put options by funds: $60.5M
8% less first-time investments, than exits
New positions opened: 49 | Existing positions closed: 53
2% less funds holding
Funds holding: 480 → 472 (-8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$38.2M |
| 2 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$21.9M |
| 3 |
Millennium Management
New York
|
+$17.8M |
| 4 |
Goldman Sachs
New York
|
+$14.1M |
| 5 |
SM
Senvest Management
New York
|
+$13.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$75M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$44.3M |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$31.8M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$17.5M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$11.3M |
OZK Hedge Fund Activity: Q2 2025 in Review
472 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Bank OZK (OZK) for Q2 2025, worth a combined $5B — up 8.2% from $4.62B a quarter earlier.
Sellers outnumbered buyers: 53 funds closed out of OZK and 49 opened new positions — a net loss of 4 holders — while 167 trimmed existing stakes and 192 added.
The largest buyer was Wellington Management Group, adding an estimated $38.2M. The largest seller was Wasatch Advisors, cutting an estimated $75M.
- 472 institutional investors held Bank OZK (OZK) as of Q2 2025, down from 480 in Q1 2025.
- Funds reported $5B of Bank OZK stock for Q2 2025, up 8.2% quarter-over-quarter.
- 49 funds opened new Bank OZK positions in Q2 2025 and 53 closed out, a net change of -4 holders.
- The largest Bank OZK buyer in Q2 2025 was Wellington Management Group, an estimated $38.2M added.
- The largest Bank OZK seller in Q2 2025 was Wasatch Advisors, an estimated $75M sold.
Based on aggregated 13F filings for Q2 2025.