Bank OZK
524 hedge funds and large institutions have $5.36B invested in Bank OZK in 2025 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 207 increasing their positions, 163 reducing their positions, and 26 closing their positions.
215% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 26
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
27% more repeat investments, than reductions
Existing positions increased: 207 | Existing positions reduced: 163
11% more funds holding
Funds holding: 472 → 524 (+52)
7% more capital invested
Capital invested by funds: $5B → $5.36B (+$353M)
1.06% less ownership
Funds ownership: 93.68% → 92.62% (-1.1%)
33% less call options, than puts
Call options by funds: $52M | Put options by funds: $78.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$98.3M |
| 2 |
Morgan Stanley
New York
|
+$31.7M |
| 3 |
QCM
Quantinno Capital Management
New York
|
+$19.9M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$13M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$12.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SM
Senvest Management
New York
|
-$74.4M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$45.6M |
| 3 |
State Street
Boston,
Massachusetts
|
-$23.9M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$21.8M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$17.4M |
OZK Hedge Fund Activity: Q3 2025 in Review
524 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Bank OZK (OZK) for Q3 2025, worth a combined $5.36B — up 7.1% from $5B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new OZK positions and 26 closed out — a net gain of 56 holders — while 207 added to existing stakes and 163 trimmed.
The largest buyer was Wasatch Advisors, adding an estimated $98.3M. The largest seller was Senvest Management, exiting entirely with an estimated $74.4M sold.
- 524 institutional investors held Bank OZK (OZK) as of Q3 2025, up from 472 in Q2 2025.
- Funds reported $5.36B of Bank OZK stock for Q3 2025, up 7.1% quarter-over-quarter.
- 82 funds opened new Bank OZK positions in Q3 2025 and 26 closed out, a net change of +56 holders.
- The largest Bank OZK buyer in Q3 2025 was Wasatch Advisors, an estimated $98.3M added.
- The largest Bank OZK seller in Q3 2025 was Senvest Management, an estimated $74.4M sold.
Based on aggregated 13F filings for Q3 2025.