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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
AB
326
Amalgamated Bank
New York
$875K +$43.6K +461 +5%
PA
327
Profund Advisors
Maryland
$837K -$445K -4,700 -34%
AMG
328
Advisors Management Group
Wisconsin
$832K +$841K +8,887 New
BIAS
329
Beacon Investment Advisory Services
New Jersey
$830K -$85.2K -900 -9%
DACG
330
Donor Advised Charitable Giving
California
$821K
CWM
331
CIBC World Markets
New York
$808K +$205K +2,162 +33%
Two Sigma Investments
332
Two Sigma Investments
New York
$786K -$31.5M -332,432 -98%
YC
333
Yarbrough Capital
Tennessee
$760K
Wealth Enhancement Advisory Services
334
Wealth Enhancement Advisory Services
Minnesota
$754K -$111K -1,176 -13%
PAWA
335
Palo Alto Wealth Advisors
California
$752K -$179K -1,893 -19%
TCM
336
Teza Capital Management
Illinois
$738K +$746K +7,885 New
Pathstone Holdings
337
Pathstone Holdings
New Jersey
$728K +$242K +2,553 +49%
Tudor Investment Corp
338
Tudor Investment Corp
Connecticut
$727K -$4.93M -52,126 -87%
SG Americas Securities
339
SG Americas Securities
New York
$717K -$5.99M -63,238 -89%
XT
340
XTX Topco
Cayman Islands
$705K +$124K +1,309 +21%
PWM
341
Prosperity Wealth Management
California
$703K +$711K +7,505 New
Manulife (Manufacturers Life Insurance)
342
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$701K +$4.64K +49 +0.7%
CL
343
Choreo LLC
Illinois
$692K +$434K +4,580 +167%
CAPTRUST Financial Advisors
344
CAPTRUST Financial Advisors
North Carolina
$690K +$18.5K +195 +3%
PTC
345
Petrus Trust Company
Texas
$683K +$91.3K +964 +15%
AT
346
American Trust
Kentucky
$667K +$366K +3,865 +119%
Janney Montgomery Scott
347
Janney Montgomery Scott
Pennsylvania
$658K +$1.23K +13 +0.2%
AAS
348
Ameritas Advisory Services
Nebraska
$657K -$13.7K -145 -2%
GLA
349
Great Lakes Advisors
Illinois
$653K +$76.5K +808 +13%
DADC
350
D.A. Davidson & Co
Montana
$640K +$314K +3,312 +94%