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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 %
MA
401
MCF Advisors
Kentucky
$36.6K – – –
BAMF
402
BI Asset Management Fondsmaeglerselskab
Denmark
$35K – – –
BFS
403
Bare Financial Services
Pennsylvania
$34.9K – – –
GM
404
GeoWealth Management
Illinois
$33.7K +$33.7K +716 New
CI
405
CX Institutional
Indiana
$33K – – –
PTC
406
Private Trust Company
Ohio
$32K – – –
BIG
407
Brooklyn Investment Group
New York
$31K -$21K -447 -40%
NA
408
NewEdge Advisors
Louisiana
$29.5K +$235 +5 +0.8%
IRC
409
Investors Research Corp
Georgia
$28.2K – – –
HFS
410
Hantz Financial Services
Michigan
$28K +$10.3K +217 +58%
SAM
411
Smartleaf Asset Management
Massachusetts
$26.6K -$4.39K -93 -14%
PFBT
412
Parkside Financial Bank & Trust
Missouri
$26.4K +$4.52K +96 +21%
SPIA
413
Steward Partners Investment Advisory
New York
$26.2K -$1.18K -25 -4%
TFA
414
Toth Financial Advisory
Virginia
$25.5K +$282 +6 +1%
C
415
Covestor
United Kingdom
$25K +$2.17K +46 +9%
SWA
416
SOA Wealth Advisors
New York
$23.5K +$23.5K +500 New
LI
417
LRI Investments
Florida
$23K – – –
KFI
418
Key Financial Inc
Pennsylvania
$19.3K – – –
NS
419
NBC Securities
Alabama
$18K – – –
TFG
420
Team Financial Group
California
$17.7K +$17.7K +376 New
AF
421
Advisornet Financial
Minnesota
$17.2K – – –
Bessemer Group
422
Bessemer Group
New Jersey
$17K +$8K +169 +89%
FDCP
423
Foster Dykema Cabot & Partners
Massachusetts
$16K – – –
IA
424
IFP Advisors
Florida
$15.1K +$12.4K +263 +453%
CFD
425
Creative Financial Designs
Indiana
$14.2K +$141 +3 +1%
15 16
17
18 19