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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
FCA
576
FinTrust Capital Advisors
South Carolina
$6.18K
CFGS
577
Concourse Financial Group Securities
Alabama
$5.99K +$2.27K +24 +60%
ATPW
578
Ashton Thomas Private Wealth
Arizona
$5.8K +$5.87K +62 New
CAM
579
Close Asset Management
United Kingdom
$5K
CTA
580
Colonial Trust Advisors
South Carolina
$4.77K
CA
581
Clearstead Advisors
Ohio
$4.68K
1832 Asset Management
582
1832 Asset Management
Ontario, Canada
$4.68K +$4.73K +50 New
TWC
583
TD Waterhouse Canada
Ontario, Canada
$4.16K
LWCFA
584
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.02K +$3.79K +40 New
ZB
585
Zions Bancorporation
Utah
$3.84K -$4.36K -46 -53%
TCM
586
Tradewinds Capital Management
Washington
$3.75K
SIC
587
Salem Investment Counselors
North Carolina
$3.75K +$3.79K +40 New
AGWCA
588
Annis Gardner Whiting Capital Advisors
Florida
$3.18K -$1.23K -13 -28%
FC
589
Fairscale Capital
New Hampshire
$3.01K +$2.84K +30 New
VNA
590
Valley National Advisers
Pennsylvania
$3K -$473 -5 -13%
MPWT
591
MassMutual Private Wealth & Trust
Connecticut
$2.9K -$284 -3 -9%
RCM
592
Raleigh Capital Management
North Carolina
$2.87K +$1.51K +16 +107%
CAM
593
Creekmur Asset Management
Illinois
$2.81K
FMB
594
Field & Main Bank
Kentucky
$2.81K
IA
595
IFS Advisors
Kansas
$2.81K
SIS
596
Sound Income Strategies
Florida
$2.81K
BLC
597
Brown, Lisle/Cummings
Rhode Island
$2.81K +$2.84K +30 New
WIM
598
Westside Investment Management
California
$2.71K
VAG
599
VisionPoint Advisory Group
Texas
$2.62K -$189 -2 -7%
WAG
600
Wiser Advisor Group
Arizona
$2.25K