Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Bok Finl Corp (BOKF)

298 + Investors. Track Smart Money conviction in BOKF. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +13
Streak
5Q ▲
Buyers last Q
57%

Smart Money Signals — BOKF

Based on 299 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added BOKF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
299 hedge funds hold BOKF right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +25% more funds vs a year ago

fund count last 6Q
+59 new funds entered over the past year (+25% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 57% buying

165 buying123 selling
Last quarter: 165 funds bought or added vs 123 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~56 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 40 → 45 → 61 → 56. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 19% medium ■ 23% new
174 out of 299 hedge funds have held BOKF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

40 → 40 → 45 → 61 → 56 new funds/Q
New funds entering each quarter: 40 → 45 → 61 → 56. A growing number of institutions are discovering BOKF each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 65% veterans vs 26% newcomers

■ 65% veterans ■ 9% 1-2yr ■ 26% new
Entry-cohort mix of 302 holders: 197 (65%) are 2+ year veterans, 26 entered 1–2 years ago, and 79 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds
52 of 298 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in BOKF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — BOKF

In 2026 Q2, 165 hedge funds were net buyers of BOKF (56 opened a new position, 109 added to an existing one), while 123 reduced or exited (80 trimmed, 43 sold completely) — a 57% buyer ratio, indicating a slight buying edge. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 46% of total institutional value in BOKF is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +13 funds (more new holders than closures). Total institutional holders: 299.

Hedge Fund Ownership: BOKF

How many hedge funds hold BOKF — quarterly history vs. share price
Quarterly hedge fund ownership of BOKF vs. share price

Market Analysis: BOKF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BOKF

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 0 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: BOKF
298 + Investors

Track Smart Money conviction in BOKF. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 298 286 4.2%
13F Shares 23M 22M 4.74%
Total Value $3.13B $2.74B 14.37%
New Positions 56 61 -5
Increased Positions 106 96 +10
Closed Positions 43 24 +19
Reduced Positions 79 67 +12
Total Calls 3 3 -
Total Puts 1 0 100%
PUT/CALL Ratio 0.33 0.0 Bullish

Statistics: BOKF

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Institutional Holders (2026 Q2)

298 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BOKF. Verified SEC 13F-HR filings.

QUARTER:
Top 25 BOKF holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 George Kaiser Family Foundation 44.83% 3,361,707 $466.9M
2 Ariel Investments, LLC 2.25% 1,627,416 $226.0M
3 Avenir Corp 2.10% 124,017 $17.2M
4 Elevation Point Wealth Partners, LLC 1.98% 770,026 $106.9M
5 Vestmark Advisory Solutions, Inc. 1.00% 770,021 $106.9M
6 Fieldview Capital Management, LLC 0.71% 17,938 $2.5M
7 Prescott Group Capital Management, L.L.C. 0.60% 49,993 $6.9M
8 Martin & Co Inc /Tn/ 0.42% 19,137 $2.7M
9 Isthmus Partners, LLC 0.36% 26,482 $3.7M
10 Edgestream Partners, L.P. 0.31% 75,357 $10.5M
11 Probity Advisors, Inc. 0.25% 12,613 $1.8M
12 Bokf, NA 0.25% 129,350 $18.0M
13 Dark Forest Capital Management LP 0.24% 27,040 $3.8M
14 Cambiar Investors LLC 0.24% 39,655 $5.5M
15 Inceptionr LLC 0.24% 6,976 $969K
16 Polaris Capital Management, LLC 0.23% 17,364 $2.4M
17 Occudo Quantitative Strategies LP 0.22% 29,855 $4.1M
18 Cowa, LLC 0.21% 6,123 $850K
19 Campbell & CO Investment Adviser LLC 0.15% 21,195 $2.9M
20 Arbejdsmarkedets Tillaegspension 0.14% 47,700 $6.6M
21 R Squared Ltd 0.14% 1,927 $268K
22 Elk River Wealth Management LLC 0.11% 5,056 $702K
23 Axq Capital, LP 0.11% 7,363 $1.0M
24 Galvin, Gaustad & Stein, LLC 0.11% 10,815 $1.5M
25 Anchyra Partners LLC 0.10% 3,024 $420K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Bok Finl Corp (BOKF)

What does the Smart Money Trend signal show for BOKF?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added BOKF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BOKF?

Slight buying edge — 57% buying: Last quarter: 165 funds bought or added vs 123 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BOKF holders?

Elite ownership — 46% AUM from top-100 funds: 52 of 298 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in BOKF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BOKF?

58% of holders stayed for 2+ years: 174 out of 299 hedge funds have held BOKF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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