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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
SC
451
SouthState Corp
Florida
$2.56K +$2.79K +59 New
IA
452
IFP Advisors
Florida
$2.52K +$473 +10 +21%
AWM
453
Activest Wealth Management
Florida
$2.17K +$2.37K +50 New
KIM
454
Kestra Investment Management
Texas
$2.09K -$26K -550 -92%
HIA
455
Harbor Investment Advisory
Maryland
$2.09K
AW
456
Avion Wealth
Texas
$2K
CPG
457
Cornerstone Planning Group
New Jersey
$1.68K
MFT
458
Moisand Fitzgerald Tamayo
Florida
$1.65K
RWML
459
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$1.65K
FHA
460
First Horizon Advisors
Tennessee
$1.56K
SWM
461
Spire Wealth Management
Virginia
$1.3K -$14.7K -310 -91%
PWMG
462
Prestige Wealth Management Group
New Jersey
$1.3K
SIC
463
SJS Investment Consulting
Ohio
$1.26K
SO
464
Sierra Ocean
California
$1.22K
NFSG
465
Newbridge Financial Services Group
Florida
$1.17K
DPW
466
DiNuzzo Private Wealth
Pennsylvania
$1.09K +$95 +2 +9%
GFPC
467
Global Financial Private Client
Florida
$999 +$710 +15 +188%
RA
468
Rise Advisors
New York
$967 -$18.2K -385 -95%
LFG
469
Larson Financial Group
Missouri
$782 +$710 +15 +500%
CFO
470
CVA Family Office
Colorado
$695
HFS
471
Hughes Financial Services
Virginia
$564 +$615 +13 New
SS
472
SBI Securities
Japan
$521 -$9.46K -200 -94%
BWL
473
Bogart Wealth LLC
Virginia
$478 -$946 -20 -65%
CH
474
Cromwell Holdings
Wyoming
$261 +$284 +6 New
BHWM
475
Bay Harbor Wealth Management
Maryland
$217 +$237 +5 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.