We are live on ! Find out more
OKLO

Oklo

292 hedge funds and large institutions have $748M invested in Oklo in 2025 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 92 increasing their positions, 72 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 49

40% more call options, than puts

Call options by funds: $230M | Put options by funds: $164M

28% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 72

23% more funds holding

Funds holding: 238292 (+54)

9.1% less ownership

Funds ownership: 33.97%24.87% (-9.1%)

15% less capital invested

Capital invested by funds: $883M → $748M (-$135M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
292
Holders Change
+54
Holders Change %
+22.69%
% of All Funds
3.91%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
105
Increased
92
Reduced
72
Closed
49
Calls
$230M
Puts
$164M
Net Calls
+$66.1M
Net Calls Change
+$2.73M
Name Holding Trade Value Shares
Change
Change in
Stake
TSMHT
126
Thurston Springer Miller Herd & Titak
Indiana
$410K +$641K +18,961 New
BWP
127
Balboa Wealth Partners
Arizona
$410K -$231K -6,840 -27%
Capstone Investment Advisors
128
Capstone Investment Advisors
New York
$390K +$609K +18,020 New
WWM
129
WJ Wealth Management
Arizona
$389K -$119K -3,512 -16%
SOAMC
130
Spirit of America Management Corp
New York
$379K +$558K +16,500 +1,650%
JF
131
Joule Financial
Kentucky
$377K -$2.53M -75,014 -81%
Universal-Beteiligungs- und Servicegesellschaft
132
Universal-Beteiligungs- und Servicegesellschaft
Germany
$374K +$585K +17,300 New
PAS
133
Park Avenue Securities
New York
$374K +$584K +17,283 New
ASN
134
Advisory Services Network
Georgia
$370K +$578K +17,116 New
TL
135
Tradewinds LLC
North Carolina
$369K
Bank of New York Mellon
136
Bank of New York Mellon
New York
$358K +$559K +16,558 New
VPF
137
Vantage Point Financial
Illinois
$347K +$211K +6,253 +64%
SWM
138
StoneCrest Wealth Management
Arizona
$347K +$542K +16,052 New
MPI
139
Mairs & Power Inc
Minnesota
$345K +$52.7K +1,561 +11%
PGFC
140
Peapack-Gladstone Financial Corp
New Jersey
$342K +$142K +4,207 +36%
Bank of Montreal
141
Bank of Montreal
Ontario, Canada
$341K -$3.83M -113,427 -88%
NA
142
NewEdge Advisors
Louisiana
$339K +$330K +9,772 +166%
AAS
143
Avantax Advisory Services
Texas
$339K +$529K +15,659 New
QCM
144
Qsemble Capital Management
New York
$332K +$519K +15,365 New
TWM
145
TCFG Wealth Management
California
$332K -$198K -5,870 -28%
SFS
146
Sowell Financial Services
Arkansas
$330K +$26.4K +782 +5%
Janus Henderson Group
147
Janus Henderson Group
United Kingdom
$329K
JAM
148
JW Asset Management
Florida
$324K
CW
149
CreativeOne Wealth
Kansas
$304K +$474K +14,034 New
BCG
150
BayBridge Capital Group
California
$299K +$468K +13,840 New

OKLO Hedge Fund Activity: Q1 2025 in Review

292 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Oklo (OKLO) for Q1 2025, worth a combined $748M — down 15% from $883M a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new OKLO positions and 49 closed out — a net gain of 56 holders — while 92 added to existing stakes and 72 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $47M. The largest seller was Data Collective IV, exiting entirely with an estimated $112M sold.

  • 292 institutional investors held Oklo (OKLO) as of Q1 2025, up from 238 in Q4 2024.
  • Funds reported $748M of Oklo stock for Q1 2025, down 15% quarter-over-quarter.
  • 105 funds opened new Oklo positions in Q1 2025 and 49 closed out, a net change of +56 holders.
  • The largest Oklo buyer in Q1 2025 was Morgan Stanley, an estimated $47M added.
  • The largest Oklo seller in Q1 2025 was Data Collective IV, an estimated $112M sold.

Based on aggregated 13F filings for Q1 2025.