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 %
FDW
401
Fourth Dimension Wealth
Ohio
$25.2K +$14K +250 +125%
CSC
402
Caldwell Sutter Capital
California
$24.7K +$24.7K +441 New
PTC
403
Private Trust Company
Ohio
$24.6K +$24.6K +440 New
BMC
404
Bear Mountain Capital
Washington
$24.1K +$3.45K +50 +17%
WOSD
405
WFA of San Diego
California
$22.4K +$22.4K +400 New
SIC
406
Salem Investment Counselors
North Carolina
$19.6K +$5.6K +100 +40%
DWA
407
Delos Wealth Advisors
Texas
$19.6K +$19.6K +350 New
CPG
408
Cornerstone Planning Group
New Jersey
$18.6K
CW
409
Curio Wealth
Maryland
$17.4K +$17.4K +310 New
CAM
410
Costello Asset Management
Pennsylvania
$16.8K +$16.8K +300 New
NS
411
NBC Securities
Alabama
$16K
SIS
412
Sound Income Strategies
Florida
$15.7K
HNB
413
Huntington National Bank
Ohio
$14.1K
MBFW
414
Morton Brown Family Wealth
Pennsylvania
$14K +$14K +250 New
HWA
415
HHM Wealth Advisors
Tennessee
$13.1K
GA
416
GoalVest Advisory
New York
$11.4K +$11.4K +204 New
RF
417
Rossby Financial
Florida
$11.2K +$11.2K +200 New
TWC
418
TD Waterhouse Canada
Ontario, Canada
$10.9K +$2.07K +40 +23%
DWM
419
Dogwood Wealth Management
Kansas
$10.8K +$10.8K +202 New
TFM
420
TFC Financial Management
Massachusetts
$10.6K +$10.6K +190 New
CA
421
CoreCap Advisors
Michigan
$10.1K -$193K -3,448 -95%
CTWM
422
Cherry Tree Wealth Management
Minnesota
$8.63K -$4.09K -73 -32%
FUBT
423
First United Bank & Trust
Maryland
$8.4K
CI Investments Inc
424
CI Investments Inc
Ontario, Canada
$7K +$7K +117 New
AEPWM
425
Atlantic Edge Private Wealth Management
Florida
$7K +$7K +125 New