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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
Point72 Asset Management
51
Point72 Asset Management
Connecticut
$14M +$13.1M +277,275 +611%
Tudor Investment Corp
52
Tudor Investment Corp
Connecticut
$13.6M +$6.12M +129,491 +70%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$13.4M -$1.63M -34,507 -10%
CWM
54
Cabot Wealth Management
Massachusetts
$12.8M -$35.5K -750 -0.3%
Two Sigma Advisers
55
Two Sigma Advisers
New York
$12.7M -$795K -16,800 -5%
EARNEST Partners
56
EARNEST Partners
Georgia
$12.7M +$13.8M +292,197 New
RHJA
57
Rice Hall James & Associates
California
$12.3M -$165K -3,496 -1%
TLM
58
Twin Lions Management
Connecticut
$12M +$848K +17,918 +7%
BNP Paribas Financial Markets
59
BNP Paribas Financial Markets
France
$11.7M -$2.53M -53,433 -17%
RIM
60
Ranger Investment Management
Texas
$11.4M +$12.4M +261,955 New
AG
61
Algert Global
California
$11.3M -$2.29M -48,356 -16%
Lord, Abbett & Co
62
Lord, Abbett & Co
New Jersey
$11.3M +$12.3M +260,000 New
BGIM
63
Brandywine Global Investment Management
Pennsylvania
$11.2M -$479K -10,124 -4%
Principal Financial Group
64
Principal Financial Group
Iowa
$10.6M -$2.98K -63 -0%
WRM
65
Weybosset Research & Management
Rhode Island
$10.5M -$108K -2,277 -0.9%
Qube Research & Technologies (QRT)
66
Qube Research & Technologies (QRT)
United Kingdom
$10.1M +$879K +18,586 +9%
JP Morgan Chase
67
JP Morgan Chase
New York
$9.96M -$738K -15,597 -6%
CI Investments Inc
68
CI Investments Inc
Ontario, Canada
$9.33M -$726K -15,344 -7%
CSS
69
Cubist Systematic Strategies
Connecticut
$9.1M +$7.91M +167,138 +395%
Swiss National Bank
70
Swiss National Bank
Switzerland
$9.05M -$180K -3,800 -2%
QT
71
Quantbot Technologies
New York
$8.95M -$663K -14,017 -6%
California Public Employees Retirement System
72
California Public Employees Retirement System
California
$8.82M -$76.3K -1,613 -0.8%
Public Sector Pension Investment Board (PSP Investments)
73
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$8.5M +$9.25M +195,632 New
EP
74
Edgestream Partners
New Jersey
$8.49M +$2.83M +59,837 +44%
Rafferty Asset Management
75
Rafferty Asset Management
New York
$8.17M -$2.58M -54,593 -23%

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.