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582 hedge funds and large institutions have $8.51B invested in Okta in 2022 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 194 increasing their positions, 188 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more funds holding in top 10

Funds holding in top 10: 1223 (+11)

53% more call options, than puts

Call options by funds: $620M | Put options by funds: $404M

25% more capital invested

Capital invested by funds: $6.79B → $8.51B (+$1.71B)

24% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 96

2.85% more ownership

Funds ownership: 79.11%81.96% (+2.8%)

2% more funds holding

Funds holding: 570582 (+12)

3% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 188

Holders
582
Holders Change
+12
Holders Change %
+2.11%
% of All Funds
9.36%
Holding in Top 10
23
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+91.67%
% of All Funds
0.37%
New
119
Increased
194
Reduced
188
Closed
96
Calls
$620M
Puts
$404M
Net Calls
+$216M
Net Calls Change
+$117M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
526
Accurate Wealth Management
Florida
$5.78K +$4.85K +85 New
AAP
527
Arax Advisory Partners
Colorado
$5.06K -$38K -666 -90%
RDIA
528
RE Dickinson Investment Advisors
Iowa
$5K
VCM
529
Versant Capital Management
Arizona
$4.17K +$2.34K +41 +205%
BC
530
Barrett & Company
Rhode Island
$4.1K
FWM
531
Focused Wealth Management
New York
$4.03K
AW
532
Avion Wealth
Texas
$4K
CAM
533
Close Asset Management
United Kingdom
$4K
HFS
534
Hantz Financial Services
Michigan
$4K
EARNEST Partners
535
EARNEST Partners
Georgia
$3.9K
SBL
536
Sargent Bickham Lagudis
Colorado
$3.76K -$2.51K -44 -44%
CTA
537
Colonial Trust Advisors
South Carolina
$3.48K +$2.91K +51 New
JWA
538
JFS Wealth Advisors
Pennsylvania
$3.42K -$4.68K -82 -62%
BCM
539
Bourgeon Capital Management
Connecticut
$3.42K
BHWM
540
Beaird Harris Wealth Management
Texas
$3.01K +$2.51K +44 New
CAM
541
ClariVest Asset Management
California
$3K
FRA
542
Front Row Advisors
California
$3K
JAM
543
JCIC Asset Management
Ontario, Canada
$3K
LAM
544
Lakewood Asset Management
Illinois
$3K +$2.85K +50 New
TCM
545
Tradewinds Capital Management
Washington
$2.73K
GEA
546
Glen Eagle Advisors
New Jersey
$2.73K +$571 +10 +33%
NHT
547
New Hampshire Trust
New Hampshire
$2.73K +$2.28K +40 New
RBC
548
Romano Brothers & Co
Illinois
$2.67K +$2.23K +39 New
SIS
549
Sound Income Strategies
Florida
$2.05K
FMB
550
Field & Main Bank
Kentucky
$2.05K