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 %
SI
476
Stephens Inc
Arkansas
$240K -$3.87K -37 -2%
SW
477
Schulz Wealth
Texas
$239K
CFD
478
Creative Financial Designs
Indiana
$237K +$35K +335 +17%
BTWM
479
Baker Tilly Wealth Management
Wisconsin
$235K
OAM
480
Ostrum Asset Management
France
$234K +$41.6K +398 +22%
MYAM
481
Meiji Yasuda Asset Management
Japan
$234K +$234K +2,233 New
BRWA
482
B. Riley Wealth Advisors
Florida
$232K -$45.3K -556 -16%
AWA
483
Aaron Wealth Advisors
Illinois
$231K +$231K +2,210 New
AWM
484
Apollon Wealth Management
South Carolina
$225K +$225K +2,150 New
SP
485
Symmetry Partners
Connecticut
$221K +$221K +2,110 New
CT
486
Chicago Trust
Illinois
$219K +$219K +2,089 New
SFA
487
Sequoia Financial Advisors
Ohio
$214K +$214K +2,048 New
LOAMU
488
Lombard Odier Asset Management (USA)
New York
$214K -$20.9K -200 -9%
PCM
489
Prelude Capital Management
New York
$211K +$211K +2,019 New
AC
490
Abbrea Capital
California
$211K +$211K +2,015 New
ECG
491
EPIQ Capital Group
California
$209K -$87.9K -840 -30%
WTG
492
West Tower Group
Virginia
$209K +$198K +1,890 +1,718%
LAI
493
Legal Advantage Investments
California
$209K +$209K +2,000 New
YCM
494
Yousif Capital Management
Michigan
$208K +$208K +1,985 New
LIM
495
Leavell Investment Management
Alabama
$207K +$207K +1,975 New
CAM
496
Claret Asset Management
Quebec, Canada
$207K +$207K +1,981 New
FDCDDQ
497
Federation des caisses Desjardins du Quebec
Quebec, Canada
$205K +$91.6K +910 +81%
FMLI
498
Fukoku Mutual Life Insurance
Japan
$202K +$202K +1,930 New
SS
499
Sunbelt Securities
Texas
$199K +$151K +1,439 +310%
PS
500
Principal Securities
Iowa
$166K +$111K +1,062 +202%