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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
QI
76
QV Investors
Alberta, Canada
$8.07M +$1.04M +22,060 +13%
Connor, Clark & Lunn Investment Management (CC&L)
77
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$8.03M +$5.9M +124,764 +207%
VRS
78
Virginia Retirement Systems
Virginia
$7.79M +$8.48M +179,334 New
SFI
79
Susquehanna Fundamental Investments
Pennsylvania
$7.58M +$8.26M +174,553 New
Legal & General Group
80
Legal & General Group
United Kingdom
$7.27M +$122K +2,576 +2%
Mitsubishi UFJ Trust & Banking
81
Mitsubishi UFJ Trust & Banking
Japan
$6.89M -$619K -13,092 -8%
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$6.72M +$4.62M +97,706 +172%
AllianceBernstein
83
AllianceBernstein
Tennessee
$6.61M +$631K +13,335 +10%
Wells Fargo
84
Wells Fargo
California
$6.56M +$3.46M +73,049 +94%
Man Group
85
Man Group
United Kingdom
$6.46M +$6.03M +127,561 +602%
Envestnet Asset Management
86
Envestnet Asset Management
Illinois
$6.23M +$391K +8,261 +6%
Verition Fund Management
87
Verition Fund Management
Connecticut
$6.19M +$1.14M +24,064 +20%
Hudson Bay Capital Management
88
Hudson Bay Capital Management
Connecticut
$6.12M -$1.89M -39,860 -22%
TG
89
TCW Group
California
$6.09M
GLA
90
Great Lakes Advisors
Illinois
$5.82M -$597K -12,617 -9%
Goldman Sachs
91
Goldman Sachs
New York
$5.81M -$1.82M -38,528 -22%
Citigroup
92
Citigroup
New York
$5.79M -$13.4M -283,364 -68%
Ameriprise
93
Ameriprise
Minnesota
$5.71M +$189K +4,004 +3%
Allspring Global Investments
94
Allspring Global Investments
North Carolina
$5.64M +$2.19M +46,349 +55%
New York State Teachers Retirement System (NYSTRS)
95
New York State Teachers Retirement System (NYSTRS)
New York
$5.64M -$80.4K -1,700 -1%
Retirement Systems of Alabama
96
Retirement Systems of Alabama
Alabama
$5.58M +$6.05K +128 +0.1%
Barclays
97
Barclays
United Kingdom
$5.45M -$3.62M -76,557 -38%
GL
98
Governors Lane
New York
$5.44M +$5.92M +125,195 New
Kovitz Investment Group Partners
99
Kovitz Investment Group Partners
Illinois
$5.36M +$993K +20,992 +20%
Prudential Financial
100
Prudential Financial
New Jersey
$5.15M +$1.61M +33,995 +40%

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.