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OKLO

Oklo

680 hedge funds and large institutions have $5.37B invested in Oklo in 2025 Q4 according to their latest regulatory filings, with 186 funds opening new positions, 231 increasing their positions, 197 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 186 | Existing positions closed: 136

17% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 197

6% more funds holding

Funds holding: 639680 (+41)

3.97% more ownership

Funds ownership: 43.94%47.92% (+4%)

2% more call options, than puts

Call options by funds: $1.56B | Put options by funds: $1.53B

26% less capital invested

Capital invested by funds: $7.24B → $5.37B (-$1.87B)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
680
Holders Change
+41
Holders Change %
+6.42%
% of All Funds
8.27%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
186
Increased
231
Reduced
197
Closed
136
Calls
$1.56B
Puts
$1.53B
Net Calls
+$27.4M
Net Calls Change
-$184M
Name Holding Trade Value Shares
Change
Change in
Stake
BCG
351
BayBridge Capital Group
California
$418K -$290K -2,600 -31%
PWMG
352
Prestige Wealth Management Group
New Jersey
$417K -$140K -1,254 -18%
CIBC Private Wealth Group
353
CIBC Private Wealth Group
Georgia
$417K +$207K +1,858 +47%
UCFA
354
United Capital Financial Advisors
Texas
$417K +$445K +3,990 +220%
MC
355
Matisse Capital
Oregon
$416K -$1.56K -14 -0.2%
CBA
356
Coastal Bridge Advisors
Connecticut
$413K +$59.8K +536 +10%
JIC
357
Johnson Investment Counsel
Ohio
$412K -$342K -3,067 -35%
IWM
358
IHT Wealth Management
Illinois
$412K +$81.7K +733 +15%
AWA
359
Arkadios Wealth Advisors
Georgia
$407K +$395K +3,538 +166%
FNT
360
First National Trust
Pennsylvania
$405K
SB
361
Strategic Blueprint
Georgia
$405K -$503K -4,513 -44%
Verition Fund Management
362
Verition Fund Management
Connecticut
$400K -$2.14M -19,158 -77%
TRSOTSOK
363
Teachers Retirement System of the State of Kentucky
Kentucky
$399K +$620K +5,562 New
GC
364
Guggenheim Capital
Illinois
$399K -$130K -1,163 -17%
IAS
365
Insigneo Advisory Services
Florida
$395K +$53.5K +480 +10%
RA
366
REX Advisers
Connecticut
$395K +$613K +5,500 New
IA
367
IF Advisors
Texas
$394K +$613K +5,493 New
AWM
368
Apollon Wealth Management
South Carolina
$389K +$70.1K +629 +13%
CWM
369
Circle Wealth Management
New Jersey
$387K +$3.9K +35 +0.7%
EL
370
Essex LLC
Illinois
$384K +$95.2K +854 +19%
SSWM
371
Sheets Smith Wealth Management
North Carolina
$381K +$4.01K +36 +0.7%
G
372
Gainplan
Michigan
$374K +$45.1K +404 +8%
MIC
373
Means Investment Company
Maine
$373K -$64.6K -579 -10%
FAM
374
Formidable Asset Management
Ohio
$372K +$372K +3,334 New
TWPM
375
Total Wealth Planning & Management
Florida
$371K +$577K +5,175 New