650 hedge funds and large institutions have $13.9B invested in Okta in 2024 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 241 increasing their positions, 206 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
+36
Holders Change %
+5.86%
% of All Funds
9.42%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.25%
New
105
Increased
241
Reduced
206
Closed
62
Calls
$773M
Puts
$439M
Net Calls
+$334M
Net Calls Change
-$226M
Name Holding Trade Value Shares
Change
Shares
Change %
FTDI
451
First Trust Direct Indexing
Massachusetts
$298K +$40.6K +388 +16%
Carson Wealth (CWM LLC)
452
Carson Wealth (CWM LLC)
Nebraska
$289K +$38.2K +365 +15%
Lazard Asset Management
453
Lazard Asset Management
New York
$289K +$49.8K +476 +21%
CL
454
Choreo LLC
Illinois
$288K -$26.1K -249 -8%
CG
455
Caprock Group
Idaho
$285K +$2.72K +26 +1%
BP
456
Ballentine Partners
Massachusetts
$277K +$17.8K +170 +7%
TF
457
Trek Financial
Arizona
$276K +$276K +2,634 New
MFAM
458
Motley Fool Asset Management
Virginia
$273K -$6.59K -63 -2%
O
459
Ossiam
France
$273K +$132K +1,264 +94%
I
460
InceptionR
California
$271K +$271K +2,586 New
VCP
461
Verus Capital Partners
Arizona
$270K +$6.17K +59 +2%
NYLIM
462
New York Life Investment Management
New York
$268K -$837 -8 -0.3%
IMCOOI
463
Investment Management Corp of Ontario (IMCO)
Canada
$263K -$115K -1,100 -30%
FFM
464
Forum Financial Management
Illinois
$259K -$209 -2 -0.1%
TC
465
Truvestments Capital
Florida
$258K +$237K +2,270 +1,135%
HPC
466
HM Payson & Co
Maine
$256K
ISWM
467
Independent Solutions Wealth Management
New York
$256K +$19.7K +188 +8%
AIM
468
Aigen Investment Management
New York
$256K +$256K +2,447 New
OA
469
Oracle Alpha
Ontario, Canada
$253K -$27K -258 -10%
GT
470
Greenleaf Trust
Michigan
$250K -$15.7K -150 -6%
BI
471
Bramshill Investments
Florida
$247K +$247K +2,365 New
GGS
472
Galvin Gaustad & Stein
Arizona
$246K -$52.3K -500 -18%
KWA
473
Kingswood Wealth Advisors
California
$243K -$90.7K -867 -27%
QC
474
Quent Capital
New York
$243K -$8.47K -81 -3%
UM
475
UniSuper Management
Australia
$241K +$126K +1,200 +109%