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 %
HI
551
Harbour Investments
Wisconsin
$27.1K +$3.14K +30 +13%
CSB
552
City State Bank
Iowa
$27K +$16.6K +160 +160%
CA
553
CoreCap Advisors
Michigan
$22.7K +$22.7K +217 New
RTC
554
Riverview Trust Company
Washington
$21.6K +$21.6K +206 New
NS
555
NBC Securities
Alabama
$21K -$22.8K -212 -52%
Bank Julius Baer & Co
556
Bank Julius Baer & Co
Switzerland
$20.9K
PCMC
557
Planning Capital Management Corporation
Pennsylvania
$20.9K +$20.9K +200 New
HCP
558
Hexagon Capital Partners
Arkansas
$17.8K
Jones Financial Companies
559
Jones Financial Companies
Missouri
$16.9K +$16.9K +162 New
AWM
560
Avior Wealth Management
Nebraska
$16.4K -$374K -3,575 -96%
PP
561
Pacifica Partners
Canada
$16.1K +$14K +133 +665%
FP
562
Financial Perspectives
Minnesota
$15.8K
PTC
563
Private Trust Company
Ohio
$13.1K -$314 -3 -2%
HIIFS
564
Harel Insurance Investments & Financial Services
Israel
$13K -$7.02K -68 -35%
OP
565
ORG Partners
Indiana
$12.8K -$536K -5,175 -98%
TFGT
566
TS Financial Group (TSFG)
Illinois
$12K
MIM
567
Macroview Investment Management
Maryland
$11.4K -$942 -9 -8%
CFO
568
CVA Family Office
Colorado
$11K
TCPG
569
Trivant Custom Portfolio Group
California
$10.5K
RIL
570
Rothschild Investment LLC
Illinois
$10.5K
AA
571
Addison Advisors
Vermont
$10.5K
BGAI
572
Bruce G. Allen Investments
Colorado
$10.4K
BIA
573
Bell Investment Advisors
California
$9.31K
MAM
574
Meeder Asset Management
Ohio
$9.21K +$9.21K +88 New
ZB
575
Zions Bancorporation
Utah
$9.1K -$1.88K -18 -17%