659 hedge funds and large institutions have $10.9B invested in Okta in 2024 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 233 increasing their positions, 213 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
659
Holders Change
+38
Holders Change %
+6.12%
% of All Funds
8.77%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.21%
New
137
Increased
233
Reduced
213
Closed
91
Calls
$637M
Puts
$523M
Net Calls
+$115M
Net Calls Change
-$143M
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
301
Carson Wealth (CWM LLC)
Nebraska
$1.25M +$1.02M +12,928 +447%
GAM
302
Gotham Asset Management
New York
$1.22M +$1.22M +15,488 New
LP
303
LB Partners
Virginia
$1.18M
RGI
304
River Global Investors
United Kingdom
$1.18M -$566K -7,176 -32%
SA
305
Sanctuary Advisors
Indiana
$1.17M +$113K +1,201 +11%
Lazard Asset Management
306
Lazard Asset Management
New York
$1.17M +$346K +4,387 +42%
CFG
307
Citizens Financial Group
Rhode Island
$1.15M -$214K -2,719 -16%
TC
308
Tairen Capital
Hong Kong
$1.15M -$31.5K -400 -3%
SMDAM
309
Sumitomo Mitsui DS Asset Management
Japan
$1.13M
CCP
310
Clarity Capital Partners
California
$1.12M -$29.7K -377 -3%
YDMI
311
Y.D. More Investments
Israel
$1.11M -$18.1K -230 -2%
Mackenzie Financial
312
Mackenzie Financial
Ontario, Canada
$1.1M -$394K -4,995 -26%
VRM
313
Vectors Research Management
New York
$1.08M -$185K -2,351 -15%
Daiwa Securities Group
314
Daiwa Securities Group
Japan
$1.06M -$215K -2,730 -17%
Thrivent Financial for Lutherans
315
Thrivent Financial for Lutherans
Minnesota
$1.04M -$436K -5,542 -30%
Janus Henderson Group
316
Janus Henderson Group
United Kingdom
$1.03M -$96.7K -1,227 -9%
Truist Financial
317
Truist Financial
North Carolina
$1.01M -$3.45M -43,736 -77%
DTL
318
Dynamic Technology Lab
Singapore
$1.01M -$1.13M -14,400 -53%
PL
319
Perpetual Ltd
Australia
$1M +$1M +12,735 New
BM
320
Brandywine Managers
Delaware
$1,000K
Two Sigma Advisers
321
Two Sigma Advisers
New York
$985K +$985K +12,500 New
AMG
322
Advisors Management Group
Wisconsin
$967K +$40.5K +514 +4%
GIBU
323
Gulf International Bank (UK)
United Kingdom
$956K -$8.82K -112 -0.9%
Wealth Enhancement Advisory Services
324
Wealth Enhancement Advisory Services
Minnesota
$956K +$329K +4,171 +52%
BBVA
325
Banco Bilbao Vizcaya Argentaria
Spain
$922K +$425K +5,339 +85%