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OKLO

Oklo

292 hedge funds and large institutions have $748M invested in Oklo in 2025 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 92 increasing their positions, 72 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 49

40% more call options, than puts

Call options by funds: $230M | Put options by funds: $164M

28% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 72

23% more funds holding

Funds holding: 238292 (+54)

9.1% less ownership

Funds ownership: 33.97%24.87% (-9.1%)

15% less capital invested

Capital invested by funds: $883M → $748M (-$135M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
292
Holders Change
+54
Holders Change %
+22.69%
% of All Funds
3.91%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
105
Increased
92
Reduced
72
Closed
49
Calls
$230M
Puts
$164M
Net Calls
+$66.1M
Net Calls Change
+$2.73M
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
251
Huntington National Bank
Ohio
$5.45K +$8.52K +252 New
SIC
252
Salem Investment Counselors
North Carolina
$5.41K
CPG
253
Cornerstone Planning Group
New Jersey
$5.17K -$68 -2 -0.9%
HWA
254
HHM Wealth Advisors
Tennessee
$5.06K +$7.91K +234 New
CTWM
255
Cherry Tree Wealth Management
Minnesota
$4.91K +$7.67K +227 New
CFO
256
CVA Family Office
Colorado
$4.33K +$6.76K +200 New
FDW
257
Fourth Dimension Wealth
Ohio
$4.33K +$6.76K +200 New
OP
258
ORG Partners
Indiana
$4.28K +$7.1K +210 New
TWC
259
TD Waterhouse Canada
Ontario, Canada
$3.85K -$36.6K -1,083 -86%
MSG
260
Main Street Group
Virginia
$3.66K +$338 +10 +6%
QCG
261
Quadrant Capital Group
Ohio
$3.44K +$5.37K +159 New
FUBT
262
First United Bank & Trust
Maryland
$3.25K +$2.53K +75 +100%
AWM
263
Activest Wealth Management
Florida
$2.6K
AIM
264
Anchor Investment Management
South Carolina
$2.38K +$3.72K +110 New
BONH
265
Bank of New Hampshire
New Hampshire
$2.16K +$3.38K +100 New
CIAS
266
CBIZ Investment Advisory Services
Ohio
$2.16K +$3.38K +100 New
SN
267
Sittner & Nelson
Oregon
$2.16K +$3.38K +100 New
HWM
268
Hemington Wealth Management
Virginia
$2K +$3.38K +100 New
ACM
269
Aster Capital Management
United Arab Emirates
$1.6K +$1.62K +48 New
SC
270
SouthState Corp
Florida
$1.49K +$2.33K +69 New
SWIM
271
Smallwood Wealth Investment Management
New Jersey
$1.19K +$1.86K +55 New
MMCM
272
Murphy & Mullick Capital Management
New York
$1.08K +$1.69K +50 New
EWA
273
EverSource Wealth Advisors
Alabama
$1.06K +$777 +23 +88%
LC
274
Lindbrook Capital
California
$887 +$1.39K +41 New
PWA
275
Physician Wealth Advisors
Utah
$801 +$1.25K +37 New

OKLO Hedge Fund Activity: Q1 2025 in Review

292 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Oklo (OKLO) for Q1 2025, worth a combined $748M — down 15% from $883M a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new OKLO positions and 49 closed out — a net gain of 56 holders — while 92 added to existing stakes and 72 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $47M. The largest seller was Data Collective IV, exiting entirely with an estimated $112M sold.

  • 292 institutional investors held Oklo (OKLO) as of Q1 2025, up from 238 in Q4 2024.
  • Funds reported $748M of Oklo stock for Q1 2025, down 15% quarter-over-quarter.
  • 105 funds opened new Oklo positions in Q1 2025 and 49 closed out, a net change of +56 holders.
  • The largest Oklo buyer in Q1 2025 was Morgan Stanley, an estimated $47M added.
  • The largest Oklo seller in Q1 2025 was Data Collective IV, an estimated $112M sold.

Based on aggregated 13F filings for Q1 2025.