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582 hedge funds and large institutions have $8.51B invested in Okta in 2022 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 194 increasing their positions, 188 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more funds holding in top 10

Funds holding in top 10: 1223 (+11)

53% more call options, than puts

Call options by funds: $620M | Put options by funds: $404M

25% more capital invested

Capital invested by funds: $6.79B → $8.51B (+$1.71B)

24% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 96

2.85% more ownership

Funds ownership: 79.11%81.96% (+2.8%)

2% more funds holding

Funds holding: 570582 (+12)

3% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 188

Holders
582
Holders Change
+12
Holders Change %
+2.11%
% of All Funds
9.36%
Holding in Top 10
23
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+91.67%
% of All Funds
0.37%
New
119
Increased
194
Reduced
188
Closed
96
Calls
$620M
Puts
$404M
Net Calls
+$216M
Net Calls Change
+$117M
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
551
MassMutual Private Wealth & Trust
Connecticut
$2K -$1.88K -33 -55%
BTI
552
Blue Trust Inc
Georgia
$2K -$1.77K -31 -49%
BC
553
Bartlett & Co
Ohio
$2K
CAL
554
Capital Advisors Ltd
Ohio
$2K +$11.6K +204 +1,074%
NC
555
NewSquare Capital
Pennsylvania
$1.91K +$1.6K +28 New
WWM
556
Wolff Wiese Magana
California
$1.84K +$285 +5 +23%
PS
557
PayPay Securities
Japan
$1.78K +$1.49K +26 New
National Pension Service
558
National Pension Service
South Korea
$1.71K -$13.8M -242,008 -100%
BCWM
559
Bartlett & Co Wealth Management
Ohio
$1.71K
BWM
560
BerganKDV Wealth Management
Minnesota
$1.71K +$914 +16 +178%
IGWM
561
ICA Group Wealth Management
Colorado
$1.37K +$1.14K +20 New
FFL
562
Financial Freedom LLC
Ohio
$1.3K +$1.08K +19 New
RTL
563
Red Tortoise LLC
Georgia
$1.23K +$1.03K +18 New
LFG
564
Larson Financial Group
Missouri
$1.09K
CAC
565
Core Alternative Capital
Georgia
$1.02K -$2.97K -52 -78%
SC
566
Schubert & Co
Texas
$1.02K +$685 +12 +400%
ADL
567
Asset Dedication LLC
California
$1K -$9.99K -175 -94%
FMP
568
Financial Management Professionals
Texas
$1K
TFA
569
Transamerica Financial Advisors
Florida
$1K
JWM
570
Janiczek Wealth Management
Colorado
$461 +$400 +7 New
SIC
571
SJS Investment Consulting
Ohio
$410 +$57 +1 +20%
DI
572
Disciplined Investments
Oklahoma
$410 +$228 +4 +200%
GI
573
Gradient Investments
Minnesota
$273 -$400 -7 -64%
CSPIA
574
Cary Street Partners Investment Advisory
Virginia
$273 +$228 +4 New
MA
575
Montag & Associates
Georgia
$205 -$11.4K -200 -99%