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Okta
OKTA

Overview Fund Activity

621 hedge funds and large institutions have $9.98B invested in Okta in 2024 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 220 increasing their positions, 207 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
-9
Holders Change %
-1.43%
% of All Funds
8.98%
Holding in Top 10
11
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-38.89%
% of All Funds
0.16%
New
93
Increased
220
Reduced
207
Closed
97
Calls
$643M
Puts
$385M
Net Calls
+$258M
Net Calls Change
-$67M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.35B
2
JCAM
Jericho Capital Asset Management
New York
$89M
3
Nomura Holdings
Nomura Holdings
Japan
$73.6M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$49.4M
5
EC
Eminence Capital
New York
$194M

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
$69.9M
2
Citadel Advisors
Citadel Advisors
Florida
$21.6M
3
MCMC
Matrix Capital Management Company
New Hampshire
$0
4
American Century Companies
American Century Companies
Missouri
$341M
5
Truist Financial
Truist Financial
North Carolina
$4.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWA
676
Kingswood Wealth Advisors
California
– -$246K -2,624 Closed
GGS
677
Galvin Gaustad & Stein
Arizona
– -$239K -2,550 Closed
MFAM
678
Motley Fool Asset Management
Virginia
– -$238K -2,513 Closed
ISWM
679
Independent Solutions Wealth Management
New York
– -$233K -2,492 Closed
BJL
680
Brighton Jones LLC
Washington
– -$232K -2,474 Closed
FFM
681
Forum Financial Management
Illinois
– -$230K -2,462 Closed
I
682
INVST
Indiana
– -$226K -2,394 Closed
GT
683
Greenleaf Trust
Michigan
– -$216K -2,307 Closed
BP
684
Ballentine Partners
Massachusetts
– -$215K -2,300 Closed
SW
685
Schulz Wealth
Texas
– -$214K -2,284 Closed
CAM
686
Claret Asset Management
Quebec, Canada
– -$207K -2,216 Closed
MYAM
687
Meiji Yasuda Asset Management
Japan
– -$207K -2,213 Closed
BRWA
688
B. Riley Wealth Advisors
Florida
– -$207K -2,212 Closed
LSA
689
L & S Advisors
California
– -$206K -2,200 Closed
TAM
690
Tucker Asset Management
Colorado
– -$196K -2,089 Closed
WTG
691
West Tower Group
Virginia
– -$187K -2,000 Closed
NAMA
692
Nikko Asset Management Americas
New York
– -$106K -1,129 Closed
KFS
693
Kelly Financial Services
Massachusetts
– -$67.6K -722 Closed
HFM
694
Harvest Fund Management
China
– -$62K -658 Closed
AIM
695
Arcadia Investment Management
Michigan
– -$46.8K -500 Closed
GLR
696
Great Lakes Retirement
Ohio
– -$36.5K -390 Closed
IWA
697
IBEX Wealth Advisors
New Jersey
– -$27.9K -298 Closed
IC
698
Innealta Capital
Texas
– -$21.7K -232 Closed
RTC
699
Riverview Trust Company
Washington
– -$19.3K -206 Closed
RWMG
700
Redwood Wealth Management Group
New Jersey
– -$17.3K -185 Closed
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