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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
Janus Henderson Group
126
Janus Henderson Group
United Kingdom
$3.17M +$1.15M +24,395 +51%
Wealth Enhancement Advisory Services
127
Wealth Enhancement Advisory Services
Minnesota
$3.17M +$484K +10,229 +16%
VF
128
Vest Financial
Virginia
$3.13M +$778K +16,457 +30%
MCC
129
Money Concepts Capital
Florida
$3.08M +$17.8K +376 +0.5%
Canada Pension Plan Investment Board
130
Canada Pension Plan Investment Board
Ontario, Canada
$3.04M -$322K -6,800 -9%
SI
131
Stephens Inc
Arkansas
$2.98M -$308K -6,522 -9%
GSCM
132
Greenfield Seitz Capital Management
Texas
$2.98M -$11.4K -240 -0.3%
Mackenzie Financial
133
Mackenzie Financial
Ontario, Canada
$2.84M -$613K -12,964 -17%
TC
134
TwinBeech Capital
New York
$2.83M +$2.66M +56,234 +636%
ACM
135
Aquatic Capital Management
Illinois
$2.79M +$844K +17,849 +39%
CAM
136
Congress Asset Management
Massachusetts
$2.71M -$13.6K -288 -0.5%
SSA
137
Schonfeld Strategic Advisors
New York
$2.68M -$1.09M -22,974 -27%
LCWP
138
Legacy Capital Wealth Partners
Arkansas
$2.68M -$3.12K -66 -0.1%
PCM
139
Palisade Capital Management
New Jersey
$2.61M +$104K +2,196 +4%
ECM
140
Element Capital Management
New York
$2.61M +$2.84M +60,072 New
EF
141
Empowered Funds
Pennsylvania
$2.61M +$50K +1,058 +2%
APF
142
Alaska Permanent Fund
Alaska
$2.6M
WG
143
Watchman Group
Texas
$2.6M -$11.2K -237 -0.4%
FCM
144
Fieldview Capital Management
Michigan
$2.58M +$2.8M +59,295 New
MIM
145
MetLife Investment Management
New Jersey
$2.55M -$42K -888 -1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
146
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.53M -$1.66M -35,000 -38%
Ensign Peak Advisors
147
Ensign Peak Advisors
Utah
$2.49M +$337K +7,131 +14%
MOACM
148
Mutual of America Capital Management
New York
$2.36M -$67.6K -1,430 -3%
DLP
149
De Lisle Partners
United Kingdom
$2.35M
AC
150
AWH Capital
Texas
$2.32M +$2.53M +53,500 New

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.