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OLO

Olo Inc

Delisted

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

132 hedge funds and large institutions have $2.46B invested in Olo Inc in 2021 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 56 increasing their positions, 16 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 12

250% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 16

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

42.99% more ownership

Funds ownership: 253.72%296.72% (+43%)

29% more funds holding

Funds holding: 102132 (+30)

5% less capital invested

Capital invested by funds: $2.6B → $2.46B (-$138M)

66% less call options, than puts

Call options by funds: $3.59M | Put options by funds: $10.4M

Holders
132
Holders Change
+30
Holders Change %
+29.41%
% of All Funds
2.31%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.11%
New
44
Increased
56
Reduced
16
Closed
12
Calls
$3.59M
Puts
$10.4M
Net Calls
-$6.85M
Net Calls Change
-$9.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
76
Stifel Financial
Missouri
$849K -$20.7K -581 -2%
Susquehanna International Group
77
Susquehanna International Group
Pennsylvania
$846K -$312K -8,738 -24%
PA
78
Paragon Advisors
Texas
$737K +$54.3K +1,520 +7%
MCIA
79
Mountain Capital Investment Advisors
Colorado
$703K +$889K +24,891 New
Envestnet Asset Management
80
Envestnet Asset Management
Illinois
$698K +$557K +15,607 +204%
DTL
81
Dynamic Technology Lab
Singapore
$656K +$532K +14,890 +215%
OAM
82
Oppenheimer Asset Management
New York
$633K +$753K +21,078 New
JG
83
Jefferies Group
New York
$601K +$714K +20,000 New
AWS
84
AJ Wealth Strategies
New York
$572K +$214K +6,000 +46%
Qube Research & Technologies (QRT)
85
Qube Research & Technologies (QRT)
United Kingdom
$548K +$652K +18,249 New
OQS
86
Occudo Quantitative Strategies
Florida
$539K +$641K +17,939 New
GGHC
87
Gilder Gagnon Howe & Co
New York
$538K +$37.9K +1,062 +6%
AAM
88
Azzad Asset Management
Virginia
$530K +$16.4K +458 +3%
HCA
89
Harbour Capital Advisors
Virginia
$527K +$226K +6,340 +57%
WWM
90
Wolff Wiese Magana
California
$482K +$557K +15,587 +3,381%
JF
91
Jump Financial
Illinois
$477K +$568K +15,905 New
HF
92
HRT Financial
New York
$476K +$566K +15,853 New
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$467K +$540K +15,120 New
Squarepoint
94
Squarepoint
New York
$465K +$281K +7,869 +103%
GLI
95
Guardian Life Insurance
New York
$459K +$545K +15,261 New
SG
96
StepStone Group
California
$406K +$482K +13,505 New
Charles Schwab
97
Charles Schwab
California
$321K +$99.9K +2,797 +36%
HighTower Advisors
98
HighTower Advisors
Illinois
$317K -$31.9K -894 -8%
Bank of New York Mellon
99
Bank of New York Mellon
New York
$313K -$943K -26,423 -72%
KPW
100
Kore Private Wealth
New York
$300K

OLO Hedge Fund Activity: Q3 2021 in Review

132 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Olo Inc (OLO) for Q3 2021, worth a combined $2.46B — down 5.3% from $2.6B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new OLO positions and 12 closed out — a net gain of 32 holders — while 56 added to existing stakes and 16 trimmed.

The largest buyer was Wells Fargo, adding an estimated $76.1M. The largest seller was Battery Management Corp, cutting an estimated $107M.

  • 132 institutional investors held Olo Inc (OLO) as of Q3 2021, up from 102 in Q2 2021.
  • Funds reported $2.46B of Olo Inc stock for Q3 2021, down 5.3% quarter-over-quarter.
  • 44 funds opened new Olo Inc positions in Q3 2021 and 12 closed out, a net change of +32 holders.
  • The largest Olo Inc buyer in Q3 2021 was Wells Fargo, an estimated $76.1M added.
  • The largest Olo Inc seller in Q3 2021 was Battery Management Corp, an estimated $107M sold.

Based on aggregated 13F filings for Q3 2021.