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Bank OZK
OZK

Overview Fund Activity

465 hedge funds and large institutions have $5B invested in Bank OZK in 2025 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 187 increasing their positions, 164 reducing their positions, and 53 closing their positions.

Holders
465
Holders Change
-12
Holders Change %
-2.52%
% of All Funds
6.24%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
50
Increased
187
Reduced
164
Closed
53
Calls
$48.6M
Puts
$51.8M
Net Calls
-$3.25M
Net Calls Change
+$6.36M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$69M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$145M
3
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$26.7M
4
Millennium Management
4
Millennium Management
New York
$54.1M
5
Goldman Sachs
5
Goldman Sachs
New York
$21.5M

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 Market Value Shares Shares
Change 		Shares
Change %
Kovitz Investment Group Partners
101
Kovitz Investment Group Partners
Illinois
$5.84M 124,167 +726 +0.6%
Russell Investments Group
102
Russell Investments Group
United Kingdom
$5.68M 120,627 +7,545 +7%
Verition Fund Management
103
Verition Fund Management
Connecticut
$5.31M 112,746 -29,829 -21%
State Board of Administration of Florida Retirement System
104
State Board of Administration of Florida Retirement System
Florida
$5.22M 111,009 +610 +0.6%
HCM
105
Horrell Capital Management
Arkansas
$5.17M 109,958 +2,388 +2%
California State Teachers Retirement System (CalSTRS)
106
California State Teachers Retirement System (CalSTRS)
California
$4.69M 99,638 – –
Mirae Asset Global Investments
107
Mirae Asset Global Investments
South Korea
$4.52M 96,138 +10,159 +12%
Mariner
108
Mariner
Kansas
$4.47M 95,000 +756 +0.8%
NAAA
109
New Age Alpha Advisors
New York
$4.47M 94,997 +94,997 New
Prudential Financial
110
Prudential Financial
New Jersey
$4.46M 94,804 -23,724 -20%
Canada Life
111
Canada Life
Manitoba, Canada
$4.44M 94,191 +2,312 +3%
VF
112
Vest Financial
Virginia
$4.33M 92,080 +20,090 +28%
VIM
113
Villanova Investment Management
Pennsylvania
$4.32M 91,731 +60,223 +191%
GCM
114
Graham Capital Management
Connecticut
$4.27M 90,779 +90,779 New
MCM
115
MAI Capital Management
Ohio
$4.21M 89,441 -882 -1%
AC
116
AWH Capital
Texas
$4.17M 88,600 +35,100 +66%
FCM
117
Fieldview Capital Management
Michigan
$4.13M 87,831 +28,536 +48%
CAM
118
Congress Asset Management
Massachusetts
$4.03M 85,702 +23,350 +37%
Manulife (Manufacturers Life Insurance)
119
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.86M 81,943 -4,611 -5%
AIP
120
Ameritas Investment Partners
Nebraska
$3.81M 81,037 +2,690 +3%
VanEck Associates
121
VanEck Associates
New York
$3.78M 80,256 -11,887 -13%
T. Rowe Price Associates
122
T. Rowe Price Associates
Maryland
$3.73M 79,344 +1,752 +2%
IA
123
Inspire Advisors
Idaho
$3.7M 78,561 +63,921 +437%
IWC
124
Integrated Wealth Concepts
Massachusetts
$3.68M 78,227 +5,066 +7%
CCIA
125
Campbell & Co Investment Adviser
Maryland
$3.54M 75,148 +69,256 +1,175%
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5
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