Bank OZK
480 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.
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: 468 → 480 (+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: 5 → 5 (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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SM
Senvest Management
New York
|
+$29.9M |
| 2 |
D.E. Shaw & Co
New York
|
+$27M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$18.3M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$15.5M |
| 5 |
EARNEST Partners
Atlanta,
Georgia
|
+$13.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$42.6M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$37.3M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$17.1M |
| 4 |
Morgan Stanley
New York
|
-$16.2M |
| 5 |
BlackRock
New York
|
-$14.2M |
OZK Hedge Fund Activity: Q1 2025 in Review
480 of the 7,458 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.
- 480 institutional investors held Bank OZK (OZK) as of Q1 2025, up from 468 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.