OZK icon

Bank OZK

477 hedge funds and large institutions have $4.57B invested in Bank OZK in 2025 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 189 increasing their positions, 150 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

2% less capital invested

Capital invested by funds: $4.67B → $4.57B (-$104M)

13% less call options, than puts

Call options by funds: $63.2M | Put options by funds: $72.8M

Holders
477
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$63.2M
Puts
$72.8M
Net Calls
Net Calls Change

Top Buyers

1 +$27.5M
2 +$24.8M
3 +$16.8M
4
Bank of America
Bank of America
North Carolina
+$14.2M
5
EARNEST Partners
EARNEST Partners
Georgia
+$12.7M

Top Sellers

1 -$39.1M
2 -$34.2M
3 -$15.7M
4
Morgan Stanley
Morgan Stanley
New York
-$14.9M
5
BlackRock
BlackRock
New York
-$13M
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
451
Kestra Investment Management
Texas
$2.09K
HIA
452
Harbor Investment Advisory
Maryland
$2.09K
AW
453
Avion Wealth
Texas
$2K
CPG
454
Cornerstone Planning Group
New Jersey
$1.68K
MFT
455
Moisand Fitzgerald Tamayo
Florida
$1.65K
FHA
456
First Horizon Advisors
Tennessee
$1.56K
SWM
457
Spire Wealth Management
Virginia
$1.3K
PWMG
458
Prestige Wealth Management Group
New Jersey
$1.3K
SIC
459
SJS Investment Consulting
Ohio
$1.26K
SO
460
Sierra Ocean
California
$1.22K
NFSG
461
Newbridge Financial Services Group
Florida
$1.17K
DPW
462
DiNuzzo Private Wealth
Pennsylvania
$1.09K
GFPC
463
Global Financial Private Client
Florida
$999
RA
464
Rise Advisors
New York
$967
LFG
465
Larson Financial Group
Missouri
$782
CFO
466
CVA Family Office
Colorado
$695
HFS
467
Hughes Financial Services
Virginia
$564
SS
468
SBI Securities
Japan
$521
BWL
469
Bogart Wealth LLC
Virginia
$478
CH
470
Cromwell Holdings
Wyoming
$261
BHWM
471
Bay Harbor Wealth Management
Maryland
$217
RS
472
Rakuten Securities
Japan
$217
PWM
473
Parkworth Wealth Management
California
$174
HIA
474
HFM Investment Advisors
New Jersey
$131
PA
475
PSI Advisors
Florida
$130