OKLO

Oklo

471 hedge funds and large institutions have $3.02B invested in Oklo in 2025 Q2 according to their latest regulatory filings, with 233 funds opening new positions, 132 increasing their positions, 72 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
471
Holders Change
+183
Holders Change %
+63.54%
% of All Funds
6.32%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.09%
New
233
Increased
132
Reduced
72
Closed
43
Calls
$763M
Puts
$912M
Net Calls
-$149M
Net Calls Change
-$215M
Name Holding Trade Value Shares
Change
Shares
Change %
NFG
276
Nations Financial Group
Iowa
$354K +$354K +6,323 New
DWM
277
Diversify Wealth Management
Utah
$350K +$350K +4,455 New
SCM
278
SCS Capital Management
Massachusetts
$349K +$349K +6,241 New
WI
279
Westbourne Investments
Virginia
$347K +$347K +6,200 New
DFCM
280
Dark Forest Capital Management
Puerto Rico
$343K +$343K +6,132 New
CWM
281
Circle Wealth Management
New Jersey
$337K +$337K +6,020 New
PL
282
Plancorp LLC
Missouri
$337K +$337K +6,016 New
EFS
283
Essex Financial Services
Connecticut
$336K +$336K +6,008 New
CGA
284
Crescent Grove Advisors
Illinois
$335K +$335K +5,988 New
Envestnet Asset Management
285
Envestnet Asset Management
Illinois
$329K +$329K +5,870 New
SC
286
Savant Capital
Illinois
$326K +$326K +5,819 New
AA
287
Ancora Advisors
Ohio
$325K
BRWA
288
B. Riley Wealth Advisors
Florida
$323K +$323K +5,765 New
US Bancorp
289
US Bancorp
Minnesota
$323K +$187K +3,331 +137%
IWM
290
IHT Wealth Management
Illinois
$322K +$322K +5,759 New
FNT
291
First National Trust
Pennsylvania
$316K +$316K +5,650 New
CM
292
CastleKnight Management
New York
$314K -$1.67M -29,900 -84%
SWA
293
Strategies Wealth Advisors
Michigan
$313K +$313K +5,596 New
IC
294
Inscription Capital
Texas
$308K +$308K +5,508 New
CWM
295
Cornerstone Wealth Management
Missouri
$307K +$307K +5,475 New
MC
296
Moors & Cabot
Massachusetts
$300K +$300K +5,361 New
CRC
297
Curi RMB Capital
Illinois
$298K +$298K +5,326 New
MA
298
Mutual Advisors
Nebraska
$296K +$296K +3,924 New
WMP
299
Wealth Management Partners
Arizona
$296K +$296K +5,285 New
SSWM
300
Sheets Smith Wealth Management
North Carolina
$296K +$296K +5,278 New