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 %
PWM
376
Perigon Wealth Management
California
$554K -$43.5K -416 -7%
Pathstone Holdings
377
Pathstone Holdings
New Jersey
$547K +$59.2K +566 +12%
CCFM
378
Clear Creek Financial Management
Washington
$545K +$43K +411 +9%
Federated Hermes
379
Federated Hermes
Pennsylvania
$544K -$41.8M -399,899 -99%
BA
380
Bristlecone Advisors
Washington
$535K -$31.5K -301 -6%
MC
381
Maverick Capital
Texas
$513K +$513K +4,907 New
AIM
382
Achmea Investment Management
Netherlands
$513K
CIBC Asset Management
383
CIBC Asset Management
Ontario, Canada
$509K +$1.05K +10 +0.2%
AIA
384
Angeles Investment Advisors
California
$495K +$122K +1,169 +33%
HCA
385
Harbor Capital Advisors
Illinois
$486K -$317K -3,037 -40%
SWP
386
Stratos Wealth Partners
Ohio
$485K +$485K +4,633 New
EF
387
Empowered Funds
Pennsylvania
$485K +$35.5K +339 +8%
MIFH
388
Migdal Insurance & Financial Holdings
Israel
$474K -$1.59M -15,159 -77%
SW
389
SVB Wealth
Massachusetts
$465K -$18.3K -175 -4%
LOAMS
390
Lombard Odier Asset Management (Switzerland)
Switzerland
$464K +$464K +4,437 New
RS
391
Rakuten Securities
Japan
$459K +$29.5K +282 +7%
AAS
392
Avantax Advisory Services
Texas
$457K +$457K +4,373 New
CWA
393
CM Wealth Advisors
Ohio
$449K +$449K +4,560 New
MMA
394
Miracle Mile Advisors
California
$436K -$82.8K -791 -16%
NWMG
395
National Wealth Management Group
Ohio
$435K +$435K +4,155 New
BCM
396
BluePath Capital Management
Georgia
$434K -$101K -963 -19%
BL
397
Balentine LLC
Georgia
$429K -$6.91K -66 -2%
NA
398
NewEdge Advisors
Louisiana
$427K -$15.7K -150 -4%
FHA
399
Flagship Harbor Advisors
Massachusetts
$427K +$5.44K +52 +1%
S
400
SignatureFD
Georgia
$427K +$23K +220 +6%