We are live on ! Find out more

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
FTDI
426
First Trust Direct Indexing
Massachusetts
$289K +$22.3K +236 +8%
OSAM
427
O'Shaughnessy Asset Management
Connecticut
$288K +$663 +7 +0.2%
FDCDDQ
428
Federation des caisses Desjardins du Quebec
Quebec, Canada
$284K +$95.3K +1,007 +50%
MA
429
MCF Advisors
Kentucky
$284K
AC
430
AWM Capital
Arizona
$283K
IWA
431
Inspirion Wealth Advisors
Illinois
$282K
IFG
432
Independent Financial Group
California
$279K -$408K -4,309 -59%
MGP
433
Metis Global Partners
California
$278K +$1.14K +12 +0.4%
Baird Financial Group
434
Baird Financial Group
Wisconsin
$278K +$5.87K +62 +2%
N
435
Natixis
France
$277K -$11.8K -125 -4%
GIA
436
Gladstone Institutional Advisory
Florida
$276K +$279K +2,947 New
Comerica Bank
437
Comerica Bank
Texas
$276K -$258K -2,725 -48%
AI
438
Atria Investments
North Carolina
$275K +$278K +2,941 New
UCFA
439
United Capital Financial Advisors
Texas
$275K -$4.07K -43 -1%
Carson Wealth (CWM LLC)
440
Carson Wealth (CWM LLC)
Nebraska
$272K +$13.9K +147 +5%
AWA
441
Aaron Wealth Advisors
Illinois
$269K +$62.7K +662 +30%
CG
442
Caprock Group
Idaho
$267K +$12.2K +129 +5%
TC
443
Truvestments Capital
Florida
$266K +$35.2K +372 +15%
VCP
444
Verus Capital Partners
Arizona
$264K +$22.8K +241 +9%
O
445
Ossiam
France
$253K +$9.75K +103 +4%
CT
446
Chicago Trust
Illinois
$253K +$58.6K +619 +30%
BCV
447
Banque Cantonale Vaudoise
Switzerland
$251K -$24.3K -257 -9%
CP
448
Creekside Partners
California
$250K +$252K +2,666 New
SLAM
449
Swiss Life Asset Management
$250K +$252K +2,666 New
RS
450
Rakuten Securities
Japan
$249K -$164K -1,731 -39%