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Okta
OKTA

Overview Fund Activity

659 hedge funds and large institutions have $10.9B invested in Okta in 2024 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 233 increasing their positions, 213 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
659
Holders Change
+38
Holders Change %
+6.12%
% of All Funds
8.77%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.21%
New
137
Increased
233
Reduced
213
Closed
91
Calls
$637M
Puts
$523M
Net Calls
+$115M
Net Calls Change
-$143M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$144M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$134M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$124M
4
SHCM
Sachem Head Capital Management
New York
+$106M
5
Coatue Management
Coatue Management
New York
+$98.8M

Top Sellers

1
Sands Capital Management
Sands Capital Management
Virginia
-$643M
2
WRCM
Whale Rock Capital Management
Massachusetts
-$108M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$100M
4
JCAM
Jericho Capital Asset Management
New York
-$89M
5
Nomura Holdings
Nomura Holdings
Japan
-$71.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
ALAM
426
Asahi Life Asset Management
Japan
$359K -$7.88K -100 -2%
AAS
427
Avantax Advisory Services
Texas
$358K -$360K -4,574 -50%
BA
428
Bridgewater Associates
Connecticut
$357K +$357K +4,533 New
SI
429
Sapience Investments
California
$356K +$356K +4,519 New
ECM
430
Everence Capital Management
Indiana
$355K +$355K +4,510 New
FRA
431
Frank Rimerman Advisors
California
$352K +$8.27K +105 +2%
QL
432
Quarry LP
New York
$352K +$256K +3,254 +269%
AI
433
Atria Investments
North Carolina
$352K +$352K +4,464 New
YC
434
Yarbrough Capital
Tennessee
$347K – – –
MWM
435
Mission Wealth Management
California
$345K +$29.6K +375 +9%
HCA
436
Harbor Capital Advisors
Illinois
$342K -$212K -2,687 -38%
NRG
437
Nemes Rush Group
Michigan
$335K +$296K +3,756 +757%
SCP
438
Sender Company & Partners
New York
$335K +$335K +4,250 New
FFM
439
Forum Financial Management
Illinois
$333K +$333K +4,231 New
WEG
440
World Equity Group
Illinois
$332K +$332K +4,210 New
N
441
Numerai
California
$329K +$329K +4,171 New
XT
442
XTX Topco
Cayman Islands
$327K +$327K +4,156 New
BMSSC
443
B. Metzler seel. Sohn & Co
Germany
$325K – – –
MMA
444
Miracle Mile Advisors
California
$323K +$2.52K +32 +0.8%
GCP
445
GSA Capital Partners
United Kingdom
$320K +$320K +4,055 New
WPW
446
Waldron Private Wealth
Pennsylvania
$319K +$1.89K +24 +0.6%
OWA
447
Octavia Wealth Advisors
Ohio
$318K +$318K +4,035 New
CG
448
Caprock Group
Idaho
$318K +$19.4K +246 +6%
RCA
449
Resonant Capital Advisors
Wisconsin
$317K +$3.78K +48 +1%
RK
450
Rather & Kittrell
Tennessee
$314K -$130K -1,653 -29%
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