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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.

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
1
Wellington Management Group
Massachusetts
$145M
2
Mackenzie Financial
2
Mackenzie Financial
Ontario, Canada
$26.7M
3
Millennium Management
3
Millennium Management
New York
$54.1M
4
Goldman Sachs
4
Goldman Sachs
New York
$21.5M
5
SM
5
Senvest Management
New York
$74.4M

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 Holding Trade Value Shares
Change 		Shares
Change %
CCIA
126
Campbell & Co Investment Adviser
Maryland
$3.54M +$3.26M +69,256 +1,175%
ACM
127
Aquatic Capital Management
Illinois
$3.36M +$343K +7,278 +11%
Wealth Enhancement Advisory Services
128
Wealth Enhancement Advisory Services
Minnesota
$3.33M -$386K -7,572 -10%
Canada Pension Plan Investment Board
129
Canada Pension Plan Investment Board
Ontario, Canada
$3.29M – – –
Cerity Partners
130
Cerity Partners
New York
$3.26M -$666K -14,157 -17%
TI
131
Trexquant Investment
Connecticut
$3.22M -$391K -8,311 -11%
PCM
132
Palisade Capital Management
New Jersey
$3.01M +$175K +3,729 +6%
Mirae Asset Global ETFs Holdings
133
Mirae Asset Global ETFs Holdings
Hong Kong
$3M +$802K +17,044 +37%
BMSSC
134
B. Metzler seel. Sohn & Co
Germany
$2.96M -$1.22M -26,002 -29%
LCWP
135
Legacy Capital Wealth Partners
Arkansas
$2.91M +$2.26K +48 +0.1%
IC
136
IEQ Capital
California
$2.85M -$2.54M -54,035 -47%
OAM
137
Oppenheimer Asset Management
New York
$2.84M -$1.05M -22,225 -27%
MML Investors Services
138
MML Investors Services
Massachusetts
$2.82M +$1.09M +23,066 +62%
EF
139
Empowered Funds
Pennsylvania
$2.82M -$9.93K -211 -0.4%
Ensign Peak Advisors
140
Ensign Peak Advisors
Utah
$2.72M +$17.4K +370 +0.6%
MIM
141
MetLife Investment Management
New Jersey
$2.68M -$79.6K -1,692 -3%
SFI
142
Susquehanna Fundamental Investments
Pennsylvania
$2.68M -$5.54M -117,651 -67%
DLP
143
De Lisle Partners
United Kingdom
$2.54M – – –
MCC
144
Money Concepts Capital
Florida
$2.51M -$828K -17,599 -25%
Nisa Investment Advisors
145
Nisa Investment Advisors
Missouri
$2.48M +$231K +4,919 +10%
MOACM
146
Mutual of America Capital Management
New York
$2.47M -$82.9K -1,761 -3%
SDIC
147
South Dakota Investment Council
South Dakota
$2.44M +$2.3M +48,975 +1,666%
BAM
148
Ballast Asset Management
Texas
$2.43M +$2.43M +51,620 New
SC
149
Savant Capital
Illinois
$2.42M -$46.1K -980 -2%
New York State Common Retirement Fund
150
New York State Common Retirement Fund
New York
$2.39M – – –
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6
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