We are live on ! Find out more

605 hedge funds and large institutions have $10.9B invested in Okta in 2022 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 241 increasing their positions, 199 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more funds holding in top 10

Funds holding in top 10: 1823 (+5)

21% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 199

0.58% less ownership

Funds ownership: 80.77%80.19% (-0.58%)

12% less funds holding

Funds holding: 684605 (-79)

25% less call options, than puts

Call options by funds: $560M | Put options by funds: $743M

39% less capital invested

Capital invested by funds: $18B → $10.9B (-$7.05B)

48% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 148

Holders
605
Holders Change
-79
Holders Change %
-11.55%
% of All Funds
10.19%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.39%
New
77
Increased
241
Reduced
199
Closed
148
Calls
$560M
Puts
$743M
Net Calls
-$183M
Net Calls Change
+$173M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
351
Perigon Wealth Management
California
$519K +$154K +1,423 +33%
CWA
352
Canvas Wealth Advisors
Kansas
$511K -$958K -8,871 -61%
BRWA
353
B. Riley Wealth Advisors
Florida
$510K -$964K -8,923 -61%
Wealthfront Advisers
354
Wealthfront Advisers
California
$508K +$398K +3,682 +190%
CBA
355
Coastal Bridge Advisors
Connecticut
$505K
DIM
356
DC Investments Management
Virginia
$505K +$604K +5,590 New
NIM
357
NuWave Investment Management
New Jersey
$498K +$476K +4,406 +399%
GWM
358
Geneos Wealth Management
Colorado
$490K +$7.56K +70 +1%
AP
359
AtonRa Partners
Switzerland
$486K -$3.78K -35 -0.6%
GSC
360
Ground Swell Capital
South Carolina
$485K +$580K +5,367 New
KAS
361
Kestra Advisory Services
Texas
$482K -$395K -3,659 -41%
KA
362
Kovack Advisors
Florida
$481K -$27.4K -254 -5%
Cetera Investment Advisers
363
Cetera Investment Advisers
Illinois
$477K -$637K -5,895 -53%
NA
364
NewEdge Advisors
Louisiana
$476K +$569K +5,266 New
FAM
365
Fred Alger Management
New York
$476K +$569K +5,267 New
CCMG
366
Clark Capital Management Group
Pennsylvania
$473K +$565K +5,235 New
ARG
367
Advisory Resource Group
Oklahoma
$472K +$307K +2,842 +119%
VRM
368
Vectors Research Management
New York
$467K -$16.6K -154 -3%
AIM
369
Achmea Investment Management
Netherlands
$462K
TCM
370
Teza Capital Management
Illinois
$462K +$301K +2,788 +120%
GIM
371
Growth Interface Management
Florida
$452K -$8.64M -80,000 -94%
LIP
372
Liontrust Investment Partners
United Kingdom
$452K -$5.72M -53,000 -91%
TMC
373
Trellus Management Company
Florida
$452K
HC
374
HNP Capital
New York
$449K -$8.64K -80 -2%
Pacer Advisors
375
Pacer Advisors
Pennsylvania
$441K +$527K +4,882 New