Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BANK OZK LITTLE ROCK ARK (OZK)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -17
Streak
1Q ▼
Buyers last Q
48%

Smart Money Signals — OZK

Based on 471 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their OZK positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
471 hedge funds hold OZK 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.
📶

Steady growth — +7% more funds vs a year ago

fund count last 6Q
+31 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 48% buying

244 buying269 selling
Last quarter: 269 funds reduced or exited vs 244 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-11 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 69 → 51 → 81 → 70. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 21% medium ■ 17% new
292 out of 471 hedge funds have held OZK 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

68 → 69 → 51 → 81 → 70 new funds/Q
New funds entering each quarter: 69 → 51 → 81 → 70. A growing number of institutions are discovering OZK each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 66% of holders stayed 2+ years

■ 66% veterans ■ 11% 1-2yr ■ 23% new
Of 492 current holders: 327 (66%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds
41 of 471 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in OZK. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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.

Hedge Fund Ownership: OZK

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

Market Analysis: OZK

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OZK

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

62 top-rated funds 3 high-conviction
Consensus
7.8
/ 10
breadth
×
Elite
2.7
/ 10
conviction
Hedge Fund Positioning: OZK
2026 Q1 Stats Unlock in 22 days 492 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 492 505 -2.57%
13F Shares 107M 106M 0.53%
Total Value $4.91B $5.40B -9.02%
New Positions 72 82 -10
Increased Positions 198 220 -22
Closed Positions 88 39 +49
Reduced Positions 202 175 +27
Total Calls 11 9 22.22%
Total Puts 14 12 16.67%
PUT/CALL Ratio 1.27 1.33 Bearish

Statistics: OZK

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

492 + investors

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

Top 25 institutional holders of OZK — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 WEYBOSSET RESEARCH & MANAGEMENT LLC 3.17% 239,387 $11.0M
2 WASATCH ADVISORS LP 1.87% 6,126,398 $281.1M
3 CABOT WEALTH MANAGEMENT INC 1.56% 294,843 $13.5M
4 Belleair Asset Management, LLC 1.50% 35,800 $1.6M
5 GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 0.94% 10,483 —
6 WINCAP FINANCIAL LLC 0.72% 23,710 $1.1M
7 MOODY ALDRICH PARTNERS LLC 0.69% 83,900 $3.9M
8 QV Investors Inc. 0.54% 145,370 $7K
9 Greenfield Seitz Capital Management, LLC 0.43% 31,219 $1.4M
10 Ridgewood Investments LLC 0.42% 22,374 $1.0M
11 Burford Brothers, Inc. 0.37% 19,688 $903K
12 Naviter Wealth, LLC 0.31% 53,704 $2.5M
13 Cardinal Capital Management 0.30% 50,969 $2.3M
14 Mustard Seed Financial, LLC 0.26% 9,612 $441K
15 AGP FRANKLIN, LLC 0.25% 10,911 $501K
16 Davis Investment Partners, LLC 0.22% 13,392 $615K
17 Gilliland Jeter Wealth Management LLC 0.17% 12,650 $581K
18 TECTONIC ADVISORS LLC 0.12% 50,979 $2.3M
19 Mendel Capital Management LLC 0.12% 5,183 $238K
20 Forefront Wealth Partners, LLC 0.10% 5,158 $237K
21 Vest Financial, LLC 0.08% 146,462 $6.7M
22 Allen Mooney & Barnes Investment Advisors LLC 0.07% 10,920 $501K
23 Sowell Financial Services LLC 0.07% 39,671 $1.8M
24 Simmons Bank 0.07% 21,574 $990K
25 Y-Intercept (Hong Kong) Ltd 0.06% 69,561 $3.2M
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 — BANK OZK LITTLE ROCK ARK (OZK)

What does the Smart Money Trend signal show for OZK?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their OZK positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for OZK?

More sellers than buyers — 48% buying: Last quarter: 269 funds reduced or exited vs 244 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for OZK holders?

Elite ownership — 46% AUM from top-100 funds: 41 of 471 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in OZK. 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 OZK?

62% of holders stayed for 2+ years: 292 out of 471 hedge funds have held OZK 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.