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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 %
MFT
451
Moisand Fitzgerald Tamayo
Florida
$1.79K – – –
JWA
452
JFS Wealth Advisors
Pennsylvania
$1.6K -$3.58K -76 -69%
PWMG
453
Prestige Wealth Management Group
New Jersey
$1.41K – – –
NFSG
454
Newbridge Financial Services Group
Florida
$1.27K – – –
DPW
455
DiNuzzo Private Wealth
Pennsylvania
$1.18K – – –
RA
456
Rise Advisors
New York
$1.14K +$95 +2 +9%
AW
457
Avion Wealth
Texas
$1K -$256 -10 -20%
SIC
458
SJS Investment Consulting
Ohio
$801 -$565 -12 -41%
SC
459
SouthState Corp
Florida
$706 -$2.07K -44 -75%
CH
460
Cromwell Holdings
Wyoming
$706 +$424 +9 +150%
SS
461
SBI Securities
Japan
$565 – – –
HIA
462
HFM Investment Advisors
New Jersey
$471 +$330 +7 +233%
RWM
463
Rialto Wealth Management
New York
$377 +$377 +8 New
BHWM
464
Bay Harbor Wealth Management
Maryland
$235 – – –
MCM
465
MV Capital Management
Maryland
$142 +$95 +2 +200%
PWM
466
Parkworth Wealth Management
California
$141 -$47 -1 -25%
RWS
467
Retirement Wealth Solutions
Wisconsin
$51 – – –
SC
468
Stephens Consulting
Michigan
$48 +$48 +1 New
Lord, Abbett & Co
469
Lord, Abbett & Co
New Jersey
– -$11.3M -260,000 Closed
Qube Research & Technologies (QRT)
470
Qube Research & Technologies (QRT)
United Kingdom
– -$10.1M -233,218 Closed
GL
471
Governors Lane
New York
– -$5.44M -125,195 Closed
CF
472
Corebridge Financial
Texas
– -$5.06M -116,540 Closed
APF
473
Alaska Permanent Fund
Alaska
– -$2.6M -61,123 Closed
ECM
474
Element Capital Management
New York
– -$2.61M -60,072 Closed
WG
475
Watchman Group
Texas
– -$2.6M -59,833 Closed
17 18
19
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