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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
CIBC Asset Management
376
CIBC Asset Management
Ontario, Canada
$502K +$47.1K +498 +10%
OP
377
ORG Partners
Indiana
$497K +$486K +5,136 +4,142%
PP
378
Pingora Partners
Wyoming
$495K +$149K +1,575 +42%
CCFM
379
Clear Creek Financial Management
Washington
$492K +$4.26K +45 +0.9%
TCM
380
Triumph Capital Management
Colorado
$489K +$194K +2,050 +65%
Lazard Asset Management
381
Lazard Asset Management
New York
$486K +$231K +2,438 +88%
PWM
382
Perigon Wealth Management
California
$481K -$15.4K -163 -3%
HCA
383
Harbor Capital Advisors
Illinois
$479K +$44K +465 +10%
SWP
384
Stratos Wealth Partners
Ohio
$462K +$28.3K +299 +6%
AIA
385
Angeles Investment Advisors
California
$461K +$18.6K +197 +4%
SA
386
Sanctuary Advisors
Indiana
$460K +$471K +4,979 New
BA
387
Bristlecone Advisors
Washington
$458K -$21K -222 -4%
DTL
388
Dynamic Technology Lab
Singapore
$441K +$446K +4,708 New
AWA
389
Arete Wealth Advisors
Illinois
$421K +$426K +4,503 New
GPGA
390
Grandeur Peak Global Advisors
Utah
$420K +$425K +4,487 New
SW
391
SVB Wealth
Massachusetts
$413K -$3.12K -33 -0.7%
FRA
392
Frank Rimerman Advisors
California
$411K +$70.7K +747 +20%
BMSSC
393
B. Metzler seel. Sohn & Co
Germany
$386K +$18.5K +195 +5%
MMA
394
Miracle Mile Advisors
California
$380K -$9.47K -100 -2%
WPW
395
Waldron Private Wealth
Pennsylvania
$379K -$2.46K -26 -0.6%
BCM
396
BluePointe Capital Management
California
$376K +$1.32K +14 +0.3%
MWM
397
Mission Wealth Management
California
$372K -$1.51K -16 -0.4%
CB
398
Commerce Bank
Missouri
$372K +$10.5K +111 +3%
VAS
399
Vestmark Advisory Solutions
Massachusetts
$371K -$1.23K -13 -0.3%
NA
400
NewEdge Advisors
Louisiana
$369K -$13.3K -140 -3%