Bank OZK
502 hedge funds and large institutions have $4.73B invested in Bank OZK in 2026 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 187 increasing their positions, 179 reducing their positions, and 65 closing their positions.
5% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 65
4% more repeat investments, than reductions
Existing positions increased: 187 | Existing positions reduced: 179
2% less capital invested
Capital invested by funds: $4.82B → $4.73B (-$88.5M)
1% less funds holding
Funds holding: 509 → 502 (-7)
1.58% less ownership
Funds ownership: 92.29% → 90.71% (-1.6%)
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
35% less call options, than puts
Call options by funds: $21.5M | Put options by funds: $32.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$59.6M |
| 2 |
Geode Capital Management
Boston,
Massachusetts
|
+$48.4M |
| 3 |
BlackRock
New York
|
+$39.1M |
| 4 |
Two Sigma Investments
New York
|
+$24.5M |
| 5 |
Goldman Sachs
New York
|
+$23.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$38.6M |
| 2 |
Charles Schwab
San Francisco,
California
|
-$33.4M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$24.8M |
| 4 |
Citigroup
New York
|
-$24.4M |
| 5 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$22.3M |
OZK Hedge Fund Activity: Q1 2026 in Review
502 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in Bank OZK (OZK) for Q1 2026, worth a combined $4.73B — down 1.8% from $4.82B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new OZK positions and 65 closed out — a net gain of 3 holders — while 187 added to existing stakes and 179 trimmed.
The largest buyer was CAPTRUST Financial Advisors, adding an estimated $59.6M. The largest seller was Wasatch Advisors, cutting an estimated $38.6M.
- 502 institutional investors held Bank OZK (OZK) as of Q1 2026, down from 509 in Q4 2025.
- Funds reported $4.73B of Bank OZK stock for Q1 2026, down 1.8% quarter-over-quarter.
- 68 funds opened new Bank OZK positions in Q1 2026 and 65 closed out, a net change of +3 holders.
- The largest Bank OZK buyer in Q1 2026 was CAPTRUST Financial Advisors, an estimated $59.6M added.
- The largest Bank OZK seller in Q1 2026 was Wasatch Advisors, an estimated $38.6M sold.
Based on aggregated 13F filings for Q1 2026.