OKLO

Oklo

287 hedge funds and large institutions have $745M invested in Oklo in 2025 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 90 increasing their positions, 71 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

9.12% less ownership

Funds ownership: 33.89%24.77% (-9.1%)

15% less capital invested

Capital invested by funds: $881M → $745M (-$136M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
287
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$230M
Puts
$164M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
251
CVA Family Office
Colorado
$4.33K
FDW
252
Fourth Dimension Wealth
Ohio
$4.33K
OP
253
ORG Partners
Indiana
$4.28K
TWC
254
TD Waterhouse Canada
Ontario, Canada
$3.85K
MSG
255
Main Street Group
Virginia
$3.66K
QCG
256
Quadrant Capital Group
Ohio
$3.44K
FUBT
257
First United Bank & Trust
Maryland
$3.25K
AWM
258
Activest Wealth Management
Florida
$2.6K
AIM
259
Anchor Investment Management
South Carolina
$2.38K
BONH
260
Bank of New Hampshire
New Hampshire
$2.16K
CIAS
261
CBIZ Investment Advisory Services
Ohio
$2.16K
SN
262
Sittner & Nelson
Oregon
$2.16K
HWM
263
Hemington Wealth Management
Virginia
$2K
ACM
264
Aster Capital Management
United Arab Emirates
$1.6K
SC
265
SouthState Corp
Florida
$1.49K
SWIM
266
Smallwood Wealth Investment Management
New Jersey
$1.19K
MMCM
267
Murphy & Mullick Capital Management
New York
$1.08K
EWA
268
EverSource Wealth Advisors
Alabama
$1.06K
LC
269
Lindbrook Capital
California
$887
PWA
270
Physician Wealth Advisors
Utah
$801
MEG
271
Millstone Evans Group
Colorado
$714
MAS
272
MPWM Advisory Solutions
Georgia
$671
CFP
273
Comprehensive Financial Planning
Pennsylvania
$648
SWC
274
Spectrum Wealth Counsel
Indiana
$541
SGC
275
Slocum, Gordon & Co
Rhode Island
$534