BOKF, NA
•CIK: 9634•Filing: Q4 2025
BOKF, NA, a hedge fund with $6.5 billion in assets under management, is known for its concentrated equity strategy, currently holding 996 positions with top holdings in iShares Russell 2000 ETF (IWB) and SPDR S&P 500 ETF Trust (VOO). Recently, the fund has made notable shifts by adding holdings in HWM and BNDX, each up 327%, while significantly cutting positions in AR and EVRG by 97% and 92%, respectively, reflecting a strategic pivot towards sectors like healthcare and biotechnology.
Total AUM
$6.5B
QoQ Performance
-1.7%
Positions
984
Top 10 Concentration
36.5%
Latest Filing
Q4 2025
Top Holdings Allocation
IWB
VOO
IWB7.4%
VOO5.7%
XOM3.4%
AAPL3.3%
VWO2.7%
MSFT2.6%
NVDA2.6%
AVEM1.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other52.0%
Technology16.9%
ETF9.4%
Financial4.9%
Consumer4.7%
Healthcare4.3%
Energy4.1%
Industrial1.2%
🚪 Exited Positionssold since Q3 2025
+875 more exited positions
Changes from Q3 2025
↑63 increased
↓136 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023