611 hedge funds and large institutions have $8.77B invested in Okta in 2023 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 200 increasing their positions, 209 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
-19
Holders Change %
-3.02%
% of All Funds
9.64%
Holding in Top 10
17
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-34.62%
% of All Funds
0.27%
New
83
Increased
200
Reduced
209
Closed
100
Calls
$379M
Puts
$270M
Net Calls
+$108M
Net Calls Change
-$37.2M
Name Holding Trade Value Shares
Change
Shares
Change %
FP
526
Financial Perspectives
Minnesota
$10.5K
FGAM
527
Financial Gravity Asset Management
Texas
$10.3K -$2.54K -17 -20%
HIA
528
Harbor Investment Advisory
Maryland
$10.2K +$485 +7 +5%
PFBT
529
Parkside Financial Bank & Trust
Missouri
$9.78K -$1.04K -15 -10%
LOIP
530
Live Oak Investment Partners
Texas
$9.5K
PTC
531
Private Trust Company
Ohio
$8.88K
NCM
532
Northwest Capital Management
Oregon
$8.39K +$8.39K +121 New
CFO
533
CVA Family Office
Colorado
$7.28K
HWA
534
Heritage Wealth Advisors
Virginia
$7.21K
BIA
535
Bell Investment Advisors
California
$7.07K -$347 -5 -5%
ZB
536
Zions Bancorporation
Utah
$7K
CSB
537
City State Bank
Iowa
$7K
TCPG
538
Trivant Custom Portfolio Group
California
$6.94K
CCP
539
Carmel Capital Partners
California
$6.94K
IWP
540
IAG Wealth Partners
Wisconsin
$6.94K
SWA
541
SOA Wealth Advisors
New York
$6.45K
BTI
542
Blue Trust Inc
Georgia
$6K -$2.8K -34 -32%
CAM
543
Close Asset Management
United Kingdom
$6K
RDIA
544
RE Dickinson Investment Advisors
Iowa
$6K
AA
545
AlphaMark Advisors
Kentucky
$6K
HFS
546
Hantz Financial Services
Michigan
$6K
AF
547
Advisornet Financial
Minnesota
$5.69K -$347 -5 -6%
TIM
548
Thompson Investment Management
Wisconsin
$5.69K
FCAG
549
First Capital Advisors Group
New Jersey
$5.62K +$5.62K +81 New
WP
550
WealthPLAN Partners
Nebraska
$5.55K