We are live on ! Find out more

620 hedge funds and large institutions have $12B invested in Okta in 2023 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 184 increasing their positions, 236 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more call options, than puts

Call options by funds: $1.02B | Put options by funds: $456M

28% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 90

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

16% more capital invested

Capital invested by funds: $10.3B → $12B (+$1.66B)

5.11% more ownership

Funds ownership: 81.21%86.32% (+5.1%)

4% more funds holding

Funds holding: 599620 (+21)

22% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 236

Holders
620
Holders Change
+21
Holders Change %
+3.51%
% of All Funds
9.04%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.28%
New
115
Increased
184
Reduced
236
Closed
90
Calls
$1.02B
Puts
$456M
Net Calls
+$559M
Net Calls Change
+$266M
Name Holding Trade Value Shares
Change
Change in
Stake
FMB
576
Field & Main Bank
Kentucky
$2.71K
IA
577
IFS Advisors
Kansas
$2.71K
MPWT
578
MassMutual Private Wealth & Trust
Connecticut
$2.63K
WIM
579
Westside Investment Management
California
$2.63K +$2.21K +29 New
VAG
580
VisionPoint Advisory Group
Texas
$2.54K -$1.07K -14 -33%
AF
581
Advisornet Financial
Minnesota
$2.35K +$458 +6 +30%
SIS
582
Strategic Investment Solutions
Illinois
$2.26K +$1.91K +25 New
S
583
Sachetta
Massachusetts
$2.17K +$1.83K +24 New
WAG
584
Wiser Advisor Group
Arizona
$2.17K +$1.83K +24 New
CSC
585
Caldwell Sutter Capital
California
$2.08K +$1.75K +23 New
ADL
586
Asset Dedication LLC
California
$2K +$610 +8 +67%
VNA
587
Valley National Advisers
Pennsylvania
$2K +$1.91K +25 New
CMBA
588
C.M. Bidwell & Associates
Hawaii
$1.99K
FFO
589
Fortitude Family Office
Arizona
$1.99K +$1.68K +22 New
CFB
590
Cullen/Frost Bankers
Texas
$1.81K +$1.53K +20 New
CHC
591
City Holding Co
West Virginia
$1.63K
VWA
592
Valued Wealth Advisors
Utah
$1.55K +$1.45K +19 New
PP
593
Pacifica Partners
Canada
$1.45K +$1.53K +20 New
SIC
594
SJS Investment Consulting
Ohio
$1.45K +$153 +2 +14%
MSWM
595
McGlone Suttner Wealth Management
Wisconsin
$1.36K +$1.14K +15 New
PS
596
PayPay Securities
Japan
$1.32K +$381 +5 +56%
M
597
MOTCO
Texas
$1.27K
BF
598
BOK Financial
Oklahoma
$1.27K +$1.07K +14 New
FMP
599
Financial Management Professionals
Texas
$1K
TFA
600
Transamerica Financial Advisors
Florida
$1K