OZK icon

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 %
WA
426
WPG Advisers
Maryland
$14K +$2.02K +43 +17%
HWM
427
Hemington Wealth Management
Virginia
$13K +$1.45K +32 +13%
MPW
428
MASECO Private Wealth
$12.9K +$12.9K +274 New
CA
429
CoreCap Advisors
Michigan
$12.7K -$518 -11 -4%
AF
430
Allworth Financial
California
$12K +$7.01K +149 +139%
TWD
431
True Wealth Design
Ohio
$10.8K -$19.2K -407 -64%
CIBC Private Wealth Group
432
CIBC Private Wealth Group
Georgia
$10.8K -$25.4K -539 -70%
BI
433
Binnacle Investments
Iowa
$9.55K – – –
DAM
434
Delta Asset Management
Tennessee
$8.75K – – –
WA
435
Whipplewood Advisors
Colorado
$8.14K -$85.6K -1,820 -91%
MPWT
436
MassMutual Private Wealth & Trust
Connecticut
$7.67K +$1.41K +30 +23%
PWMG
437
Private Wealth Management Group
New Jersey
$7.48K – – –
HNB
438
Huntington National Bank
Ohio
$6.26K -$141 -3 -2%
BIA
439
Bell Investment Advisors
California
$5.88K +$1.41K +30 +32%
GRP
440
Global Retirement Partners
California
$5.6K +$5.6K +119 New
FMII
441
Farmers & Merchants Investments Inc
Nebraska
$4.14K +$424 +9 +11%
TWC
442
TD Waterhouse Canada
Ontario, Canada
$3.47K -$3.18K -65 -48%
SWP
443
Strategic Wealth Partners
Ohio
$3.29K +$3.29K +70 New
CT
444
Colonial Trust
South Carolina
$3.03K – – –
LFG
445
Larson Financial Group
Missouri
$2.59K +$1.74K +37 +206%
FFO
446
Fortitude Family Office
Arizona
$2.4K +$2.4K +51 New
HIA
447
Harbor Investment Advisory
Maryland
$2.26K – – –
KIM
448
Kestra Investment Management
Texas
$2.09K – – –
CPG
449
Cornerstone Planning Group
New Jersey
$1.95K – – –
TPWA
450
Twin Peaks Wealth Advisors
California
$1.93K +$1.93K +39 New
16 17
18
19 20