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 %
TCOV
576
Trust Company of Vermont
Vermont
$10.8K – – –
BGAI
577
Bruce G. Allen Investments
Colorado
$10.7K +$3.23K +41 +43%
UB
578
UMB Bank
Missouri
$10.3K -$38.9K -494 -79%
CFO
579
CVA Family Office
Colorado
$10K -$1.81K -23 -15%
PTC
580
Private Trust Company
Ohio
$9.85K – – –
WT
581
Whittier Trust
California
$9.06K +$788 +10 +10%
HIIFS
582
Harel Insurance Investments & Financial Services
Israel
$9K -$157 -2 -2%
TFGT
583
TS Financial Group (TSFG)
Illinois
$9K – – –
HI
584
Harbour Investments
Wisconsin
$8.12K -$3.47K -44 -30%
RIL
585
Rothschild Investment LLC
Illinois
$8.04K +$158 +2 +2%
TCPG
586
Trivant Custom Portfolio Group
California
$7.88K – – –
AA
587
Addison Advisors
Vermont
$7.88K – – –
SSB
588
Sandy Spring Bank
Maryland
$7.57K -$39.4K -500 -84%
CFB
589
Cullen/Frost Bankers
Texas
$7.57K -$15.7K -199 -67%
BIA
590
Bell Investment Advisors
California
$7.33K – – –
WWM
591
Wolff Wiese Magana
California
$7.25K +$709 +9 +11%
TIM
592
Thompson Investment Management
Wisconsin
$6.46K – – –
HFS
593
Hantz Financial Services
Michigan
$6K – – –
BTI
594
Blue Trust Inc
Georgia
$5.67K -$23.6K -300 -81%
TWC
595
TD Waterhouse Canada
Ontario, Canada
$5.36K +$1.89K +24 +55%
MG
596
Mather Group
Illinois
$5.19K -$786 -10 -13%
PWMG
597
Private Wealth Management Group
New Jersey
$5.12K +$2.29K +29 +81%
VHAM
598
Van Hulzen Asset Management
California
$5.04K +$5.04K +64 New
CWC
599
Carolinas Wealth Consulting
North Carolina
$5.04K +$5.04K +64 New
HCM
600
Hollencrest Capital Management
California
$4.73K +$4.73K +60 New
22 23
24
25 26