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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
CF
101
Corebridge Financial
Texas
$5.06M -$135K -2,848 -2%
IC
102
IEQ Capital
California
$4.98M +$1.81M +38,230 +50%
Russell Investments Group
103
Russell Investments Group
United Kingdom
$4.91M +$1.74M +36,755 +48%
State Board of Administration of Florida Retirement System
104
State Board of Administration of Florida Retirement System
Florida
$4.8M
HCM
105
Horrell Capital Management
Arkansas
$4.67M +$32.7K +692 +0.6%
HF
106
HRT Financial
New York
$4.47M -$1.69M -35,765 -26%
California State Teachers Retirement System (CalSTRS)
107
California State Teachers Retirement System (CalSTRS)
California
$4.33M -$52.9K -1,119 -1%
AIM
108
Artemis Investment Management
United Kingdom
$4.23M +$619K +13,087 +16%
Mariner
109
Mariner
Kansas
$4.09M +$48K +1,015 +1%
VanEck Associates
110
VanEck Associates
New York
$4M +$441K +9,314 +11%
Canada Life
111
Canada Life
Manitoba, Canada
$4M -$420K -8,876 -9%
VIM
112
Villanova Investment Management
Pennsylvania
$3.99M -$2.82M -59,519 -65%
MCM
113
MAI Capital Management
Ohio
$3.92M -$670K -14,160 -14%
BMSSC
114
B. Metzler seel. Sohn & Co
Germany
$3.86M +$41K +867 +1%
EGM
115
Engineers Gate Manager
New York
$3.83M +$1.4M +29,530 +50%
Manulife (Manufacturers Life Insurance)
116
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.76M -$34.2K -724 -0.8%
Mirae Asset Global Investments
117
Mirae Asset Global Investments
South Korea
$3.76M +$454K +9,604 +13%
Cerity Partners
118
Cerity Partners
New York
$3.63M +$1.08M +22,868 +38%
OAM
119
Oppenheimer Asset Management
New York
$3.59M +$1.11M +23,501 +40%
Treasurer of the State of North Carolina
120
Treasurer of the State of North Carolina
North Carolina
$3.5M -$1.38M -29,236 -27%
AIP
121
Ameritas Investment Partners
Nebraska
$3.4M -$129K -2,727 -3%
T. Rowe Price Associates
122
T. Rowe Price Associates
Maryland
$3.37M +$350K +7,410 +11%
TI
123
Trexquant Investment
Connecticut
$3.33M -$3.8M -80,318 -51%
IWC
124
Integrated Wealth Concepts
Massachusetts
$3.18M -$46.4K -982 -1%
Franklin Resources
125
Franklin Resources
California
$3.18M +$479K +10,118 +16%

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.