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605 hedge funds and large institutions have $10.9B invested in Okta in 2022 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 241 increasing their positions, 199 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more funds holding in top 10

Funds holding in top 10: 1823 (+5)

21% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 199

0.58% less ownership

Funds ownership: 80.77%80.19% (-0.58%)

12% less funds holding

Funds holding: 684605 (-79)

25% less call options, than puts

Call options by funds: $560M | Put options by funds: $743M

39% less capital invested

Capital invested by funds: $18B → $10.9B (-$7.05B)

48% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 148

Holders
605
Holders Change
-79
Holders Change %
-11.55%
% of All Funds
10.19%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.39%
New
77
Increased
241
Reduced
199
Closed
148
Calls
$560M
Puts
$743M
Net Calls
-$183M
Net Calls Change
+$173M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
551
CIBC Private Wealth Group
Georgia
$4K +$216 +2 +5%
CAC
552
Core Alternative Capital
Georgia
$4K +$972 +9 +30%
CFO
553
CVA Family Office
Colorado
$4K +$1.08K +10 +29%
CAM
554
ClariVest Asset Management
California
$4K +$3.35K +31 +344%
M1FG
555
Mach-1 Financial Group
Arkansas
$4K +$5.4K +50 New
PCG
556
Private Capital Group
Connecticut
$3K -$38.1K -353 -91%
AF
557
Allworth Financial
California
$3K -$10.9K -101 -75%
EW
558
Evoke Wealth
California
$3K -$1.73K -16 -31%
ZB
559
Zions Bancorporation
Utah
$3K -$972 -9 -24%
FMB
560
Field & Main Bank
Kentucky
$3K
LPWM
561
Lake Point Wealth Management
Texas
$3K
Loomis, Sayles & Company
562
Loomis, Sayles & Company
Massachusetts
$3K
OLVIG
563
Oliver Lagore Vanvalin Investment Group
Michigan
$3K
ST
564
Smithfield Trust
Pennsylvania
$3K
SIS
565
Sound Income Strategies
Florida
$3K
BWM
566
BerganKDV Wealth Management
Minnesota
$3K +$432 +4 +14%
EWA
567
EverSource Wealth Advisors
Alabama
$3K +$1.51K +14 +64%
GEA
568
Glen Eagle Advisors
New Jersey
$2.71K
BCWM
569
Bartlett & Co Wealth Management
Ohio
$2.26K +$2.7K +25 New
MCC
570
Money Concepts Capital
Florida
$2K -$102K -946 -98%
MPWT
571
MassMutual Private Wealth & Trust
Connecticut
$2K -$12.3K -114 -87%
FF
572
FourThought Financial
Florida
$2K -$2.38K -22 -50%
BBPWM
573
Blue Bell Private Wealth Management
Pennsylvania
$2K -$2.16K -20 -47%
CA
574
Clearstead Advisors
Ohio
$2K -$2.16K -20 -44%
AssetMark Inc
575
AssetMark Inc
California
$2K -$324 -3 -12%