650 hedge funds and large institutions have $13.9B invested in Okta in 2024 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 241 increasing their positions, 206 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
+36
Holders Change %
+5.86%
% of All Funds
9.42%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.25%
New
105
Increased
241
Reduced
206
Closed
62
Calls
$773M
Puts
$439M
Net Calls
+$334M
Net Calls Change
-$226M
Name Holding Trade Value Shares
Change
Shares
Change %
P8IP
351
Pier 88 Investment Partners
California
$658K +$226K +2,160 +52%
XT
352
XTX Topco
Cayman Islands
$651K +$397K +3,792 +156%
HF
353
HRT Financial
New York
$648K +$648K +6,195 New
RWM
354
Rockline Wealth Management
New York
$647K +$119K +1,136 +22%
GLA
355
Great Lakes Advisors
Illinois
$646K +$1.88K +18 +0.3%
LNWWM
356
Laird Norton Wetherby Wealth Management
California
$644K +$4.81K +46 +0.8%
IAA
357
Independent Advisor Alliance
North Carolina
$637K +$42.3K +404 +7%
PIM
358
Plato Investment Management
Australia
$632K +$541K +5,172 +594%
SFG
359
Synergy Financial Group
California
$632K +$13.9K +133 +2%
SCP
360
Sender Company & Partners
New York
$631K +$631K +6,036 New
PNC Financial Services Group
361
PNC Financial Services Group
Pennsylvania
$628K -$175K -1,668 -22%
ASN
362
Advisory Services Network
Georgia
$624K +$6.49K +62 +1%
Capstone Investment Advisors
363
Capstone Investment Advisors
New York
$621K +$54K +516 +10%
MOACM
364
Mutual of America Capital Management
New York
$604K
CC
365
Corton Capital
Ontario, Canada
$600K -$39.9K -381 -6%
Comerica Bank
366
Comerica Bank
Texas
$593K -$8.81M -84,196 -94%
Aviva
367
Aviva
United Kingdom
$589K -$1.36K -13 -0.2%
RK
368
Rather & Kittrell
Tennessee
$589K
Northwestern Mutual Wealth Management
369
Northwestern Mutual Wealth Management
Wisconsin
$585K -$6.59K -63 -1%
VI
370
Versor Investments
New York
$580K -$25.2K -241 -4%
BZWA
371
Blue Zone Wealth Advisors
California
$568K +$30.4K +291 +6%
TI
372
Tidal Investments
Wisconsin
$565K +$76.8K +734 +16%
BAAM
373
Baker Avenue Asset Management
California
$565K +$305 +284 +0.1%
Twin Tree Management
374
Twin Tree Management
Texas
$558K +$558K +5,337 New
SPS
375
Susquehanna Portfolio Strategies
Pennsylvania
$554K