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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
RS
476
Rakuten Securities
Japan
$217 +$237 +5 New
PWM
477
Parkworth Wealth Management
California
$174 -$7.14K -151 -97%
HIA
478
HFM Investment Advisors
New Jersey
$131 +$142 +3 New
PA
479
PSI Advisors
Florida
$130
RWS
480
Retirement Wealth Solutions
Wisconsin
$47
MCM
481
MV Capital Management
Maryland
$44 +$47 +1 New
BMCM
482
Black Maple Capital Management
Wisconsin
-$6.43M -144,396 Closed
JF
483
Jump Financial
Illinois
-$5.75M -129,231 Closed
Capital Fund Management (CFM)
484
Capital Fund Management (CFM)
France
-$5.58M -117,905 Closed
Holocene Advisors
485
Holocene Advisors
New York
-$2.35M -52,865 Closed
SC
486
Savant Capital
Illinois
-$2.08M -46,784 Closed
Parallax Volatility Advisers
487
Parallax Volatility Advisers
California
-$2.06M -46,359 Closed
SA
488
Sanctuary Advisors
Indiana
-$1.31M -25,741 Closed
Axa
489
Axa
France
-$902K -20,264 Closed
JFG
490
Jefferies Financial Group
New York
-$853K -19,163 Closed
NICM
491
Neo Ivy Capital Management
New York
-$799K -17,946 Closed
Walleye Trading
492
Walleye Trading
New York
-$800K -16,913 Closed
TSS
493
Two Sigma Securities
New York
-$721K -16,190 Closed
Pacer Advisors
494
Pacer Advisors
Pennsylvania
-$701K -15,733 Closed
Robeco Institutional Asset Management
495
Robeco Institutional Asset Management
Netherlands
-$624K -14,016 Closed
ADIM
496
Alpha DNA Investment Management
Maryland
-$588K -13,195 Closed
CIC
497
Cornercap Investment Counsel
Georgia
-$549K -12,324 Closed
FL
498
Fourthstone LLC
Missouri
-$512K -11,500 Closed
RAM
499
Readystate Asset Management
Illinois
-$479K -10,756 Closed
VI
500
Versor Investments
New York
-$466K -10,473 Closed

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.