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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 %
Kovitz Investment Group Partners
101
Kovitz Investment Group Partners
Illinois
$5.84M +$34.2K +726 +0.6%
Russell Investments Group
102
Russell Investments Group
United Kingdom
$5.68M +$355K +7,545 +7%
Verition Fund Management
103
Verition Fund Management
Connecticut
$5.31M -$1.4M -29,829 -21%
State Board of Administration of Florida Retirement System
104
State Board of Administration of Florida Retirement System
Florida
$5.22M +$28.7K +610 +0.6%
HCM
105
Horrell Capital Management
Arkansas
$5.17M +$112K +2,388 +2%
California State Teachers Retirement System (CalSTRS)
106
California State Teachers Retirement System (CalSTRS)
California
$4.69M – – –
Mirae Asset Global Investments
107
Mirae Asset Global Investments
South Korea
$4.52M +$478K +10,159 +12%
Mariner
108
Mariner
Kansas
$4.47M +$35.6K +756 +0.8%
NAAA
109
New Age Alpha Advisors
New York
$4.47M +$4.47M +94,997 New
Prudential Financial
110
Prudential Financial
New Jersey
$4.46M -$1.12M -23,724 -20%
Canada Life
111
Canada Life
Manitoba, Canada
$4.44M +$109K +2,312 +3%
VF
112
Vest Financial
Virginia
$4.33M +$945K +20,090 +28%
VIM
113
Villanova Investment Management
Pennsylvania
$4.32M +$2.83M +60,223 +191%
GCM
114
Graham Capital Management
Connecticut
$4.27M +$4.27M +90,779 New
MCM
115
MAI Capital Management
Ohio
$4.21M -$41.5K -882 -1%
AC
116
AWH Capital
Texas
$4.17M +$1.65M +35,100 +66%
FCM
117
Fieldview Capital Management
Michigan
$4.13M +$1.34M +28,536 +48%
CAM
118
Congress Asset Management
Massachusetts
$4.03M +$1.1M +23,350 +37%
Manulife (Manufacturers Life Insurance)
119
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.86M -$217K -4,611 -5%
AIP
120
Ameritas Investment Partners
Nebraska
$3.81M +$127K +2,690 +3%
VanEck Associates
121
VanEck Associates
New York
$3.78M -$559K -11,887 -13%
Susquehanna International Group
122
Susquehanna International Group
Pennsylvania
$3.76M -$3.52M -74,718 -48%
T. Rowe Price Associates
123
T. Rowe Price Associates
Maryland
$3.73M +$82.5K +1,752 +2%
IA
124
Inspire Advisors
Idaho
$3.7M +$3.01M +63,921 +437%
IWC
125
Integrated Wealth Concepts
Massachusetts
$3.68M +$238K +5,066 +7%
3 4
5
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