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605 hedge funds and large institutions have $10.9B invested in Okta in 2022 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 241 increasing their positions, 199 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more funds holding in top 10

Funds holding in top 10: 1823 (+5)

21% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 199

0.58% less ownership

Funds ownership: 80.77%80.19% (-0.58%)

12% less funds holding

Funds holding: 684605 (-79)

25% less call options, than puts

Call options by funds: $560M | Put options by funds: $743M

39% less capital invested

Capital invested by funds: $18B → $10.9B (-$7.05B)

48% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 148

Holders
605
Holders Change
-79
Holders Change %
-11.55%
% of All Funds
10.19%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.39%
New
77
Increased
241
Reduced
199
Closed
148
Calls
$560M
Puts
$743M
Net Calls
-$183M
Net Calls Change
+$173M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
526
Rise Advisors
New York
$12K +$3.24K +30 +29%
PTC
527
Private Trust Company
Ohio
$12K +$13.8K +128 New
C
528
Covestor
United Kingdom
$11K +$3.02K +28 +29%
CTC
529
Central Trust Company
Missouri
$9K
BIA
530
Bell Investment Advisors
California
$9K +$10.8K +100 New
HIA
531
Harbor Investment Advisory
Maryland
$8K -$15.9K -147 -61%
SBL
532
Sargent Bickham Lagudis
Colorado
$8K
CA
533
Crewe Advisors
Utah
$8K +$9.72K +90 New
BRWM
534
B. Riley Wealth Management
Tennessee
$7.07K +$2.81K +26 +1%
WT
535
Whittier Trust
California
$7K -$33.4K -309 -80%
AW
536
Avion Wealth
Texas
$7K
PCH
537
Polar Capital Holdings
United Kingdom
$6.37K -$49.6M -459,003 -87%
MAM
538
Meeder Asset Management
Ohio
$6K -$1.08K -10 -14%
MS
539
Mizuho Securities
Japan
$6K
CCM
540
Covington Capital Management
California
$6K +$7.02K +65 +2,167%
VVP
541
Venture Visionary Partners
Ohio
$5.79K +$6.91K +64 New
MWM
542
Mascoma Wealth Management
New Hampshire
$5K -$21.6K -200 -80%
SOW
543
State of Wyoming
Wyoming
$5K -$4.86K -45 -47%
BCM
544
Bourgeon Capital Management
Connecticut
$5K
CAM
545
Close Asset Management
United Kingdom
$5K
EARNEST Partners
546
EARNEST Partners
Georgia
$5K
HFS
547
Hantz Financial Services
Michigan
$5K
FRA
548
Front Row Advisors
California
$4K
JAM
549
JCIC Asset Management
Ontario, Canada
$4K
TCM
550
Tradewinds Capital Management
Washington
$4K