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 %
AA
576
AlphaMark Advisors
Kentucky
$9K
AW
577
Avion Wealth
Texas
$9K +$1.15K +11 +15%
WWM
578
Wolff Wiese Magana
California
$8.68K -$10.7K -102 -55%
TIM
579
Thompson Investment Management
Wisconsin
$8.58K
TAM
580
Tucker Asset Management
Colorado
$8.27K +$8.27K +79 New
JWA
581
JFS Wealth Advisors
Pennsylvania
$8.16K
HIA
582
Harbor Investment Advisory
Maryland
$7.95K -$2.83K -27 -26%
BTI
583
Blue Trust Inc
Georgia
$7.74K -$15.1K -144 -66%
RA
584
Rise Advisors
New York
$7.74K
NCM
585
Northwest Capital Management
Oregon
$7.32K
FCA
586
FinTrust Capital Advisors
South Carolina
$6.91K
PWMG
587
Private Wealth Management Group
New Jersey
$6.28K
BC
588
Barrett & Company
Rhode Island
$6.28K
LF
589
LifeSteps Financial
California
$6.28K +$6.28K +60 New
HFS
590
Hantz Financial Services
Michigan
$6K
CAM
591
Close Asset Management
United Kingdom
$6K
PFBT
592
Parkside Financial Bank & Trust
Missouri
$5.86K
VCM
593
Versant Capital Management
Arizona
$5.44K +$1.99K +19 +58%
CTA
594
Colonial Trust Advisors
South Carolina
$5.34K
QT
595
Quantbot Technologies
New York
$5.23K +$5.23K +50 New
JWM
596
Janiczek Wealth Management
Colorado
$5.13K +$523 +5 +11%
EC
597
Elequin Capital
New York
$5.02K +$5.02K +48 New
CA
598
Clearstead Advisors
Ohio
$4.92K -$40.3K -410 -89%
AGWCA
599
Annis Gardner Whiting Capital Advisors
Florida
$4.92K +$1.36K +13 +38%
MG
600
Mather Group
Illinois
$4.61K +$4.61K +51 New