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570 hedge funds and large institutions have $6.79B invested in Okta in 2022 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 241 increasing their positions, 156 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 156

28% more call options, than puts

Call options by funds: $451M | Put options by funds: $353M

1.08% less ownership

Funds ownership: 80.19%79.11% (-1.1%)

6% less funds holding

Funds holding: 605570 (-35)

29% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 108

38% less capital invested

Capital invested by funds: $10.9B → $6.79B (-$4.15B)

48% less funds holding in top 10

Funds holding in top 10: 2312 (-11)

Holders
570
Holders Change
-35
Holders Change %
-5.79%
% of All Funds
9.82%
Holding in Top 10
12
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-47.83%
% of All Funds
0.21%
New
77
Increased
241
Reduced
156
Closed
108
Calls
$451M
Puts
$353M
Net Calls
+$98.7M
Net Calls Change
+$282M
Name Holding Trade Value Shares
Change
Change in
Stake
OLVIG
526
Oliver Lagore Vanvalin Investment Group
Michigan
$2K
ST
527
Smithfield Trust
Pennsylvania
$2K
SIS
528
Sound Income Strategies
Florida
$2K
TCM
529
Tradewinds Capital Management
Washington
$2K
HFM
530
Harvest Fund Management
China
$2K +$2.5K +29 New
GEA
531
Glen Eagle Advisors
New Jersey
$1.71K
BCWM
532
Bartlett & Co Wealth Management
Ohio
$1.42K
ACM
533
Absolute Capital Management
Pennsylvania
$1.31K +$1.98K +23 New
BCH
534
Berkshire Capital Holdings
California
$1K -$6.23M -72,400 -100%
BIA
535
Bell Investment Advisors
California
$1K -$7.83K -91 -91%
BWM
536
BerganKDV Wealth Management
Minnesota
$1K -$1.98K -23 -72%
BBPWM
537
Blue Bell Private Wealth Management
Pennsylvania
$1K -$258 -3 -13%
GI
538
Gradient Investments
Minnesota
$1K -$258 -3 -21%
AFS
539
Annapolis Financial Services
Maryland
$1K
AssetMark Inc
540
AssetMark Inc
California
$1K
BC
541
Bartlett & Co
Ohio
$1K
CA
542
Clearstead Advisors
Ohio
$1K
CMBA
543
C.M. Bidwell & Associates
Hawaii
$1K
FEG
544
Financial Enhancement Group
Indiana
$1K
FMP
545
Financial Management Professionals
Texas
$1K
FF
546
FourThought Financial
Florida
$1K
LFG
547
Larson Financial Group
Missouri
$1K
MCC
548
Money Concepts Capital
Florida
$1K
PA
549
PSI Advisors
Florida
$1K
TFA
550
Transamerica Financial Advisors
Florida
$1K