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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 %
ASN
701
Advisory Services Network
Georgia
– -$570K -6,092 Closed
PP
702
PDT Partners
New York
– -$415K -5,583 Closed
IMCOOI
703
Investment Management Corp of Ontario (IMCO)
Canada
– -$395K -5,317 Closed
TFS
704
Thoroughbred Financial Services
Tennessee
– -$384K -5,168 Closed
PWM
705
Perigon Wealth Management
California
– -$377K -5,065 Closed
AIA
706
Angeles Investment Advisors
California
– -$326K -4,384 Closed
AC
707
Armistice Capital
New York
– -$308K -4,139 Closed
DADC
708
D.A. Davidson & Co
Montana
– -$301K -4,047 Closed
BCM
709
BluePointe Capital Management
California
– -$300K -4,033 Closed
VAS
710
Vestmark Advisory Solutions
Massachusetts
– -$295K -3,964 Closed
TF
711
Trek Financial
Arizona
– -$285K -3,831 Closed
HNWAG
712
High Net Worth Advisory Group
Florida
– -$273K -3,673 Closed
IWC
713
Integrated Wealth Concepts
Massachusetts
– -$267K -3,597 Closed
FAIM
714
Financial Advocates Investment Management
Washington
– -$228K -3,064 Closed
N
715
Natixis
France
– -$227K -3,058 Closed
NS
716
NBC Securities
Alabama
– -$214K -2,885 Closed
NYLIM
717
New York Life Investment Management
New York
– -$206K -2,774 Closed
PHK
718
Point72 Hong Kong
Hong Kong
– -$159K -2,133 Closed
CJ
719
Caitlin John
Michigan
– -$62.7K -800 Closed
FFA
720
Frazier Financial Advisors
Ohio
– -$57.8K -778 Closed
CCA
721
Catalyst Capital Advisors
New York
– -$55.7K -749 Closed
GA
722
GoalVest Advisory
New York
– -$30.5K -410 Closed
IUHSA
723
Itau Unibanco Holding S.A.
Brazil
– -$25K -336 Closed
VSQM
724
V-Square Quantitative Management
Illinois
– -$21K -282 Closed
ATS
725
Ashton Thomas Securities
New York
– -$17.3K -233 Closed
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