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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
PTC
551
Private Trust Company
Ohio
$11.7K
MIM
552
Macroview Investment Management
Maryland
$11.3K +$1.14K +12 +11%
TFGT
553
TS Financial Group (TSFG)
Illinois
$11K
UWS
554
Unique Wealth Strategies
Illinois
$10.5K +$9.47K +100 New
CFO
555
CVA Family Office
Colorado
$10.3K +$473 +5 +5%
OWA
556
Opal Wealth Advisors
New York
$9.83K +$9.94K +105 New
AA
557
Addison Advisors
Vermont
$9.36K
RIL
558
Rothschild Investment LLC
Illinois
$9.36K
TCPG
559
Trivant Custom Portfolio Group
California
$9.36K
TCOV
560
Trust Company of Vermont
Vermont
$9.36K +$9.47K +100 New
BIA
561
Bell Investment Advisors
California
$9.27K +$947 +10 +11%
ETC
562
Exchange Traded Concepts
Oklahoma
$9.08K +$9.18K +97 New
BGAI
563
Bruce G. Allen Investments
Colorado
$8.89K -$379 -4 -4%
AWM
564
Avior Wealth Management
Nebraska
$8.61K -$6.15K -65 -41%
PWMG
565
Private Wealth Management Group
New Jersey
$8.24K +$2.65K +28 +47%
AA
566
AlphaMark Advisors
Kentucky
$8K
WWM
567
Wolff Wiese Magana
California
$7.77K
TIM
568
Thompson Investment Management
Wisconsin
$7.68K
HIA
569
Harbor Investment Advisory
Maryland
$7.58K +$473 +5 +7%
JWA
570
JFS Wealth Advisors
Pennsylvania
$7.3K
NCM
571
Northwest Capital Management
Oregon
$6.55K
Optiver Holding
572
Optiver Holding
Netherlands
$6.46K +$6.53K +69 New
RA
573
Rise Advisors
New York
$6.37K -$568 -6 -8%
AAP
574
Arax Advisory Partners
Colorado
$6.27K +$6.34K +67 New
PFBT
575
Parkside Financial Bank & Trust
Missouri
$6.18K +$947 +10 +18%