650 hedge funds and large institutions have $13.9B invested in Okta in 2024 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 241 increasing their positions, 206 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
+36
Holders Change %
+5.86%
% of All Funds
9.42%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.25%
New
105
Increased
241
Reduced
206
Closed
62
Calls
$773M
Puts
$439M
Net Calls
+$334M
Net Calls Change
-$226M
Name Holding Trade Value Shares
Change
Shares
Change %
KFS
526
Kelly Financial Services
Massachusetts
$65.5K -$20.7K -198 -24%
GWSG
527
GPS Wealth Strategies Group
Colorado
$63.6K -$7.53K -72 -11%
FFWM
528
Future Financial Wealth Management
Ohio
$62.8K +$62.8K +600 New
CWM
529
Cedar Wealth Management
California
$62.6K +$1.05K +10 +2%
CIBC Private Wealth Group
530
CIBC Private Wealth Group
Georgia
$58.4K +$58.4K +564 New
FFA
531
Farther Finance Advisors
California
$57.1K +$2.38K +23 +4%
First Manhattan
532
First Manhattan
New York
$56.5K -$732 -7 -1%
GTAM
533
Global Trust Asset Management
Florida
$53.6K
SWM
534
Spire Wealth Management
Virginia
$53K -$9.31K -89 -15%
AIM
535
Arcadia Investment Management
Michigan
$52.3K
NRG
536
Nemes Rush Group
Michigan
$51.9K +$44.4K +424 +589%
FHA
537
First Horizon Advisors
Tennessee
$48.6K -$2.3K -22 -5%
IA
538
IFP Advisors
Florida
$47.5K -$48.9K -467 -51%
GA
539
GoalVest Advisory
New York
$42.9K
VWM
540
Venturi Wealth Management
Texas
$40.9K +$13.7K +131 +50%
BBHC
541
Brown Brothers Harriman & Co
New York
$38.5K
WBC
542
Westpac Banking Corp
Australia
$38.4K -$583K -5,574 -94%
GCS
543
Gordian Capital (Singapore)
Singapore
$37.9K
OIA
544
Optimum Investment Advisors
Illinois
$36.6K -$10.5K -100 -22%
MCM
545
Manchester Capital Management
Vermont
$35.3K -$314 -3 -0.9%
GRP
546
Global Retirement Partners
California
$32.7K +$314 +3 +1%
EWA
547
EverSource Wealth Advisors
Alabama
$31.7K +$13.2K +142 +71%
LS
548
Livforsakringsbolaget Skandia
Sweden
$31.4K
CAL
549
Capital Advisors Ltd
Ohio
$28K
GI
550
GAMMA Investing
California
$27.4K -$9.73K -93 -26%