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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 %
CPA
726
Capital Performance Advisors
California
– -$14.5K -196 Closed
MIM
727
Macroview Investment Management
Maryland
– -$11.1K -149 Closed
BFPW
728
BOK Financial Private Wealth
Colorado
– -$7.43K -100 Closed
NC
729
nVerses Capital
Florida
– -$7.43K -100 Closed
NCM
730
Northwest Capital Management
Oregon
– -$5.2K -70 Closed
RA
731
Rise Advisors
New York
– -$5.06K -68 Closed
SIC
732
Salem Investment Counselors
North Carolina
– -$3.35K -45 Closed
SL
733
Salomon & Ludwin
Virginia
– -$3.12K -42 Closed
PG
734
Proffitt & Goodson
Tennessee
– -$2.97K -40 Closed
DIP
735
DT Investment Partners
Pennsylvania
– -$2.23K -30 Closed
JIP
736
Jaffetilchin Investment Partners
Florida
– -$2.16K -29 Closed
HIA
737
Harbor Investment Advisory
Maryland
– -$1.49K -20 Closed
CIAS
738
CBIZ Investment Advisory Services
Ohio
– -$1.26K -17 Closed
BSB
739
Bangor Savings Bank
Maine
– -$1.04K -14 Closed
ADL
740
Asset Dedication LLC
California
– -$893 -12 Closed
CSC
741
Caldwell Sutter Capital
California
– -$892 -12 Closed
CA
742
Claris Advisors
Missouri
– -$595 -8 Closed
ZB
743
Zions Bancorporation
Utah
– -$446 -6 Closed
T
744
Tidemark
California
– -$372 -5 Closed
VAMG
745
Voisard Asset Management Group
Michigan
– -$372 -5 Closed
1IA
746
1620 Investment Advisors
Massachusetts
– -$320 -4 Closed
CTC
747
Central Trust Company
Missouri
– -$138 -2 Closed
MCM
748
MV Capital Management
Maryland
– -$75 -1 Closed
GAM
749
Groupama Asset Management
France
– -$896K – –
DWM
750
Dogwood Wealth Management
Kansas
– -$1 – –
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30