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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 %
JWCA
476
J.W. Cole Advisors
Florida
$250K +$23.6K +299 +10%
CT
477
Chicago Trust
Illinois
$246K +$15.1K +191 +7%
NG
478
Norden Group
Utah
$245K +$245K +3,106 New
UM
479
UniSuper Management
Australia
$244K -$63K -800 -21%
OWM
480
Opes Wealth Management
California
$241K -$394 -5 -0.2%
MA
481
MCF Advisors
Kentucky
$239K – – –
TFIPS
482
Towarzystwo Funduszy Inwestycyjnych PZU SA
$237K +$85.9K +1,090 +57%
ECG
483
EPIQ Capital Group
California
$236K +$236K +3,000 New
KAM
484
Kazazian Asset Management
Florida
$236K +$236K +3,000 New
WTG
485
West Tower Group
Virginia
$236K +$236K +3,000 New
AWS
486
Atria Wealth Solutions
New York
$236K -$391K -4,964 -62%
EDRH
487
Edmond de Rothschild Holding
Switzerland
$235K +$235K +2,980 New
FTUS
488
Flow Traders U.S.
New York
$233K +$233K +2,957 New
OCBCO
489
Oversea-Chinese Banking Corp (OCBC)
Singapore
$228K +$228K +2,889 New
OSAM
490
O'Shaughnessy Asset Management
Connecticut
$224K -$198K -2,517 -47%
AC
491
ASB Consultores
Florida
$221K +$221K +2,810 New
CWM
492
Congress Wealth Management
Massachusetts
$216K -$19.2K -249 -8%
AFG
493
Atomi Financial Group
New York
$216K -$709 -9 -0.3%
GS
494
GTS Securities
New York
$212K +$212K +2,693 New
CP
495
Creekside Partners
California
$210K +$210K +2,666 New
GCA
496
Greenwood Capital Associates
South Carolina
$209K +$209K +2,653 New
KCP
497
Kera Capital Partners
California
$209K +$209K +2,650 New
BP
498
Ballentine Partners
Massachusetts
$204K +$204K +2,591 New
AIM
499
Achmea Investment Management
Netherlands
$204K -$2.16M -27,395 -91%
OAM
500
Ostrum Asset Management
France
$197K +$56.1K +712 +40%
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