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Okta
OKTA

Overview Fund Activity

659 hedge funds and large institutions have $10.9B invested in Okta in 2024 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 233 increasing their positions, 213 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
659
Holders Change
+38
Holders Change %
+6.12%
% of All Funds
8.77%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.21%
New
137
Increased
233
Reduced
213
Closed
91
Calls
$637M
Puts
$523M
Net Calls
+$115M
Net Calls Change
-$143M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$144M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$134M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$124M
4
SHCM
Sachem Head Capital Management
New York
+$106M
5
Coatue Management
Coatue Management
New York
+$98.8M

Top Sellers

1
Sands Capital Management
Sands Capital Management
Virginia
-$643M
2
WRCM
Whale Rock Capital Management
Massachusetts
-$108M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$100M
4
JCAM
Jericho Capital Asset Management
New York
-$89M
5
Nomura Holdings
Nomura Holdings
Japan
-$71.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWM
526
Venturi Wealth Management
Texas
$70.4K -$17.5K -222 -20%
IA
527
IFP Advisors
Florida
$64.6K +$2.76K +35 +4%
NIMI
528
Natixis Investment Managers International
France
$63.2K – – –
FIA
529
FNY Investment Advisers
New York
$59K -$59K -750 -50%
CAS
530
Coppell Advisory Solutions
Texas
$58.9K -$8.6K -108 -13%
SAM
531
Smartleaf Asset Management
Massachusetts
$58.3K +$16.7K +210 +40%
BIG
532
Brooklyn Investment Group
New York
$53K -$3.55K -45 -6%
Kayne Anderson Rudnick Investment Management
533
Kayne Anderson Rudnick Investment Management
California
$51.8K – – –
Fifth Third Bancorp
534
Fifth Third Bancorp
Ohio
$50.7K -$9.06K -115 -15%
QCG
535
Quadrant Capital Group
Ohio
$49.6K -$11.3K -144 -19%
FFA
536
Farther Finance Advisors
California
$45.8K -$1.66K -21 -3%
NA
537
NewEdge Advisors
Louisiana
$45.7K -$265K -3,364 -85%
TWD
538
True Wealth Design
Ohio
$45.5K +$32K +406 +237%
FHA
539
First Horizon Advisors
Tennessee
$44.9K +$1.26K +16 +3%
MA
540
Modus Advisors
Minnesota
$44.4K +$44.4K +563 New
WWA
541
Wingate Wealth Advisors
Massachusetts
$44.1K +$44.1K +560 New
LIS
542
Legacy Investment Solutions
Idaho
$43.7K +$4.17K +43 +11%
LWMI
543
Legacy Wealth Management (Idaho)
Idaho
$43.7K +$4.17K +43 +11%
BBHC
544
Brown Brothers Harriman & Co
New York
$43.2K +$43.2K +548 New
UOTTAIMCU
545
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$39.8K +$39.8K +505 New
HFM
546
Hartford Financial Management
Connecticut
$39.4K – – –
FCAS
547
First Command Advisory Services
Texas
$39.4K – – –
GTAM
548
Global Trust Asset Management
Florida
$38.5K – – –
TPCW
549
TD Private Client Wealth
New York
$37K +$35.9K +456 +3,508%
GRP
550
Global Retirement Partners
California
$35.5K -$788 -10 -2%
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