OKLO

Oklo

477 hedge funds and large institutions have $3.03B invested in Oklo in 2025 Q2 according to their latest regulatory filings, with 239 funds opening new positions, 132 increasing their positions, 72 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

66% more funds holding

Funds holding: 287477 (+190)

13.95% more ownership

Funds ownership: 24.77%38.71% (+14%)

16% less call options, than puts

Call options by funds: $763M | Put options by funds: $912M

Holders
477
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$763M
Puts
$912M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PIA
276
Powell Investment Advisors
Florida
$377K
WE
277
Wealth Effects
Massachusetts
$376K
SFG
278
Sovereign Financial Group
Connecticut
$374K
PA
279
PFG Advisors
Arizona
$358K
NFG
280
Nations Financial Group
Iowa
$354K
DWM
281
Diversify Wealth Management
Utah
$350K
SCM
282
SCS Capital Management
Massachusetts
$349K
WI
283
Westbourne Investments
Virginia
$347K
DFCM
284
Dark Forest Capital Management
Puerto Rico
$343K
CWM
285
Circle Wealth Management
New Jersey
$337K
PL
286
Plancorp LLC
Missouri
$337K
EFS
287
Essex Financial Services
Connecticut
$336K
CGA
288
Crescent Grove Advisors
Illinois
$335K
Envestnet Asset Management
289
Envestnet Asset Management
Illinois
$329K
SC
290
Savant Capital
Illinois
$326K
AA
291
Ancora Advisors
Ohio
$325K
BRWA
292
B. Riley Wealth Advisors
Florida
$323K
US Bancorp
293
US Bancorp
Minnesota
$323K
IWM
294
IHT Wealth Management
Illinois
$322K
FNT
295
First National Trust
Pennsylvania
$316K
CM
296
CastleKnight Management
New York
$314K
SWA
297
Strategies Wealth Advisors
Michigan
$313K
IC
298
Inscription Capital
Texas
$308K
CWM
299
Cornerstone Wealth Management
Missouri
$307K
MC
300
Moors & Cabot
Massachusetts
$300K