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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
QEI
151
QSV Equity Investors
Illinois
$2.23M -$6.39K -135 -0.3%
New York State Common Retirement Fund
152
New York State Common Retirement Fund
New York
$2.2M +$66.2K +1,400 +3%
AB
153
Amalgamated Bank
New York
$2.13M -$67.2K -1,421 -3%
CCMINC
154
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.11M +$77K +1,627 +3%
ACM
155
Aster Capital Management
United Arab Emirates
$2.09M +$2M +42,292 +3,516%
Nisa Investment Advisors
156
Nisa Investment Advisors
Missouri
$2.08M +$259K +5,478 +13%
Massachusetts Financial Services
157
Massachusetts Financial Services
Massachusetts
$2.06M -$51K -1,079 -2%
Mirae Asset Global ETFs Holdings
158
Mirae Asset Global ETFs Holdings
Hong Kong
$2.03M +$270K +5,717 +14%
CCM
159
Coldstream Capital Management
Washington
$2.01M +$2.19M +46,203 New
Bank of Montreal
160
Bank of Montreal
Ontario, Canada
$2M -$35.1K -742 -2%
Baird Financial Group
161
Baird Financial Group
Wisconsin
$2M +$1.19M +25,067 +119%
Carson Wealth (CWM LLC)
162
Carson Wealth (CWM LLC)
Nebraska
$1.97M +$824K +17,412 +62%
CAU
163
Caxton Associates (UK)
$1.96M +$2.13M +45,096 New
DFCM
164
Dark Forest Capital Management
Puerto Rico
$1.87M +$927K +19,600 +83%
Thrivent Financial for Lutherans
165
Thrivent Financial for Lutherans
Minnesota
$1.86M -$4.35M -92,062 -68%
JAM
166
Jupiter Asset Management
United Kingdom
$1.82M +$1.99M +41,994 New
Bank of Nova Scotia
167
Bank of Nova Scotia
Ontario, Canada
$1.82M -$3.88M -82,055 -66%
State of Tennessee, Department of Treasury
168
State of Tennessee, Department of Treasury
Tennessee
$1.82M
DB
169
Danske Bank
Denmark
$1.8M -$48.2K -1,019 -2%
Royal Bank of Canada
170
Royal Bank of Canada
Ontario, Canada
$1.79M +$535K +11,310 +38%
Nomura Holdings
171
Nomura Holdings
Japan
$1.78M -$2.21M -46,687 -53%
State of New Jersey Common Pension Fund D
172
State of New Jersey Common Pension Fund D
New Jersey
$1.78M -$132K -2,793 -6%
Stifel Financial
173
Stifel Financial
Missouri
$1.76M +$1.04M +22,021 +119%
FPAS
174
Focus Partners Advisor Solutions
Missouri
$1.74M +$84.3K +1,783 +5%
HSBC Holdings
175
HSBC Holdings
United Kingdom
$1.71M -$726K -15,348 -28%

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.