Oak Woods Acquisition Corporation

OAKU • NASDAQ

Oak Woods Acquisition Corporation is a shell companies company in the financial services sector on NASDAQ, led by Lixin Zheng, with a market cap of $64.6M. As of Q3 2025, 42% of shares are held by 15 institutional investors, with Vivaldi Asset Management, LLC as the largest holder at 9.82%.

Chief Executive OfficerLixin Zheng

Market Cap$64.6M

Shell Companies

Financial Services

Websiteoakwoodsacquisition.com

Country

United States of America

Overview

Overview of institutional ownership in OAKU as of Q3 2025 with a market cap of $64.3M

All Institutions

Institutions: 15
Value Held: $26.7M
Shares Held: 2.2M
Avg Position: $1.8M
Median Position: $1.3M

Hedge Funds

Hedge Funds: 7
Value Held: $9.7M
Shares Held: 804.4K
Avg Position: $1.4M
Median Position: $1.3M

Ownership Breakdown

Institutional (non-HF)

26.58%

$17.1M

Hedge Funds

15.02%

$9.7M

Retail & Other

58.41%

$37.6M

Based on market cap of $64.3M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in OAKU as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
Vivaldi Asset Management, LLC Fund of Funds	Michael Dillon Peck CEO	$6.4M 0.42% of portfolio	9.82% 526.1K shares	Q2 2023 Held for 2y 5m	$1.5B
K Karpus Management, Inc. Institution	-	$4.2M 0.13% of portfolio	6.52% 349.3K shares	Q2 2023 Held for 2y 5m	$3.1B
Meteora Capital, LLC Hedge Fund•Event Driven	Vikas K Mittal Managing Partner	$3.6M 0.48% of portfolio	5.65% 302.8K shares	Q2 2024 Held for 1y 5m	$752.0M
BERKLEY W R CORP Institution	W. Robert Berkley, Jr. CEO	$3.6M 0.24% of portfolio	5.61% 300.4K shares	Q3 2023 Held for 2y 2m	$1.5B
CNH PARTNERS LLC Hedge Fund•Multi-Strategy	Herbert James Willcox CCO	$1.8M 0.07% of portfolio	2.84% 151.9K shares	Q2 2023 Held for 2y 5m	$2.7B
Y Yakira Capital Management, Inc. Hedge Fund•Event Driven	Bruce Mitchell Kallins President	$1.4M 0.59% of portfolio	2.24% 120.0K shares	Q3 2024 Held for 1y 2m	$243.3M
C Crossingbridge Advisors, LLC Long Only Manager	Jonathan Seth Barkoe CFO	$1.4M 1.84% of portfolio	2.10% 112.6K shares	Q1 2024 Held for 1y 8m	$73.8M
Hudson Bay Capital Management LP Hedge Fund•Multi-Strategy	Sander Ross Gerber CEO	$1.3M 0.01% of portfolio	1.96% 105.0K shares	Q2 2023 Held for 2y 5m	$14.7B
Polar Securities Inc. Hedge Fund•Multi-Strategy	Richard Gregory Lemaich CEO	$901.8K 0.03% of portfolio	1.40% 75.0K shares	Q3 2023 Held for 2y 2m	$3.4B
Q Quarry LP Institution	-	$886.8K 0.24% of portfolio	1.38% 73.9K shares	Q2 2024 Held for 1y 5m	$369.0M

Net Capital Flow

Institutional buying and selling activity for OAKU in Q3 2025

Traded: −$7.9M
Buyers: 3
Sellers: 8
Total Bought: +$1.4M
Total Sold: −$9.3M
Avg Position: $1.5M

Biggest Buyers

Institution	Net Bought	Current Position
C Crossingbridge Advisors, LLC Long Only Manager	+$1.3M +111.1K shares	$1.4M 112.6K shares
Westchester Capital Management, LLC Hedge Fund•Merger Arb	+$100.8K +8.4K shares	$100.8K 8.4K shares
MORGAN STANLEY RIA/Wealth	+$60.0 +5.0 shares	$276.0 23.0 shares

