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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 %
HPC
501
HM Payson & Co
Maine
$193K – – –
SWM
502
Spire Wealth Management
Virginia
$188K +$165K +2,090 +697%
QC
503
Quent Capital
New York
$183K -$2.76K -35 -1%
CFD
504
Creative Financial Designs
Indiana
$166K +$32.1K +407 +24%
CF
505
Corebridge Financial
Texas
$154K -$5.6K -71 -4%
Jones Financial Companies
506
Jones Financial Companies
Missouri
$146K +$77.6K +985 +114%
SPIA
507
Steward Partners Investment Advisory
New York
$145K +$18.3K +232 +14%
AF
508
Allworth Financial
California
$143K +$28.9K +326 +25%
SS
509
Sunbelt Securities
Texas
$135K -$6.85K -86 -5%
PS
510
Principal Securities
Iowa
$133K +$16.1K +204 +14%
APW
511
Acima Private Wealth
Virginia
$124K – – –
WSFS
512
Wilmington Savings Fund Society
Delaware
$114K – – –
GWSG
513
GPS Wealth Strategies Group
Colorado
$109K +$68.6K +870 +169%
C
514
Covestor
United Kingdom
$109K +$43K +544 +65%
CIAM
515
Caitong International Asset Management
Hong Kong
$103K +$103K +1,310 New
RS
516
Rakuten Securities
Japan
$103K -$39.9K -506 -28%
LS
517
Livforsakringsbolaget Skandia
Sweden
$102K – – –
Optiver Holding
518
Optiver Holding
Netherlands
$102K +$93.5K +1,186 +1,119%
HWA
519
HHM Wealth Advisors
Tennessee
$98.6K +$79 +1 +0.1%
MCM
520
MAI Capital Management
Ohio
$97K +$97K +1,231 New
GM
521
GeoWealth Management
Illinois
$79.7K +$32.2K +409 +68%
PPA
522
Pilgrim Partners Asia
Singapore
$77.2K +$77.2K +980 New
AAM
523
Advisors Asset Management
Colorado
$75.1K -$9.22K -117 -11%
SVCP
524
Silicon Valley Capital Partners
California
$74.6K – – –
JFGIW
525
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$72.6K +$72.6K +771 New
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