We are live on ! Find out more

605 hedge funds and large institutions have $10.9B invested in Okta in 2022 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 241 increasing their positions, 199 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more funds holding in top 10

Funds holding in top 10: 1823 (+5)

21% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 199

0.58% less ownership

Funds ownership: 80.77%80.19% (-0.58%)

12% less funds holding

Funds holding: 684605 (-79)

25% less call options, than puts

Call options by funds: $560M | Put options by funds: $743M

39% less capital invested

Capital invested by funds: $18B → $10.9B (-$7.05B)

48% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 148

Holders
605
Holders Change
-79
Holders Change %
-11.55%
% of All Funds
10.19%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.39%
New
77
Increased
241
Reduced
199
Closed
148
Calls
$560M
Puts
$743M
Net Calls
-$183M
Net Calls Change
+$173M
Name Holding Trade Value Shares
Change
Change in
Stake
MOACM
451
Mutual of America Capital Management
New York
$186K
KC
452
Knuff & Co
California
$181K -$1.3M -12,003 -86%
APA
453
American Portfolios Advisors
New York
$175K -$108K -1,003 -34%
EI
454
Ellevest Inc
New York
$172K -$32.3K -299 -14%
Allspring Global Investments
455
Allspring Global Investments
North Carolina
$158K +$216 +2 +0.1%
SWM
456
Spire Wealth Management
Virginia
$152K -$487K -4,511 -73%
CFD
457
Creative Financial Designs
Indiana
$142K -$25.7K -238 -13%
IA
458
IFP Advisors
Florida
$141K
CCM
459
Cribstone Capital Management
Maine
$136K
PVH
460
Psagot Value Holdings
Israel
$136K +$162K +1,500 New
National Bank of Canada
461
National Bank of Canada
Quebec, Canada
$134K -$12.5K -116 -7%
HNWAG
462
High Net Worth Advisory Group
Florida
$132K -$24.3K -225 -13%
FM
463
Freemont Management
Switzerland
$128K
SIM
464
Studio Investment Management
Illinois
$125K +$149K +1,383 New
HWA
465
HHM Wealth Advisors
Tennessee
$124K +$432 +4 +0.3%
SWA
466
Sutton Wealth Advisors
Florida
$121K +$73.3K +679 +103%
WI
467
Wahed Invest
New York
$120K -$17K -157 -11%
LS
468
Livforsakringsbolaget Skandia
Sweden
$99K
AA
469
Ancora Advisors
Ohio
$94K
QC
470
Quent Capital
New York
$91K +$3.46K +32 +3%
Carson Wealth (CWM LLC)
471
Carson Wealth (CWM LLC)
Nebraska
$91K +$31.4K +291 +41%
AFG
472
Albion Financial Group
Utah
$90K
Credit Agricole
473
Credit Agricole
France
$88K +$102K +941 +3,485%
QCG
474
Quadrant Capital Group
Ohio
$87K -$4.43K -41 -4%
SPIA
475
Steward Partners Investment Advisory
New York
$86K +$6.91K +64 +7%