We are live on ! Find out more

582 hedge funds and large institutions have $8.51B invested in Okta in 2022 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 194 increasing their positions, 188 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more funds holding in top 10

Funds holding in top 10: 1223 (+11)

53% more call options, than puts

Call options by funds: $620M | Put options by funds: $404M

25% more capital invested

Capital invested by funds: $6.79B → $8.51B (+$1.71B)

24% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 96

2.85% more ownership

Funds ownership: 79.11%81.96% (+2.8%)

2% more funds holding

Funds holding: 570582 (+12)

3% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 188

Holders
582
Holders Change
+12
Holders Change %
+2.11%
% of All Funds
9.36%
Holding in Top 10
23
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+91.67%
% of All Funds
0.37%
New
119
Increased
194
Reduced
188
Closed
96
Calls
$620M
Puts
$404M
Net Calls
+$216M
Net Calls Change
+$117M
Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
651
North Star Investment Management
Illinois
-$7K -130 Closed
GWSG
652
GPS Wealth Strategies Group
Colorado
-$7K -127 Closed
PLU
653
Performa Ltd (US)
South Carolina
-$5K -90 Closed
MFT
654
Moisand Fitzgerald Tamayo
Florida
-$5K -82 Closed
WT
655
Whittier Trust
California
-$4K -75 Closed
EW
656
Evoke Wealth
California
-$4K -70 Closed
M1FG
657
Mach-1 Financial Group
Arkansas
-$2K -50 Closed
FPB
658
First PREMIER Bank
South Dakota
-$3K -49 Closed
MAM
659
Meeder Asset Management
Ohio
-$2K -43 Closed
ST
660
Smithfield Trust
Pennsylvania
-$1.83K -32 -82%
OLVIG
661
Oliver Lagore Vanvalin Investment Group
Michigan
-$2K -30 Closed
MS
662
Mizuho Securities
Japan
-$2K -27 Closed
BA
663
Bellwether Advisors
Nebraska
-$1K -25 Closed
CA
664
Clearstead Advisors
Ohio
-$1K -25 Closed
ACM
665
Absolute Capital Management
Pennsylvania
-$1.31K -23 Closed
AFS
666
Annapolis Financial Services
Maryland
-$1K -22 Closed
AssetMark Inc
667
AssetMark Inc
California
-$1K -22 Closed
BBPWM
668
Blue Bell Private Wealth Management
Pennsylvania
-$1K -20 Closed
WWMSC
669
Wagner Wealth Management (South Carolina)
South Carolina
-$1K -16 Closed
SFO
670
Standard Family Office
South Dakota
-$1K -13 Closed
FEG
671
Financial Enhancement Group
Indiana
-$1K -12 Closed
JFGIW
672
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$1K -10 Closed
PA
673
PSI Advisors
Florida
-$1K -10 Closed
VWM
674
Valley Wealth Managers
New Jersey
-$285 -5 Closed
VF
675
VitalStone Financial
Texas
+$171 +3 New