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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.

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 %
CIAM
501
Caitong International Asset Management
Hong Kong
– -$154K -3,553 Closed
MG
502
Mather Group
Illinois
– -$152K -3,503 Closed
ACA
503
Atlas Capital Advisors
Wyoming
– -$140K -3,227 Closed
WSFS
504
Wilmington Savings Fund Society
Delaware
– -$97.2K -2,238 Closed
MA
505
Montag & Associates
Georgia
– -$54.3K -1,250 Closed
VSQM
506
V-Square Quantitative Management
Illinois
– -$37K -851 Closed
SSG
507
Summit Securities Group
New York
– -$31.9K -735 Closed
QC
508
Quent Capital
New York
– -$30.5K -703 Closed
CBT
509
Crews Bank & Trust
Florida
– -$13K -300 Closed
CT
510
Clearstead Trust
Maine
– -$8.47K -195 Closed
SW
511
SVB Wealth
Massachusetts
– -$4.21K -97 Closed
HI
512
Horizon Investments
North Carolina
– -$3.65K -85 Closed
AWM
513
Activest Wealth Management
Florida
– -$2.17K -50 Closed
SWM
514
Spire Wealth Management
Virginia
– -$1.3K -30 Closed
SO
515
Sierra Ocean
California
– -$1.22K -28 Closed
GFPC
516
Global Financial Private Client
Florida
– -$999 -23 Closed
CFO
517
CVA Family Office
Colorado
– -$695 -16 Closed
HFS
518
Hughes Financial Services
Virginia
– -$564 -13 Closed
BWL
519
Bogart Wealth LLC
Virginia
– -$478 -11 Closed
RS
520
Rakuten Securities
Japan
– -$217 -5 Closed
PA
521
PSI Advisors
Florida
– -$130 -3 Closed
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