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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 %
QEI
151
QSV Equity Investors
Illinois
$2.38M -$31.4K -668 -1%
AB
152
Amalgamated Bank
New York
$2.27M -$31.1K -660 -1%
CCMINC
153
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.27M -$21.5K -457 -0.9%
Janus Henderson Group
154
Janus Henderson Group
United Kingdom
$2.26M -$1.15M -24,395 -34%
A
155
AlphaQuest
New York
$2.25M +$1.19M +25,348 +113%
JF
156
Jump Financial
Illinois
$2.18M +$2.18M +46,338 New
Baird Financial Group
157
Baird Financial Group
Wisconsin
$2.16M -$5.13K -109 -0.2%
CCM
158
Coldstream Capital Management
Washington
$2.16M -$14.5K -309 -0.7%
CAU
159
Caxton Associates (UK)
$2.16M +$36.7K +780 +2%
Bank of Montreal
160
Bank of Montreal
Ontario, Canada
$2.11M -$55K -1,169 -3%
DFCM
161
Dark Forest Capital Management
Puerto Rico
$2.09M +$62.4K +1,327 +3%
GCP
162
GSA Capital Partners
United Kingdom
$2.05M +$635K +13,491 +45%
Thrivent Financial for Lutherans
163
Thrivent Financial for Lutherans
Minnesota
$2.02M +$6.54K +139 +0.3%
Natixis Advisors
164
Natixis Advisors
Massachusetts
$1.99M +$267K +5,679 +16%
FPAS
165
Focus Partners Advisor Solutions
Missouri
$1.98M +$96.3K +2,047 +5%
State of New Jersey Common Pension Fund D
166
State of New Jersey Common Pension Fund D
New Jersey
$1.98M +$52.8K +1,122 +3%
State of Tennessee, Department of Treasury
167
State of Tennessee, Department of Treasury
Tennessee
$1.97M – – –
PFSRSONJ
168
Police & Firemen's Retirement System of New Jersey
New Jersey
$1.94M +$89.7K +1,906 +5%
SO
169
STRS Ohio
Ohio
$1.93M +$392K +8,329 +25%
SFS
170
Sowell Financial Services
Arkansas
$1.91M +$1.53M +32,475 +396%
SI
171
Stephens Inc
Arkansas
$1.86M -$1.37M -29,097 -42%
Stifel Financial
172
Stifel Financial
Missouri
$1.85M -$57.5K -1,222 -3%
Schroder Investment Management Group
173
Schroder Investment Management Group
United Kingdom
$1.85M +$1.85M +39,220 New
Ohio Public Employees Retirement System (OPERS)
174
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.76M +$20K +425 +1%
Cetera Investment Advisers
175
Cetera Investment Advisers
Illinois
$1.74M -$87.6K -1,861 -5%
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7
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