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Bank OZK

507 hedge funds and large institutions have $4.82B invested in Bank OZK in 2025 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 178 increasing their positions, 193 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.3% less ownership

Funds ownership: 92.62%92.32% (-0.3%)

5% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 73

8% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 193

3% less funds holding

Funds holding: 524507 (-17)

10% less capital invested

Capital invested by funds: $5.36B → $4.82B (-$536M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

24% less call options, than puts

Call options by funds: $67.3M | Put options by funds: $88.9M

Holders
507
Holders Change
-17
Holders Change %
-3.24%
% of All Funds
6.17%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
69
Increased
178
Reduced
193
Closed
73
Calls
$67.3M
Puts
$88.9M
Net Calls
-$21.5M
Net Calls Change
+$4.57M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$510M -$7.12M -152,183 -1%
BlackRock
2
BlackRock
New York
$465M +$5.3M +113,280 +1%
WA
3
Wasatch Advisors
Utah
$320M -$23M -492,301 -7%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$303M +$5.83M +124,691 +2%
State Street
5
State Street
Massachusetts
$302M +$25.6M +546,785 +9%
Charles Schwab
6
Charles Schwab
California
$210M +$3.46M +73,920 +2%
American Century Companies
7
American Century Companies
Missouri
$140M +$14.4M +307,461 +11%
First Trust Advisors
8
First Trust Advisors
Illinois
$134M +$4.37M +93,445 +3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$98.8M +$1.36M +29,024 +1%
VBA
10
Van Berkom & Associates
Quebec, Canada
$86M +$2.39M +50,985 +3%
1832 Asset Management
11
1832 Asset Management
Ontario, Canada
$75M +$75.9M +1,622,977 +21,166%
AQR Capital Management
12
AQR Capital Management
Connecticut
$72.8M -$18.5M -395,065 -20%
Morgan Stanley
13
Morgan Stanley
New York
$67.6M -$11.7M -251,136 -15%
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$63.3M -$22.7M -485,072 -26%
Norges Bank
15
Norges Bank
Norway
$59.8M +$60.8M +1,299,638 New
Citadel Advisors
16
Citadel Advisors
Florida
$58.3M +$42.8M +914,344 +260%
GC
17
Giverny Capital
Quebec, Canada
$58.2M +$97.4K +2,082 +0.2%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$57.4M -$43.8M -937,304 -43%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$54M +$5.57M +119,075 +11%
Millennium Management
20
Millennium Management
New York
$49.7M +$8.43M +180,290 +20%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$48.5M -$1.26M -26,963 -2%
Northern Trust
22
Northern Trust
Illinois
$43.2M -$2.03M -43,413 -4%
Mackenzie Financial
23
Mackenzie Financial
Ontario, Canada
$43M +$6.41M +137,134 +17%
FCM
24
Fairholme Capital Management
Florida
$42M -$93.6K -2,000 -0.2%
Renaissance Technologies
25
Renaissance Technologies
New York
$40.1M +$10.7M +229,100 +36%

OZK Hedge Fund Activity: Q4 2025 in Review

507 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Bank OZK (OZK) for Q4 2025, worth a combined $4.82B — down 10% from $5.36B a quarter earlier.

Sellers outnumbered buyers: 73 funds closed out of OZK and 69 opened new positions — a net loss of 4 holders — while 193 trimmed existing stakes and 178 added.

The largest buyer was 1832 Asset Management, adding an estimated $75.9M. The largest seller was Wellington Management Group, cutting an estimated $43.8M.

  • 507 institutional investors held Bank OZK (OZK) as of Q4 2025, down from 524 in Q3 2025.
  • Funds reported $4.82B of Bank OZK stock for Q4 2025, down 10% quarter-over-quarter.
  • 69 funds opened new Bank OZK positions in Q4 2025 and 73 closed out, a net change of -4 holders.
  • The largest Bank OZK buyer in Q4 2025 was 1832 Asset Management, an estimated $75.9M added.
  • The largest Bank OZK seller in Q4 2025 was Wellington Management Group, an estimated $43.8M sold.

Based on aggregated 13F filings for Q4 2025.