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636 hedge funds and large institutions have $12.8B invested in Okta in 2024 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 271 increasing their positions, 200 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $739M | Put options by funds: $414M

36% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 200

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

1.53% more ownership

Funds ownership: 83.74%85.27% (+1.5%)

3% less funds holding

Funds holding: 654636 (-18)

8% less capital invested

Capital invested by funds: $13.9B → $12.8B (-$1.1B)

12% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 89

Holders
636
Holders Change
-18
Holders Change %
-2.75%
% of All Funds
9.19%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
78
Increased
271
Reduced
200
Closed
89
Calls
$739M
Puts
$414M
Net Calls
+$325M
Net Calls Change
-$8.78M
Name Holding Trade Value Shares
Change
Change in
Stake
WBC
526
Westpac Banking Corp
Australia
$34.4K
GCS
527
Gordian Capital (Singapore)
Singapore
$33.9K
GI
528
GAMMA Investing
California
$31K +$6.53K +69 +26%
SWM
529
Spire Wealth Management
Virginia
$28.1K -$19.5K -206 -41%
LS
530
Livforsakringsbolaget Skandia
Sweden
$28.1K
IWA
531
IBEX Wealth Advisors
New Jersey
$27.9K +$28.2K +298 New
CAL
532
Capital Advisors Ltd
Ohio
$25K
CSB
533
City State Bank
Iowa
$24.3K
MG
534
Mather Group
Illinois
$24.3K +$17.1K +181 +355%
IAIM
535
International Assets Investment Management
Florida
$23.9K +$24.1K +255 New
IC
536
Innealta Capital
Texas
$21.7K +$22K +232 New
RTC
537
Riverview Trust Company
Washington
$19.3K
BTI
538
Blue Trust Inc
Georgia
$18.9K +$10.1K +107 +145%
SAM
539
Smartleaf Asset Management
Massachusetts
$18.9K +$15.9K +168 +454%
HCP
540
Hexagon Capital Partners
Arkansas
$18.7K +$2.84K +30 +18%
Bank Julius Baer & Co
541
Bank Julius Baer & Co
Switzerland
$18.7K -$1.89K -20 -10%
NS
542
NBC Securities
Alabama
$18K
RWMG
543
Redwood Wealth Management Group
New Jersey
$17.3K +$17.5K +185 New
HI
544
Harbour Investments
Wisconsin
$16.3K -$8.05K -85 -33%
ADL
545
Asset Dedication LLC
California
$15.7K +$14.8K +156 +1,300%
HFS
546
Hantz Financial Services
Michigan
$15K +$9.09K +96 +163%
PP
547
Pacifica Partners
Canada
$14.3K
FP
548
Financial Perspectives
Minnesota
$14.1K
OIA
549
Optimum Investment Advisors
Illinois
$14K -$18.9K -200 -57%
HIIFS
550
Harel Insurance Investments & Financial Services
Israel
$13K +$1.23K +13 +10%