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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
VCM
501
Versant Capital Management
Arizona
$73K +$68.9K +728 +1,400%
Fifth Third Bancorp
502
Fifth Third Bancorp
Ohio
$70.4K -$2.56K -27 -3%
KFS
503
Kelly Financial Services
Massachusetts
$67.6K +$9.09K +96 +15%
CAS
504
Coppell Advisory Solutions
Texas
$65.8K +$66.6K +703 New
HFM
505
Harvest Fund Management
China
$62K -$36.6K -387 -37%
Kayne Anderson Rudnick Investment Management
506
Kayne Anderson Rudnick Investment Management
California
$61.8K -$379 -4 -0.6%
VWM
507
Venturi Wealth Management
Texas
$60.8K +$24.5K +259 +66%
FFA
508
Farther Finance Advisors
California
$56.5K +$4.26K +45 +8%
SSB
509
Sandy Spring Bank
Maryland
$55.8K -$2.94K -31 -5%
CWM
510
Cedar Wealth Management
California
$55.4K -$568 -6 -1%
Jones Financial Companies
511
Jones Financial Companies
Missouri
$52K +$37.3K +394 +243%
IA
512
IFP Advisors
Florida
$51.5K +$9.09K +96 +21%
GWSG
513
GPS Wealth Strategies Group
Colorado
$48.1K -$8.9K -94 -15%
GTAM
514
Global Trust Asset Management
Florida
$47.9K
FHA
515
First Horizon Advisors
Tennessee
$47.4K +$3.88K +41 +9%
FCAS
516
First Command Advisory Services
Texas
$46.8K +$47.3K +500 New
HFM
517
Hartford Financial Management
Connecticut
$46.8K +$47.3K +500 New
NC
518
nVerses Capital
Florida
$46.8K +$47.3K +500 New
AIM
519
Arcadia Investment Management
Michigan
$46.8K
LC
520
Lindbrook Capital
California
$46.4K -$24.2K -256 -34%
CIBC Private Wealth Group
521
CIBC Private Wealth Group
Georgia
$41.6K -$13.3K -140 -25%
MCM
522
Manchester Capital Management
Vermont
$38.5K +$7.01K +74 +22%
GA
523
GoalVest Advisory
New York
$38.4K
QL
524
Quarry LP
New York
$37K -$80.6K -851 -68%
GLR
525
Great Lakes Retirement
Ohio
$36.5K +$36.9K +390 New