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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
S
601
Sachetta
Massachusetts
$2.23K
SC
602
SouthState Corp
Florida
$2.15K +$1.51K +16 +229%
CMBA
603
C.M. Bidwell & Associates
Hawaii
$2.06K
FFO
604
Fortitude Family Office
Arizona
$2.06K
CFB
605
Cullen/Frost Bankers
Texas
$1.78K -$1.7K -18 -49%
VWA
606
Valued Wealth Advisors
Utah
$1.78K
CIAS
607
CBIZ Investment Advisory Services
Ohio
$1.59K +$1.61K +17 New
SIC
608
SJS Investment Consulting
Ohio
$1.5K
BSB
609
Bangor Savings Bank
Maine
$1.31K
TPCW
610
TD Private Client Wealth
New York
$1.22K -$95 -1 -7%
CA
611
Continuum Advisory
Idaho
$1.22K
DPW
612
DiNuzzo Private Wealth
Pennsylvania
$1.22K +$284 +3 +30%
LFG
613
Larson Financial Group
Missouri
$1.22K +$1.14K +12 +1,200%
JWM
614
Janiczek Wealth Management
Colorado
$1.12K -$3.5K -37 -76%
CSC
615
Caldwell Sutter Capital
California
$1.12K
PMFA
616
Plante Moran Financial Advisors
Michigan
$1.12K
AW
617
Avion Wealth
Texas
$1K -$6.63K -70 -81%
FMP
618
Financial Management Professionals
Texas
$1K
TFA
619
Transamerica Financial Advisors
Florida
$1K
BCH
620
Berkshire Capital Holdings
California
$936
GEA
621
Glen Eagle Advisors
New Jersey
$936
ME
622
McIlrath & Eck
Washington
$936
AFWM
623
Abich Financial Wealth Management
Virginia
$936 +$947 +10 New
TWD
624
True Wealth Design
Ohio
$749 +$284 +3 +60%
KB
625
Kimelman & Baird
New York
$749 +$757 +8 New