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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
CBT
426
Crews Bank & Trust
Florida
$13K
CFD
427
Creative Financial Designs
Indiana
$13K +$142 +3 +1%
CA
428
CoreCap Advisors
Michigan
$12.2K +$237 +5 +2%
CWP
429
Clark Wealth Partners
Illinois
$11.2K +$95 +2 +0.8%
WA
430
WPG Advisers
Maryland
$11K -$6.62K -140 -36%
HWM
431
Hemington Wealth Management
Virginia
$11K +$1.32K +28 +12%
BI
432
Binnacle Investments
Iowa
$8.82K +$9.6K +203 New
CT
433
Clearstead Trust
Maine
$8.47K +$9.22K +195 New
DAM
434
Delta Asset Management
Tennessee
$8.08K
Bessemer Group
435
Bessemer Group
New Jersey
$8K -$3.41K -72 -27%
WA
436
Whipplewood Advisors
Colorado
$7.52K +$86.1K +1,820 +1,052%
CA
437
Clearstead Advisors
Ohio
$7.3K +$95 +2 +1%
PWMG
438
Private Wealth Management Group
New Jersey
$6.91K -$1.61K -34 -18%
HNB
439
Huntington National Bank
Ohio
$5.91K
TWC
440
TD Waterhouse Canada
Ontario, Canada
$5.88K
MPWT
441
MassMutual Private Wealth & Trust
Connecticut
$5.78K -$1.8K -38 -22%
FFA
442
Farther Finance Advisors
California
$5.38K -$899 -19 -13%
SSB
443
Sandy Spring Bank
Maryland
$5.21K
JWA
444
JFS Wealth Advisors
Pennsylvania
$4.78K +$142 +3 +3%
AF
445
Allworth Financial
California
$4.56K
SW
446
SVB Wealth
Massachusetts
$4.21K +$4.59K +97 New
BIA
447
Bell Investment Advisors
California
$4.13K -$47 -1 -1%
HI
448
Horizon Investments
North Carolina
$3.65K -$142 -3 -3%
FMII
449
Farmers & Merchants Investments Inc
Nebraska
$3.43K +$1.7K +36 +84%
CT
450
Colonial Trust
South Carolina
$2.8K -$15.6K -329 -84%

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.