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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
TPCW
401
TD Private Client Wealth
New York
$33.5K
BFS
402
Bare Financial Services
Pennsylvania
$32.2K +$615 +13 +2%
BAMF
403
BI Asset Management Fondsmaeglerselskab
Denmark
$32K +$35.2K +744 New
SSG
404
Summit Securities Group
New York
$31.9K +$34.8K +735 New
QC
405
Quent Capital
New York
$30.5K -$1.28K -27 -4%
CI
406
CX Institutional
Indiana
$30K +$33.1K +700 New
PTC
407
Private Trust Company
Ohio
$29.6K +$4.21K +89 +15%
CIBC Private Wealth Group
408
CIBC Private Wealth Group
Georgia
$28.9K +$22.9K +484 +170%
SAM
409
Smartleaf Asset Management
Massachusetts
$28.8K -$4.87K -103 -14%
PA
410
Parallel Advisors
California
$28.6K +$1.75K +37 +6%
Credit Agricole
411
Credit Agricole
France
$28.2K -$4.4K -93 -13%
TWD
412
True Wealth Design
Ohio
$27.7K +$1.32K +28 +5%
NA
413
NewEdge Advisors
Louisiana
$27K -$1.28K -27 -4%
IRC
414
Investors Research Corp
Georgia
$26.1K
SPIA
415
Steward Partners Investment Advisory
New York
$25.2K
TFA
416
Toth Financial Advisory
Virginia
$23.3K +$189 +4 +0.8%
LI
417
LRI Investments
Florida
$21.2K
C
418
Covestor
United Kingdom
$21K +$1.94K +41 +9%
PFBT
419
Parkside Financial Bank & Trust
Missouri
$20.2K +$4.3K +91 +24%
LC
420
Lindbrook Capital
California
$19.7K
KFI
421
Key Financial Inc
Pennsylvania
$17.8K
NS
422
NBC Securities
Alabama
$17K +$18.9K +400 New
HFS
423
Hantz Financial Services
Michigan
$16K +$237 +5 +1%
AF
424
Advisornet Financial
Minnesota
$15.9K
FDCP
425
Foster Dykema Cabot & Partners
Massachusetts
$14.8K +$16.1K +341 New

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.