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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 %
CG
451
Cynosure Group
Utah
$312K -$867 -11 -0.3%
WI
452
Wahed Invest
New York
$312K +$6.62K +84 +2%
G
453
GenTrust
Florida
$311K +$311K +3,945 New
BC
454
Bridgefront Capital
Texas
$308K -$111K -1,406 -26%
TC
455
Truvestments Capital
Florida
$302K +$22.2K +282 +8%
AWM
456
Avior Wealth Management
Nebraska
$300K +$294K +3,730 +4,844%
PA
457
PharVision Advisers
Florida
$299K +$299K +3,794 New
BFG
458
Bleakley Financial Group
New Jersey
$297K -$26.8K -340 -8%
CB
459
Commerce Bank
Missouri
$294K -$15.3K -194 -5%
GL
460
Graypoint LLC
New York
$286K +$286K +3,629 New
LOAMU
461
Lombard Odier Asset Management (USA)
New York
$282K +$282K +3,583 New
S
462
SignatureFD
Georgia
$278K -$8.67K -110 -3%
FHA
463
Flagship Harbor Advisors
Massachusetts
$276K -$167K -2,121 -38%
QI
464
Qtron Investments
Massachusetts
$275K – – –
AWA
465
Aaron Wealth Advisors
Illinois
$273K +$3.39K +43 +1%
RWI
466
Red Wave Investments
Pennsylvania
$267K – – –
MGP
467
Metis Global Partners
California
$267K +$16.2K +205 +6%
GWM
468
GK Wealth Management
Nevada
$266K +$266K +3,380 New
UCFA
469
United Capital Financial Advisors
Texas
$265K -$22K -279 -8%
BJL
470
Brighton Jones LLC
Washington
$261K +$261K +3,307 New
SI
471
Stephens Inc
Arkansas
$260K +$12.4K +157 +5%
EAM
472
Evanson Asset Management
California
$259K +$259K +3,282 New
NWA
473
New World Advisors
Massachusetts
$257K +$257K +3,260 New
IWA
474
Inspirion Wealth Advisors
Illinois
$255K – – –
CI Investments Inc
475
CI Investments Inc
Ontario, Canada
$252K +$144K +1,832 +134%
17 18
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