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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 %
CA
601
Clearstead Advisors
Ohio
$4.57K +$630 +8 +16%
PFBT
602
Parkside Financial Bank & Trust
Missouri
$4.1K -$1.73K -22 -30%
CAM
603
Close Asset Management
United Kingdom
$4K – – –
HWM
604
Hemington Wealth Management
Virginia
$4K +$1.68K +26 +72%
WCM
605
Winthrop Capital Management
Indiana
$4K +$4K +49 New
PFA
606
Pathway Financial Advisers
Indiana
$2.68K +$2.68K +34 New
CWM
607
Cedar Wealth Management
California
$2.52K -$44.1K -560 -95%
MPWT
608
MassMutual Private Wealth & Trust
Connecticut
$2.52K +$1.89K +24 +300%
S
609
Sachetta
Massachusetts
$2.44K +$79 +1 +3%
FC
610
Fairscale Capital
New Hampshire
$2.36K – – –
SIS
611
Sound Income Strategies
Florida
$2.36K – – –
IA
612
IFS Advisors
Kansas
$2.36K – – –
FMB
613
Field & Main Bank
Kentucky
$2.36K – – –
WIM
614
Westside Investment Management
California
$2.29K – – –
TCM
615
Tradewinds Capital Management
Washington
$1.97K -$1.18K -15 -38%
RCM
616
Raleigh Capital Management
North Carolina
$1.97K +$788 +10 +67%
PAM
617
Parvin Asset Management
South Dakota
$1.97K +$1.97K +25 New
VWA
618
Valued Wealth Advisors
Utah
$1.81K – – –
SIC
619
SJS Investment Consulting
Ohio
$1.81K +$552 +7 +44%
SC
620
SouthState Corp
Florida
$1.81K – – –
FFO
621
Fortitude Family Office
Arizona
$1.73K – – –
CMBA
622
C.M. Bidwell & Associates
Hawaii
$1.73K – – –
DPW
623
DiNuzzo Private Wealth
Pennsylvania
$1.73K +$394 +5 +29%
MAS
624
MPWM Advisory Solutions
Georgia
$1.66K +$1.66K +21 New
LFG
625
Larson Financial Group
Missouri
$1.42K -$1.1K -14 -44%
23 24
25
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