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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.

New
Increased
Maintained
Reduced
Closed
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
Wellington Management Group
Massachusetts
+$41.1M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$23.6M
3
Millennium Management
Millennium Management
New York
+$19.1M
4
Goldman Sachs
Goldman Sachs
New York
+$15.2M
5
SM
Senvest Management
New York
+$14.6M

Top Sellers

1
WA
Wasatch Advisors
Utah
-$80.7M
2
Victory Capital Management
Victory Capital Management
Texas
-$47.7M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$34.2M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$18.8M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$11.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TLM
51
Twin Lions Management
Connecticut
$16M +$3M +63,800 +23%
GLA
52
Great Lakes Advisors
Illinois
$15.4M +$9.09M +193,161 +144%
Victory Capital Management
53
Victory Capital Management
Texas
$15.3M -$47.7M -1,013,447 -76%
EARNEST Partners
54
EARNEST Partners
Georgia
$14.9M +$1.16M +24,613 +8%
ClearBridge Investments
55
ClearBridge Investments
New York
$14.8M -$5.22M -110,846 -26%
Raymond James Financial
56
Raymond James Financial
Florida
$14.7M -$1.43M -30,344 -9%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$14.7M +$201K +4,278 +1%
AG
58
Algert Global
California
$14.5M +$2.2M +46,804 +18%
CWM
59
Cabot Wealth Management
Massachusetts
$13.9M +$51.9K +1,103 +0.4%
RIM
60
Ranger Investment Management
Texas
$13.3M +$988K +20,985 +8%
RHJA
61
Rice Hall James & Associates
California
$13.2M -$118K -2,507 -0.9%
AllianceBernstein
62
AllianceBernstein
Tennessee
$12.9M +$5.74M +121,981 +80%
BGIM
63
Brandywine Global Investment Management
Pennsylvania
$11.7M -$456K -9,700 -4%
WRM
64
Weybosset Research & Management
Rhode Island
$11.4M -$62.4K -1,325 -0.5%
Principal Financial Group
65
Principal Financial Group
Iowa
$11.3M -$200K -4,245 -2%
Two Sigma Advisers
66
Two Sigma Advisers
New York
$11.2M -$2.53M -53,800 -18%
JPMorgan Chase & Co
67
JPMorgan Chase & Co
New York
$11M +$252K +5,363 +2%
NL
68
Nuveen LLC
North Carolina
$10.9M -$4.44M -94,363 -29%
QI
69
QV Investors
Alberta, Canada
$10.3M +$1.57M +33,430 +18%
CSS
70
Cubist Systematic Strategies
Connecticut
$10.3M +$400K +8,494 +4%
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
$10.2M +$3.49M +74,124 +52%
Connor, Clark & Lunn Investment Management (CC&L)
72
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$10.2M +$1.47M +31,331 +17%
Jane Street
73
Jane Street
New York
$9.83M -$9.48M -201,511 -49%
Swiss National Bank
74
Swiss National Bank
Switzerland
$9.66M -$141K -3,000 -1%
California Public Employees Retirement System
75
California Public Employees Retirement System
California
$9.43M -$121K -2,575 -1%
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