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OLO

Olo Inc

Delisted

OLO was delisted on the 11th of September, 2025.

102 hedge funds and large institutions have $2.6B invested in Olo Inc in 2021 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 23 increasing their positions, 22 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $7.72M | Put options by funds: $4.88M

50% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 28

41% more capital invested

Capital invested by funds: $1.84B → $2.6B (+$760M)

16% more funds holding

Funds holding: 88102 (+14)

5% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 22

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

83.38% less ownership

Funds ownership: 337.11%253.72% (-83%)

Holders
102
Holders Change
+14
Holders Change %
+15.91%
% of All Funds
1.78%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
42
Increased
23
Reduced
22
Closed
28
Calls
$7.72M
Puts
$4.88M
Net Calls
+$2.84M
Net Calls Change
+$2.84M
Name Holding Trade Value Shares
Change
Change in
Stake
Squarepoint
76
Squarepoint
New York
$285K +$242K +7,625 New
Envestnet Asset Management
77
Envestnet Asset Management
Illinois
$285K +$242K +7,634 New
PP
78
Paloma Partners
Connecticut
$262K +$222K +6,998 New
DTL
79
Dynamic Technology Lab
Singapore
$259K +$220K +6,940 New
Russell Investments Group
80
Russell Investments Group
United Kingdom
$258K +$245K +7,712 New
Commonwealth Equity Services
81
Commonwealth Equity Services
Massachusetts
$239K +$203K +6,399 New
BTWM
82
Baker Tilly Wealth Management
Wisconsin
$232K +$197K +6,200 New
CSS
83
Cubist Systematic Strategies
Connecticut
$230K +$195K +6,141 New
HH
84
HWG Holdings
Texas
$171K +$145K +4,564 New
Osaic Holdings
85
Osaic Holdings
Arizona
$163K +$28K +881 +25%
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$150K +$127K +4,010 New
Group One Trading
87
Group One Trading
Illinois
$129K +$110K +3,463 New
QT
88
Quantbot Technologies
New York
$123K +$105K +3,300 New
JP Morgan Chase
89
JP Morgan Chase
New York
$70K +$34.6K +1,091 +137%
CP
90
Castleview Partners
Texas
$47K +$40.1K +1,263 New
SWM
91
Spire Wealth Management
Virginia
$22K
WWM
92
Wolff Wiese Magana
California
$17K
TFS
93
TrustCore Financial Services
Tennessee
$16K
CG
94
Cutler Group
California
$11K +$9.52K +300 New
FAM
95
Fred Alger Management
New York
$10K +$825 +26 +10%
UBS Group
96
UBS Group
Switzerland
$7K -$1.32M -41,623 -100%
FHA
97
First Horizon Advisors
Tennessee
$6K
FF
98
FourThought Financial
Florida
$3K
HR
99
Howe & Rusling
New York
$3K
APA
100
American Portfolios Advisors
New York
$2.39K

OLO Hedge Fund Activity: Q2 2021 in Review

102 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Olo Inc (OLO) for Q2 2021, worth a combined $2.6B — up 41% from $1.84B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new OLO positions and 28 closed out — a net gain of 14 holders — while 23 added to existing stakes and 22 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $40.4M. The largest seller was T. Rowe Price Associates, exiting entirely with an estimated $34.3M sold.

  • 102 institutional investors held Olo Inc (OLO) as of Q2 2021, up from 88 in Q1 2021.
  • Funds reported $2.6B of Olo Inc stock for Q2 2021, up 41% quarter-over-quarter.
  • 42 funds opened new Olo Inc positions in Q2 2021 and 28 closed out, a net change of +14 holders.
  • The largest Olo Inc buyer in Q2 2021 was Capital Research Global Investors, an estimated $40.4M added.
  • The largest Olo Inc seller in Q2 2021 was T. Rowe Price Associates, an estimated $34.3M sold.

Based on aggregated 13F filings for Q2 2021.