We are live on ! Find out more

636 hedge funds and large institutions have $12.8B invested in Okta in 2024 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 271 increasing their positions, 200 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $739M | Put options by funds: $414M

36% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 200

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

1.53% more ownership

Funds ownership: 83.74%85.27% (+1.5%)

3% less funds holding

Funds holding: 654636 (-18)

8% less capital invested

Capital invested by funds: $13.9B → $12.8B (-$1.1B)

12% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 89

Holders
636
Holders Change
-18
Holders Change %
-2.75%
% of All Funds
9.19%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
78
Increased
271
Reduced
200
Closed
89
Calls
$739M
Puts
$414M
Net Calls
+$325M
Net Calls Change
-$8.78M
Name Holding Trade Value Shares
Change
Change in
Stake
WTG
476
West Tower Group
Virginia
$187K
SS
477
Sunbelt Securities
Texas
$166K -$12.4K -131 -7%
PS
478
Principal Securities
Iowa
$159K +$10.7K +113 +7%
A
479
AlphaQuest
New York
$150K +$151K +1,599 New
APW
480
Acima Private Wealth
Virginia
$148K
WPWM
481
Western Pacific Wealth Management
Illinois
$148K
SPIA
482
Steward Partners Investment Advisory
New York
$142K +$56.9K +601 +65%
CFD
483
Creative Financial Designs
Indiana
$142K -$70.5K -745 -33%
TFIPS
484
Towarzystwo Funduszy Inwestycyjnych PZU SA
$128K -$16.1K -170 -11%
AF
485
Allworth Financial
California
$126K -$2.27K -24 -2%
National Bank of Canada
486
National Bank of Canada
Quebec, Canada
$124K +$12.3K +130 +11%
FCM
487
Firsthand Capital Management
California
$124K -$892K -9,420 -94%
NRG
488
Nemes Rush Group
Michigan
$119K +$73K +771 +155%
HWA
489
HHM Wealth Advisors
Tennessee
$117K
CI Investments Inc
490
CI Investments Inc
Ontario, Canada
$114K -$8.71K -92 -7%
NAMA
491
Nikko Asset Management Americas
New York
$106K -$25K -264 -19%
AAM
492
Advisors Asset Management
Colorado
$103K +$5.59K +59 +6%
GRP
493
Global Retirement Partners
California
$91.4K +$62.8K +663 +212%
AA
494
Ancora Advisors
Ohio
$88.9K +$2.37K +25 +3%
UB
495
UMB Bank
Missouri
$88.8K -$24K -253 -21%
SVCP
496
Silicon Valley Capital Partners
California
$88.6K
QCG
497
Quadrant Capital Group
Ohio
$84K +$95 +1 +0.1%
C
498
Covestor
United Kingdom
$78K -$23.9K -252 -23%
FIA
499
FNY Investment Advisers
New York
$76K -$66.1K -698 -46%
NIMI
500
Natixis Investment Managers International
France
$75.1K