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 %
APW
501
Acima Private Wealth
Virginia
$165K
WPWM
502
Western Pacific Wealth Management
Illinois
$165K +$98.7K +943 +149%
TFIPS
503
Towarzystwo Funduszy Inwestycyjnych PZU SA
$161K +$31.4K +300 +24%
CFM
504
Catalyst Funds Management
Australia
$146K +$146K +1,400 New
NAMA
505
Nikko Asset Management Americas
New York
$146K -$10.5K -100 -7%
RIM
506
Rakuten Investment Management
Japan
$143K +$131K +1,256 +1,121%
AF
507
Allworth Financial
California
$142K +$121K +1,160 +577%
AIG
508
American International Group
New York
$140K -$105 -1 -0.1%
CI Investments Inc
509
CI Investments Inc
Ontario, Canada
$137K -$453K -4,337 -77%
HWA
510
HHM Wealth Advisors
Tennessee
$131K
QL
511
Quarry LP
New York
$130K +$106K +1,011 +430%
UB
512
UMB Bank
Missouri
$126K +$47.4K +453 +60%
National Bank of Canada
513
National Bank of Canada
Quebec, Canada
$115K +$1.17K +12 +1%
C
514
Covestor
United Kingdom
$114K +$23.5K +224 +26%
AAM
515
Advisors Asset Management
Colorado
$109K +$20.8K +199 +24%
HFM
516
Harvest Fund Management
China
$109K +$109K +1,045 New
SVCP
517
Silicon Valley Capital Partners
California
$99.1K
AA
518
Ancora Advisors
Ohio
$96.8K -$41.8K -400 -30%
SPIA
519
Steward Partners Investment Advisory
New York
$96K -$2.57M -24,596 -96%
QCG
520
Quadrant Capital Group
Ohio
$93.7K -$22.5K -215 -19%
NIMI
521
Natixis Investment Managers International
France
$83.9K
Fifth Third Bancorp
522
Fifth Third Bancorp
Ohio
$81.5K +$9.52K +91 +13%
LC
523
Lindbrook Capital
California
$78.6K -$3.14K -30 -4%
Kayne Anderson Rudnick Investment Management
524
Kayne Anderson Rudnick Investment Management
California
$69.4K +$419 +4 +0.6%
SSB
525
Sandy Spring Bank
Maryland
$65.6K