Biggest Sellers

Institution	Net Sold	Current Position
WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$4.0M −336.5K shares	Sold Off 0 shares
TORONTO DOMINION BANK Institution	−$2.7M −229.0K shares	Sold Off 0 shares
Meteora Capital, LLC Hedge Fund•Event Driven	−$1.5M −125.0K shares	$3.6M 302.8K shares
K Karpus Management, Inc. Institution	−$690.0K −57.5K shares	$4.2M 349.3K shares
B BCK CAPITAL MANAGEMENT LP Hedge Fund•Event Driven	−$434.5K −37.1K shares	Sold Off 0 shares
CNH PARTNERS LLC Hedge Fund•Multi-Strategy	−$16.3K −1.4K shares	$1.8M 151.9K shares
UBS Group AG Institution	−$5.0K −419.0 shares	$31.0K 2.6K shares
W Warberg Asset Management LLC Hedge Fund•Multi-Strategy	−$1.4K −118.0 shares	$495.7K 41.3K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited OAKU in Q3 2025

New Positions: 0
New Value: -
Exited Positions: 3
Exited Value: $7.1M

New Positions

Institution	Position Value
No new positions found

Exited Positions

Institution	Previous Position
WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	$4.0M 336.5K shares
TORONTO DOMINION BANK Institution	$2.7M 229.0K shares
B BCK CAPITAL MANAGEMENT LP Hedge Fund•Event Driven	$434.5K 37.1K shares

Options Activity

Institutions with the largest Call and Put options positions in OAKU as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with OAKU as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
C Crossingbridge Advisors, LLC Long Only Manager	Jonathan Seth Barkoe CFO	1.84% $1.4M	2.10% 112.6K shares	Q1 2024 Held for 1y 8m	$73.8M
W Warberg Asset Management LLC Hedge Fund•Multi-Strategy	Jonathan Alan Blumberg Managing Partner	0.98% $495.7K	0.77% 41.3K shares	Q2 2023 Held for 2y 5m	$50.4M
Y Yakira Capital Management, Inc. Hedge Fund•Event Driven	Bruce Mitchell Kallins President	0.59% $1.4M	2.24% 120.0K shares	Q3 2024 Held for 1y 2m	$243.3M
Meteora Capital, LLC Hedge Fund•Event Driven	Vikas K Mittal Managing Partner	0.48% $3.6M	5.65% 302.8K shares	Q2 2024 Held for 1y 5m	$752.0M
Vivaldi Asset Management, LLC Fund of Funds	Michael Dillon Peck CEO	0.42% $6.4M	9.82% 526.1K shares	Q2 2023 Held for 2y 5m	$1.5B
BERKLEY W R CORP Institution	W. Robert Berkley, Jr. CEO	0.24% $3.6M	5.61% 300.4K shares	Q3 2023 Held for 2y 2m	$1.5B
Q Quarry LP Institution	-	0.24% $886.8K	1.38% 73.9K shares	Q2 2024 Held for 1y 5m	$369.0M
K Karpus Management, Inc. Institution	-	0.13% $4.2M	6.52% 349.3K shares	Q2 2023 Held for 2y 5m	$3.1B
CNH PARTNERS LLC Hedge Fund•Multi-Strategy	Herbert James Willcox CCO	0.07% $1.8M	2.84% 151.9K shares	Q2 2023 Held for 2y 5m	$2.7B
Polar Securities Inc. Hedge Fund•Multi-Strategy	Richard Gregory Lemaich CEO	0.03% $901.8K	1.40% 75.0K shares	Q3 2023 Held for 2y 2m	$3.4B

Hedge Fund Spotlight

Discover hedge funds investing in OAKU

Westchester Capital Management, LLC

Hedge Fund • Merger Arb

Portfolio ManagerGeorge Robert Aylward

Portfolio Value: $1.8B
Positions: 177
Last Reported: Q3 2025

Sector Allocation

Position in Oak Woods Acquisition Corporation

Market Value: $100.8K
Shares Held: 8.4K
Portfolio Weight: 0.01%
Owned Since: 2025-Q3

Top Holding	Sector	Market Value	Weight
1 Mr. Cooper Group Inc. COOP	Financial - Mortgages Financial Services	$155.2M	8.52%
2 Kellanova K	Packaged Foods Consumer Defensive	$139.5M	7.66%
3 CyberArk Software CYBR	Software - Infrastructure Technology	$134.3M	7.38%