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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
AFS
576
Annapolis Financial Services
Maryland
$2K
CMBA
577
C.M. Bidwell & Associates
Hawaii
$2K
WWM
578
Wolff Wiese Magana
California
$2K
SC
579
Schubert & Co
Texas
$2K +$1.19K +11 +183%
BC
580
Bartlett & Co
Ohio
$2K +$2.7K +25 New
SWM
581
Sugarloaf Wealth Management
Georgia
$2K +$2.7K +25 New
ED
582
Exane Derivatives
France
$1.36K -$77.8K -720 -98%
FSWA
583
Financial Synergies Wealth Advisors
Texas
$1.27K +$1.51K +14 New
GI
584
Gradient Investments
Minnesota
$1K -$4.18M -38,690 -100%
AWM
585
Avior Wealth Management
Nebraska
$1K -$3.24K -30 -70%
FEG
586
Financial Enhancement Group
Indiana
$1K
FMP
587
Financial Management Professionals
Texas
$1K
LFG
588
Larson Financial Group
Missouri
$1K
PA
589
PSI Advisors
Florida
$1K
DI
590
Disciplined Investments
Oklahoma
$1K +$108 +1 +20%
TFA
591
Transamerica Financial Advisors
Florida
$1K +$108 +1 New
LF
592
Lee Financial
Texas
$1K +$216 +2 +29%
TFA
593
Toth Financial Advisory
Virginia
$1K +$324 +3 +60%
JFGIW
594
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K +$648 +6 New
SFG
595
Steward Financial Group
Texas
$1K +$1.51K +14 New
WWMSC
596
Wagner Wealth Management (South Carolina)
South Carolina
$1K +$1.73K +16 New
FP
597
Financial Perspectives
Minnesota
$362
FGAM
598
Financial Gravity Asset Management
Texas
$300 -$43K -398 -33%
GFPC
599
Global Financial Private Client
Florida
$96
RDIA
600
RE Dickinson Investment Advisors
Iowa
$7