We are live on ! Find out more

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
PFGIA
726
Patriot Financial Group Insurance Agency
Massachusetts
-$21K -140 Closed
T
727
TCWP
Ohio
-$20K -137 Closed
FCA
728
FinTrust Capital Advisors
South Carolina
-$17K -110 Closed
CAGAS
729
Capital Advisory Group Advisory Services
Minnesota
-$16K -107 Closed
RTC
730
Riverview Trust Company
Washington
-$15K -99 Closed
SWA
731
SOA Wealth Advisors
New York
-$14K -93 Closed
BFC
732
Bedel Financial Consulting
Indiana
-$13K -89 Closed
TPCW
733
TD Private Client Wealth
New York
-$13K -86 Closed
WT
734
Washington Trust
Rhode Island
-$11K -72 Closed
LWCFA
735
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$6K -40 Closed
CWP
736
Concord Wealth Partners
Virginia
-$4.1K -38 -93%
TCWA
737
Ten Capital Wealth Advisors
Washington
-$3K -19 Closed
EFS
738
Econ Financial Services
Pennsylvania
-$3K -18 Closed
PWMG
739
Prestige Wealth Management Group
New Jersey
-$2K -16 Closed
TFO
740
Tarbox Family Office
California
-$2K -13 Closed
TAM
741
Tucker Asset Management
Colorado
-$1.51K -10 Closed
PCA
742
Providence Capital Advisors
North Carolina
-$1K -9 Closed
TH
743
TCTC Holdings
Texas
-$1K -6 Closed
CI
744
Cordant Inc
Oregon
-$1K -5 Closed
SCA
745
Stonebridge Capital Advisors
Minnesota
+$324 +3 New
VCM
746
Versant Capital Management
Arizona
+$540 +5 New