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Okta
OKTA

Overview Fund Activity

630 hedge funds and large institutions have $12.8B invested in Okta in 2024 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 269 increasing their positions, 197 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
630
Holders Change
-20
Holders Change %
-3.08%
% of All Funds
9.16%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
77
Increased
269
Reduced
197
Closed
89
Calls
$739M
Puts
$414M
Net Calls
+$325M
Net Calls Change
-$8.79M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.59B
2
Marshall Wace
Marshall Wace
United Kingdom
$213M
3
Citadel Advisors
Citadel Advisors
Florida
$130M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.55B
5
ACM
Alua Capital Management
New York
$70.5M

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
$370M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$125M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$551K
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
$0
5
SHCM
Sachem Head Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
426
MCF Advisors
Kentucky
$284K – – –
AC
427
AWM Capital
Arizona
$283K – – –
IWA
428
Inspirion Wealth Advisors
Illinois
$282K – – –
MGP
429
Metis Global Partners
California
$278K +$1.12K +12 +0.4%
Baird Financial Group
430
Baird Financial Group
Wisconsin
$278K +$5.8K +62 +2%
N
431
Natixis
France
$277K -$11.7K -125 -4%
GIA
432
Gladstone Institutional Advisory
Florida
$276K +$276K +2,947 New
Comerica Bank
433
Comerica Bank
Texas
$276K -$255K -2,725 -48%
AI
434
Atria Investments
North Carolina
$275K +$275K +2,941 New
UCFA
435
United Capital Financial Advisors
Texas
$275K -$4.03K -43 -1%
Carson Wealth (CWM LLC)
436
Carson Wealth (CWM LLC)
Nebraska
$272K +$13.7K +147 +5%
AWA
437
Aaron Wealth Advisors
Illinois
$269K +$62K +662 +30%
CG
438
Caprock Group
Idaho
$267K +$12.1K +129 +5%
TC
439
Truvestments Capital
Florida
$266K +$34.8K +372 +15%
O
440
Ossiam
France
$253K +$9.64K +103 +4%
CT
441
Chicago Trust
Illinois
$253K +$57.9K +619 +30%
BCV
442
Banque Cantonale Vaudoise
Switzerland
$251K -$24.1K -257 -9%
CP
443
Creekside Partners
California
$250K +$250K +2,666 New
RS
444
Rakuten Securities
Japan
$249K -$162K -1,731 -39%
SI
445
Stephens Inc
Arkansas
$247K +$32.2K +344 +15%
KWA
446
Kingswood Wealth Advisors
California
$246K +$27.9K +298 +13%
GGS
447
Galvin Gaustad & Stein
Arizona
$239K +$18.7K +200 +9%
MFAM
448
Motley Fool Asset Management
Virginia
$238K -$8.7K -92 -4%
ISWM
449
Independent Solutions Wealth Management
New York
$233K +$4.03K +43 +2%
BJL
450
Brighton Jones LLC
Washington
$232K -$142K -1,516 -38%
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