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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 %
CI Investments Inc
76
CI Investments Inc
Ontario, Canada
$9.36M -$749K -15,917 -7%
Public Sector Pension Investment Board (PSP Investments)
77
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$9.26M +$53.3K +1,133 +0.6%
Allspring Global Investments
78
Allspring Global Investments
North Carolina
$9.09M +$2.73M +55,740 +43%
Wells Fargo
79
Wells Fargo
California
$9.05M +$1.94M +41,315 +27%
EP
80
Edgestream Partners
New Jersey
$9.04M -$152K -3,234 -2%
Man Group
81
Man Group
United Kingdom
$8.52M +$1.52M +32,390 +22%
VRS
82
Virginia Retirement Systems
Virginia
$8.44M – – –
BNP Paribas Financial Markets
83
BNP Paribas Financial Markets
France
$8.4M -$4.23M -89,841 -33%
Rafferty Asset Management
84
Rafferty Asset Management
New York
$8.35M -$493K -10,470 -6%
Legal & General Group
85
Legal & General Group
United Kingdom
$8.03M +$155K +3,303 +2%
AIM
86
Artemis Investment Management
United Kingdom
$7.93M +$3.36M +71,325 +73%
Barclays
87
Barclays
United Kingdom
$7.57M +$1.67M +35,451 +28%
Royal Bank of Canada
88
Royal Bank of Canada
Ontario, Canada
$7.44M +$5.5M +116,836 +283%
QT
89
Quantbot Technologies
New York
$7.06M -$2.63M -55,900 -27%
Mitsubishi UFJ Trust & Banking
90
Mitsubishi UFJ Trust & Banking
Japan
$6.97M -$492K -10,455 -7%
Franklin Resources
91
Franklin Resources
California
$6.7M +$3.26M +69,217 +95%
Treasurer of the State of North Carolina
92
Treasurer of the State of North Carolina
North Carolina
$6.63M +$2.83M +60,216 +75%
Hudson Bay Capital Management
93
Hudson Bay Capital Management
Connecticut
$6.62M -$6.59K -140 -0.1%
Ameriprise
94
Ameriprise
Minnesota
$6.29M +$111K +2,352 +2%
TG
95
TCW Group
California
$6.13M -$466K -9,900 -7%
SSA
96
Schonfeld Strategic Advisors
New York
$6.12M +$3.21M +68,278 +111%
New York State Teachers Retirement System (NYSTRS)
97
New York State Teachers Retirement System (NYSTRS)
New York
$6.1M – – –
Retirement Systems of Alabama
98
Retirement Systems of Alabama
Alabama
$6.08M +$33.7K +716 +0.6%
HF
99
HRT Financial
New York
$6M +$1.17M +24,786 +24%
HSBC Holdings
100
HSBC Holdings
United Kingdom
$5.89M +$4.02M +84,941 +215%
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