OKLO

Oklo

287 hedge funds and large institutions have $745M invested in Oklo in 2025 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 90 increasing their positions, 71 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

9.12% less ownership

Funds ownership: 33.89%24.77% (-9.1%)

15% less capital invested

Capital invested by funds: $881M → $745M (-$136M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
287
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$230M
Puts
$164M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
126
WJ Wealth Management
Arizona
$389K
SOAMC
127
Spirit of America Management Corp
New York
$379K
JF
128
Joule Financial
Kentucky
$377K
Universal-Beteiligungs- und Servicegesellschaft
129
Universal-Beteiligungs- und Servicegesellschaft
Germany
$374K
PAS
130
Park Avenue Securities
New York
$374K
ASN
131
Advisory Services Network
Georgia
$370K
TL
132
Tradewinds LLC
North Carolina
$369K
Bank of New York Mellon
133
Bank of New York Mellon
New York
$358K
VPF
134
Vantage Point Financial
Illinois
$347K
SWM
135
StoneCrest Wealth Management
Arizona
$347K
MPI
136
Mairs & Power Inc
Minnesota
$345K
PGFC
137
Peapack-Gladstone Financial Corp
New Jersey
$342K
Bank of Montreal
138
Bank of Montreal
Ontario, Canada
$341K
NA
139
NewEdge Advisors
Louisiana
$339K
AAS
140
Avantax Advisory Services
Texas
$339K
QCM
141
Qsemble Capital Management
New York
$332K
TWM
142
TCFG Wealth Management
California
$332K
SFS
143
Sowell Financial Services
Arkansas
$330K
Janus Henderson Group
144
Janus Henderson Group
United Kingdom
$329K
JAM
145
JW Asset Management
Florida
$324K
CW
146
CreativeOne Wealth
Kansas
$304K
BCG
147
BayBridge Capital Group
California
$299K
KFS
148
Kaizen Financial Strategies
California
$292K
IF
149
Intrua Financial
Texas
$289K
M
150
MATAURO
New York
$288K