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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
PFSRSONJ
176
Police & Firemen's Retirement System of New Jersey
New Jersey
$1.71M +$71.2K +1,506 +4%
Cetera Investment Advisers
177
Cetera Investment Advisers
Illinois
$1.69M +$4.07K +86 +0.2%
Comerica Bank
178
Comerica Bank
Texas
$1.61M -$33.4K -706 -2%
Ohio Public Employees Retirement System (OPERS)
179
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.61M -$174K -3,675 -9%
MML Investors Services
180
MML Investors Services
Massachusetts
$1.6M +$542K +11,461 +45%
Natixis Advisors
181
Natixis Advisors
Massachusetts
$1.59M +$691K +14,601 +67%
IAN
182
Integrated Advisors Network
Texas
$1.58M +$1.72M +36,441 New
Pathstone Holdings
183
Pathstone Holdings
New Jersey
$1.57M +$129K +2,720 +8%
YCM
184
Yousif Capital Management
Michigan
$1.57M -$41.9K -885 -2%
FDCDDQ
185
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.54M -$47.8K -1,010 -3%
State of Wisconsin Investment Board
186
State of Wisconsin Investment Board
Wisconsin
$1.54M +$1.19M +25,152 +244%
MLIM
187
Mountain Lake Investment Management
Florida
$1.54M +$1.68M +35,430 New
TRSOTSOK
188
Teachers Retirement System of the State of Kentucky
Kentucky
$1.52M
Deutsche Bank
189
Deutsche Bank
Germany
$1.51M -$7.38K -156 -0.4%
WCAMG
190
Woodard & Company Asset Management Group
North Carolina
$1.49M +$1.62M +34,320 New
SI
191
Sapience Investments
California
$1.49M -$294K -6,219 -15%
ACP
192
Aviance Capital Partners
Florida
$1.46M +$862K +18,218 +119%
Handelsbanken Fonder
193
Handelsbanken Fonder
Sweden
$1.45M +$558K +11,800 +55%
Zurich Cantonal Bank
194
Zurich Cantonal Bank
Switzerland
$1.43M +$112K +2,368 +8%
SO
195
STRS Ohio
Ohio
$1.42M -$295K -6,229 -16%
NW
196
Naviter Wealth
Arkansas
$1.38M -$473K -10,000 -24%
TI
197
Tidal Investments
Wisconsin
$1.37M +$473K +9,997 +46%
Squarepoint
198
Squarepoint
New York
$1.35M -$5.41M -114,372 -79%
TCM
199
Teza Capital Management
Illinois
$1.34M -$126K -2,674 -8%
ASRS
200
Arizona State Retirement System
Arizona
$1.34M -$20.9K -442 -1%

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.