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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
Teacher Retirement System of Texas
201
Teacher Retirement System of Texas
Texas
$1.32M -$382K -8,066 -21%
IIM
202
INTECH Investment Management
Florida
$1.32M +$330K +6,985 +30%
GCP
203
GSA Capital Partners
United Kingdom
$1.3M +$487K +10,286 +52%
LSERS
204
Louisiana State Employees Retirement System
Louisiana
$1.29M +$14.2K +300 +1%
Corient Private Wealth
205
Corient Private Wealth
Florida
$1.27M +$207K +4,368 +18%
IMRF
206
Illinois Municipal Retirement Fund
Illinois
$1.27M
GG
207
Greenwood Gearhart
Arkansas
$1.25M -$32.5K -688 -2%
KK
208
KLP Kapitalforvaltning
Norway
$1.23M
SG Americas Securities
209
SG Americas Securities
New York
$1.22M +$1.33M +28,028 New
VF
210
Virtu Financial
New York
$1.21M +$1.01M +21,441 +332%
CB
211
Commerce Bank
Missouri
$1.17M +$232K +4,908 +22%
KLCM
212
KG&L Capital Management
Louisiana
$1.15M +$93.4K +1,975 +8%
CAMG
213
CWA Asset Management Group
Florida
$1.12M +$242K +5,126 +25%
YIH
214
Y-Intercept (HK)
Hong Kong
$1.12M +$491K +10,391 +68%
COPPSERS
215
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.1M +$90.8K +1,919 +8%
SOMRS
216
State of Michigan Retirement System
Michigan
$1.1M +$9.46K +200 +0.8%
MCP
217
Militia Capital Partners
Nevada
$1.08M +$1.18M +24,900 New
Cambridge Investment Research Advisors
218
Cambridge Investment Research Advisors
Iowa
$1.03M +$51.4K +1,086 +5%
CG
219
Caprock Group
Idaho
$1.02M +$788K +16,655 +242%
SRL
220
Scientech Research LLC
New Jersey
$1.02M +$807K +17,057 +264%
NMIMC
221
Northwestern Mutual Investment Management Company
Wisconsin
$1.02M +$520 +11 +0%
Lazard Asset Management
222
Lazard Asset Management
New York
$1.01M -$1.05M -22,214 -49%
NMERB
223
New Mexico Educational Retirement Board
New Mexico
$978K
A
224
AlphaQuest
New York
$977K -$472K -9,970 -31%
SB
225
Simmons Bank
Arkansas
$937K

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.