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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
Jones Financial Companies
376
Jones Financial Companies
Missouri
$112K +$22.6K +477 +23%
PS
377
Principal Securities
Iowa
$112K
GWM
378
Geneos Wealth Management
Colorado
$103K +$23.8K +503 +58%
AAP
379
Arax Advisory Partners
Colorado
$103K +$91.3K +1,931 +435%
RFA
380
Reyes Financial Architecture
California
$101K +$24.8K +524 +29%
VCM
381
Versant Capital Management
Arizona
$97.4K +$67.7K +1,432 +177%
WSFS
382
Wilmington Savings Fund Society
Delaware
$97.2K -$186K -3,935 -64%
BTI
383
Blue Trust Inc
Georgia
$93.2K +$5.68K +120 +6%
S
384
SignatureFD
Georgia
$92.9K
National Bank of Canada
385
National Bank of Canada
Quebec, Canada
$85.1K +$10.5K +223 +13%
QL
386
Quarry LP
New York
$79.3K +$86.3K +1,825 New
UB
387
UMB Bank
Missouri
$64.3K +$66.7K +1,410 +2,014%
TH
388
TCTC Holdings
Texas
$60.8K
PAS
389
Point72 Asia (Singapore)
Singapore
$59K -$135K -2,854 -68%
MA
390
Montag & Associates
Georgia
$54.3K
AssetMark Inc
391
AssetMark Inc
California
$54.2K +$4.73K +100 +9%
Fifth Third Bancorp
392
Fifth Third Bancorp
Ohio
$53.8K +$5.25K +111 +10%
BIG
393
Brooklyn Investment Group
New York
$48K +$48K +1,014 +1,114%
BGAI
394
Bruce G. Allen Investments
Colorado
$45K +$48K +1,014 +4,829%
Nomura Asset Management
395
Nomura Asset Management
Japan
$43.5K
LWCFA
396
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$39K
EWA
397
EverSource Wealth Advisors
Alabama
$37.5K +$22.2K +470 +120%
VSQM
398
V-Square Quantitative Management
Illinois
$37K -$4.59K -97 -10%
Toronto Dominion Bank
399
Toronto Dominion Bank
Ontario, Canada
$35K
MA
400
MCF Advisors
Kentucky
$33.8K

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.