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Bank OZK
OZK

Overview Fund Activity

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

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$145M
2
Mackenzie Financial
2
Mackenzie Financial
Ontario, Canada
$26.7M
3
Millennium Management
3
Millennium Management
New York
$54.1M
4
Goldman Sachs
4
Goldman Sachs
New York
$21.5M
5
SM
5
Senvest Management
New York
$74.4M

Top Sellers

1
WA
1
Wasatch Advisors
Utah
$259M
2
Victory Capital Management
2
Victory Capital Management
Texas
$15.3M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$50.9M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$113M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AAP
376
Arax Advisory Partners
Colorado
$136K +$24.7K +524 +22%
Jones Financial Companies
377
Jones Financial Companies
Missouri
$117K -$4.48K -95 -4%
QL
378
Quarry LP
New York
$116K +$30.5K +648 +36%
S
379
SignatureFD
Georgia
$91.4K -$9.22K -196 -9%
National Bank of Canada
380
National Bank of Canada
Quebec, Canada
$89K -$3.2K -68 -3%
EWA
381
EverSource Wealth Advisors
Alabama
$84.2K +$43.6K +926 +107%
FFA
382
Farther Finance Advisors
California
$72.2K +$66.4K +1,411 +1,138%
AssetMark Inc
383
AssetMark Inc
California
$70.9K +$12.2K +259 +21%
CCM
384
Copeland Capital Management
Pennsylvania
$66.5K -$81.4K -1,728 -55%
TH
385
TCTC Holdings
Texas
$65.9K – – –
Fifth Third Bancorp
386
Fifth Third Bancorp
Ohio
$65.7K +$7.39K +157 +13%
UB
387
UMB Bank
Missouri
$60.5K -$9.13K -194 -13%
BTI
388
Blue Trust Inc
Georgia
$60K -$40.9K -870 -41%
Group One Trading
389
Group One Trading
Illinois
$57.6K -$129K -2,736 -69%
PA
390
Parallel Advisors
California
$52.9K +$21.9K +466 +71%
BNP Paribas Asset Management
391
BNP Paribas Asset Management
France
$52K +$52K +1,105 New
CA
392
Clearstead Advisors
Ohio
$51.2K +$43.2K +919 +547%
GWM
393
Geneos Wealth Management
Colorado
$50.4K -$14.4K -306 -22%
RFA
394
Reyes Financial Architecture
California
$49K -$60K -1,275 -55%
BGAI
395
Bruce G. Allen Investments
Colorado
$48.3K -$424 -9 -0.9%
Nomura Asset Management
396
Nomura Asset Management
Japan
$47.1K – – –
AUB
397
Atlantic Union Bankshares
Virginia
$44.5K +$44.5K +945 New
LWCFA
398
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$43.8K – – –
Toronto Dominion Bank
399
Toronto Dominion Bank
Ontario, Canada
$38K – – –
TPCW
400
TD Private Client Wealth
New York
$37K +$753 +16 +2%
14 15
16
17 18