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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
Two Sigma Investments
26
Two Sigma Investments
New York
$29.1M +$106K +2,249 +0.3%
Newport Trust Company
27
Newport Trust Company
District of Columbia
$28.5M +$196K +4,146 +0.6%
Renaissance Technologies
28
Renaissance Technologies
New York
$28M +$4.79M +101,300 +19%
Citadel Advisors
29
Citadel Advisors
Florida
$27.8M -$17.1M -361,180 -36%
FCM
30
Fairholme Capital Management
Florida
$27.4M -$558K -11,800 -2%
Diamond Hill Capital Management
31
Diamond Hill Capital Management
Ohio
$26.1M -$3.23M -68,210 -10%
ProShare Advisors
32
ProShare Advisors
Maryland
$26.1M -$7.26M -153,426 -20%
Balyasny Asset Management
33
Balyasny Asset Management
Illinois
$25.2M -$7.03M -148,666 -20%
SEI Investments
34
SEI Investments
Pennsylvania
$24.9M +$1.85M +39,042 +7%
Invesco
35
Invesco
Georgia
$24.3M -$693K -14,657 -3%
Bank of America
36
Bank of America
North Carolina
$21.8M +$15.5M +327,747 +187%
WRBC
37
W.R. Berkley Corp
Connecticut
$21.8M
Fuller & Thaler Asset Management
38
Fuller & Thaler Asset Management
California
$21.2M +$73.9K +1,563 +0.3%
LSV Asset Management
39
LSV Asset Management
Illinois
$20.6M -$1.24M -26,194 -5%
Arrowstreet Capital
40
Arrowstreet Capital
Massachusetts
$19.2M -$3.21M -67,933 -13%
ClearBridge Investments
41
ClearBridge Investments
New York
$18.5M -$4.4M -93,066 -18%
Jane Street
42
Jane Street
New York
$17.8M +$4.6M +97,179 +31%
Marshall Wace
43
Marshall Wace
United Kingdom
$17.6M +$18.3M +387,392 +2,265%
LPL Financial
44
LPL Financial
California
$16.8M +$1.2M +25,297 +7%
UBS Group
45
UBS Group
Switzerland
$16.4M +$1.19M +25,159 +7%
UBS AM
46
UBS AM
Illinois
$15.2M +$1.26M +26,676 +8%
QCM
47
Quantinno Capital Management
New York
$15.1M +$8.39M +177,462 +105%
Raymond James Financial
48
Raymond James Financial
Florida
$14.9M +$1.27M +26,946 +9%
Amundi
49
Amundi
France
$14.3M +$10M +211,575 +135%
N
50
Nuveen
North Carolina
$14.2M -$8.35M -176,623 -35%

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.