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636 hedge funds and large institutions have $12.8B invested in Okta in 2024 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 271 increasing their positions, 200 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $739M | Put options by funds: $414M

36% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 200

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

1.53% more ownership

Funds ownership: 83.74%85.27% (+1.5%)

3% less funds holding

Funds holding: 654636 (-18)

8% less capital invested

Capital invested by funds: $13.9B → $12.8B (-$1.1B)

12% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 89

Holders
636
Holders Change
-18
Holders Change %
-2.75%
% of All Funds
9.19%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
78
Increased
271
Reduced
200
Closed
89
Calls
$739M
Puts
$414M
Net Calls
+$325M
Net Calls Change
-$8.78M
Name Holding Trade Value Shares
Change
Change in
Stake
LWP
301
LMG Wealth Partners
Louisiana
$1.14M +$129K +1,364 +13%
MSRPS
302
Maryland State Retirement & Pension System
Maryland
$1.12M
CCIA
303
Campbell & Co Investment Adviser
Maryland
$1.1M -$918K -9,692 -45%
EI
304
Ethic Inc
New York
$1.09M +$19.3K +204 +2%
AWS
305
Atria Wealth Solutions
New York
$1.07M +$467K +4,932 +75%
PFS
306
Prospera Financial Services
Texas
$1.07M -$181K -1,914 -14%
Creative Planning
307
Creative Planning
Kansas
$1.07M -$41.1K -434 -4%
BFEC
308
Benjamin F. Edwards & Company
Missouri
$1.06M -$15.1K -159 -1%
MPM
309
MBB Public Markets
Illinois
$1.06M +$1.07M +11,333 New
LNWWM
310
Laird Norton Wetherby Wealth Management
California
$1.06M +$485K +5,121 +83%
Franklin Resources
311
Franklin Resources
California
$1.04M -$757 -8 -0.1%
PIM
312
Plato Investment Management
Australia
$1.03M +$471K +4,979 +82%
TI
313
TrueMark Investments
Illinois
$1.03M -$531K -5,604 -34%
TC
314
TwinBeech Capital
New York
$1.03M -$21.2M -223,929 -95%
BBVA
315
Banco Bilbao Vizcaya Argentaria
Spain
$1.03M +$150K +1,580 +17%
SWM
316
Shelton Wealth Management
Texas
$1.02M +$1.03M +10,922 New
TI
317
Tidal Investments
Wisconsin
$1.01M +$513K +5,415 +100%
Corient Private Wealth
318
Corient Private Wealth
Florida
$924K -$91.2K -963 -9%
P
319
Pitcairn
Pennsylvania
$917K +$4.73K +50 +0.5%
GWM
320
Geneos Wealth Management
Colorado
$912K +$55.8K +589 +6%
KAS
321
Kestra Advisory Services
Texas
$905K +$138K +1,457 +17%
CBA
322
Coastal Bridge Advisors
Connecticut
$891K
HCMT
323
Highland Capital Management (Tennessee)
Tennessee
$882K -$177K -1,868 -17%
MFS
324
Mirabella Financial Services
United Kingdom
$877K +$887K +9,372 New
Bank of Nova Scotia
325
Bank of Nova Scotia
Ontario, Canada
$877K -$1.01M -10,700 -53%