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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
$151M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
$140M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
$176M
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
$36.1M
2
WRCM
Whale Rock Capital Management
Massachusetts
$64.1M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.34B
4
JCAM
Jericho Capital Asset Management
New York
$0
5
Nomura Holdings
Nomura Holdings
Japan
$6.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
SO
626
Sierra Ocean
California
$1.34K +$1.34K +17 New
FMP
627
Financial Management Professionals
Texas
$1.26K – – –
RAM
628
Riggs Asset Management
Pennsylvania
$1.2K +$1.2K +15 New
CSWM
629
Cassady Schiller Wealth Management
Ohio
$1.18K +$1.18K +15 New
AssetMark Inc
630
AssetMark Inc
California
$1.11K +$1.03K +13 +1,300%
CA
631
Continuum Advisory
Idaho
$1.02K -$709 -9 -41%
FWM
632
FSA Wealth Management
Massachusetts
$1.02K – – –
NWWA
633
New Wave Wealth Advisors
Arkansas
$1.02K +$1.02K +13 New
PS
634
PayPay Securities
Japan
$946 +$552 +7 +140%
BCH
635
Berkshire Capital Holdings
California
$788 – – –
ME
636
McIlrath & Eck
Washington
$788 – – –
GEA
637
Glen Eagle Advisors
New Jersey
$788 – – –
DRP
638
Decker Retirement Planning
Utah
$788 +$788 +10 New
SFG
639
Stonebridge Financial Group
Pennsylvania
$788 +$788 +10 New
MMCM
640
Murphy & Mullick Capital Management
New York
$788 +$788 +10 New
KB
641
Kimelman & Baird
New York
$631 – – –
WAG
642
Wiser Advisor Group
Arizona
$630 -$1.1K -14 -64%
AF
643
Advisornet Financial
Minnesota
$630 +$315 +4 +100%
PWA
644
Principia Wealth Advisory
Texas
$630 +$630 +8 New
CWA
645
Carolina Wealth Advisors
South Carolina
$630 +$630 +8 New
CTA
646
Colonial Trust Advisors
South Carolina
$552 -$3.47K -44 -86%
GFPC
647
Global Financial Private Client
Florida
$473 +$473 +6 New
DWM
648
Darwin Wealth Management
Florida
$472 – – –
KFI
649
Key Financial Inc
Pennsylvania
$394 – – –
PWA
650
Physician Wealth Advisors
Utah
$394 +$394 +5 New
24 25
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