OKTA icon

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 %
EWA
551
EverSource Wealth Advisors
Alabama
$35.5K +$2.05K +26 +6%
PH
552
Pinnacle Holdings
Oklahoma
$35.5K +$35.5K +450 New
AA
553
Ancora Advisors
Ohio
$34.2K -$39.4K -500 -54%
MCM
554
Manchester Capital Management
Vermont
$33.6K -$1.5K -19 -4%
VCM
555
Versant Capital Management
Arizona
$32.4K -$50K -634 -61%
GCS
556
Gordian Capital (Singapore)
Singapore
$27.7K -$788 -10 -3%
FFWM
557
Future Financial Wealth Management
Ohio
$27.6K – – –
GI
558
GAMMA Investing
California
$26.6K +$4.49K +57 +20%
LC
559
Lindbrook Capital
California
$26.2K -$10.1K -128 -28%
BOJHT
560
Bank of Jackson Hole Trust
Wyoming
$24.8K +$24.8K +315 New
GSWM
561
Golden State Wealth Management
California
$23.7K +$23.7K +301 New
JWA
562
JFS Wealth Advisors
Pennsylvania
$21.8K +$2.13K +27 +11%
HCP
563
Hexagon Capital Partners
Arkansas
$21.3K +$788 +10 +4%
CAL
564
Capital Advisors Ltd
Ohio
$21K – – –
CSB
565
City State Bank
Iowa
$20.5K – – –
CT
566
Colonial Trust
South Carolina
$17.4K +$17.4K +221 New
CFGS
567
Concourse Financial Group Securities
Alabama
$16K +$3.81K +43 +31%
WPWM
568
Western Pacific Wealth Management
Illinois
$15.8K -$58.5K -743 -79%
Bank Julius Baer & Co
569
Bank Julius Baer & Co
Switzerland
$15.8K +$1.05K +12 +7%
O
570
Ossiam
France
$14.6K -$87.2K -1,106 -86%
AAP
571
Arax Advisory Partners
Colorado
$13K -$15.9K -202 -55%
FP
572
Financial Perspectives
Minnesota
$11.9K – – –
CA
573
CoreCap Advisors
Michigan
$11.2K -$3.86K -49 -26%
WTA
574
Washington Trust Advisors
Massachusetts
$11.1K +$11.1K +141 New
ETC
575
Exchange Traded Concepts
Oklahoma
$10.8K -$2.13K -27 -16%
21 22
23
24 25