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605 hedge funds and large institutions have $10.9B invested in Okta in 2022 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 241 increasing their positions, 199 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more funds holding in top 10

Funds holding in top 10: 1823 (+5)

21% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 199

0.58% less ownership

Funds ownership: 80.77%80.19% (-0.58%)

12% less funds holding

Funds holding: 684605 (-79)

25% less call options, than puts

Call options by funds: $560M | Put options by funds: $743M

39% less capital invested

Capital invested by funds: $18B → $10.9B (-$7.05B)

48% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 148

Holders
605
Holders Change
-79
Holders Change %
-11.55%
% of All Funds
10.19%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.39%
New
77
Increased
241
Reduced
199
Closed
148
Calls
$560M
Puts
$743M
Net Calls
-$183M
Net Calls Change
+$173M
Name Holding Trade Value Shares
Change
Change in
Stake
PWS
676
Precision Wealth Strategies
Missouri
-$258K -1,707 Closed
PWA
677
Providence Wealth Advisors
Illinois
-$253K -1,700 Closed
VWM
678
Vigilare Wealth Management
Arizona
-$252K -1,670 Closed
DGI
679
Disciplined Growth Investors
Minnesota
-$252K -1,667 Closed
YC
680
Yarbrough Capital
Tennessee
-$250K -1,659 Closed
SLT
681
St Louis Trust
Missouri
-$247K -1,638 Closed
XT
682
XTX Topco
Cayman Islands
-$247K -1,636 Closed
AP
683
Appleton Partners
Massachusetts
-$243K -1,612 Closed
CCM
684
Conway Capital Management
California
-$242K -1,605 Closed
Janney Montgomery Scott
685
Janney Montgomery Scott
Pennsylvania
-$236K -1,561 Closed
RFA
686
Resurgent Financial Advisors
Georgia
-$235K -1,557 Closed
NB
687
Norinchukin Bank
Japan
-$232K -1,538 Closed
AIM
688
Allen Investment Management
New York
-$231K -1,533 Closed
WEG
689
World Equity Group
Illinois
-$231K -1,530 Closed
Fisher Asset Management
690
Fisher Asset Management
Washington
-$229K -1,515 Closed
GIM
691
Guild Investment Management
California
-$226K -1,500 Closed
LFM
692
LGT Fund Management
Liechtenstein
-$223K -1,500 Closed
SG
693
Strid Group
Pennsylvania
-$225K -1,489 Closed
BAM
694
Belpointe Asset Management
Nevada
-$220K -1,451 Closed
SBIA
695
Sheaff Brock Investment Advisors
Indiana
-$218K -1,449 Closed
SCA
696
Spearhead Capital Advisors
Florida
-$218K -1,447 Closed
AC
697
ASB Consultores
Florida
-$217K -1,435 Closed
SPC
698
Sigma Planning Corp
Michigan
-$216K -1,434 Closed
KWM
699
Kingsview Wealth Management
Oregon
-$215K -1,422 Closed
BCM
700
Brookstone Capital Management
Illinois
-$206K -1,420 Closed