We are live on ! Find out more

582 hedge funds and large institutions have $8.51B invested in Okta in 2022 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 194 increasing their positions, 188 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more funds holding in top 10

Funds holding in top 10: 1223 (+11)

53% more call options, than puts

Call options by funds: $620M | Put options by funds: $404M

25% more capital invested

Capital invested by funds: $6.79B → $8.51B (+$1.71B)

24% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 96

2.85% more ownership

Funds ownership: 79.11%81.96% (+2.8%)

2% more funds holding

Funds holding: 570582 (+12)

3% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 188

Holders
582
Holders Change
+12
Holders Change %
+2.11%
% of All Funds
9.36%
Holding in Top 10
23
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+91.67%
% of All Funds
0.37%
New
119
Increased
194
Reduced
188
Closed
96
Calls
$620M
Puts
$404M
Net Calls
+$216M
Net Calls Change
+$117M
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
501
Concourse Financial Group Securities
Alabama
$14.3K
Bank Julius Baer & Co
502
Bank Julius Baer & Co
Switzerland
$14K +$2.97K +52 +35%
CLOS
503
Compagnie Lombard Odier SCmA
Switzerland
$14K +$11.3K +198 New
HI
504
Harbour Investments
Wisconsin
$13.9K -$3.43K -60 -23%
FGAM
505
Financial Gravity Asset Management
Texas
$13.5K -$25.4K -445 -87%
C
506
Covestor
United Kingdom
$13K +$2.97K +52 +39%
FFA
507
Farther Finance Advisors
California
$12.7K +$10.6K +186 New
CA
508
CoreCap Advisors
Michigan
$11.3K +$9.42K +165 New
RA
509
Rise Advisors
New York
$10.5K
PFBT
510
Parkside Financial Bank & Trust
Missouri
$10.3K +$1.66K +29 +24%
FP
511
Financial Perspectives
Minnesota
$10.3K +$8.39K +147 +3,675%
AA
512
AlphaMark Advisors
Kentucky
$10K -$1.14K -20 -12%
PTC
513
Private Trust Company
Ohio
$9K
TWA
514
TCI Wealth Advisors
Arizona
$8.88K +$3.65K +64 +97%
First Manhattan
515
First Manhattan
New York
$7.93K -$2.85K -50 -30%
HIA
516
Harbor Investment Advisory
Maryland
$7.79K -$2.17K -38 -25%
BIA
517
Bell Investment Advisors
California
$7.65K +$5.88K +103 +1,144%
ZB
518
Zions Bancorporation
Utah
$7.58K +$4.8K +84 +311%
CFO
519
CVA Family Office
Colorado
$7.17K +$3.43K +60 +133%
Pacer Advisors
520
Pacer Advisors
Pennsylvania
$7.11K -$280K -4,902 -98%
HWA
521
Heritage Wealth Advisors
Virginia
$7.11K +$5.94K +104 New
IWP
522
IAG Wealth Partners
Wisconsin
$6.83K
SWA
523
SOA Wealth Advisors
New York
$6.36K
CA
524
Crewe Advisors
Utah
$6.15K -$799 -14 -13%
AF
525
Advisornet Financial
Minnesota
$5.81K +$1.49K +26 +44%