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OLO

Olo Inc

Delisted

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

150 hedge funds and large institutions have $2.07B invested in Olo Inc in 2021 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 57 increasing their positions, 28 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

293% more call options, than puts

Call options by funds: $18.3M | Put options by funds: $4.66M

104% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 28

67% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 30

14% more funds holding

Funds holding: 132150 (+18)

16% less capital invested

Capital invested by funds: $2.46B → $2.07B (-$392M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

122.37% less ownership

Funds ownership: 296.72%174.35% (-122%)

Holders
150
Holders Change
+18
Holders Change %
+13.64%
% of All Funds
2.31%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
50
Increased
57
Reduced
28
Closed
30
Calls
$18.3M
Puts
$4.66M
Net Calls
+$13.7M
Net Calls Change
+$20.5M
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
101
Wisconsin Capital Management
Wisconsin
$405K -$2.88M -110,699 -85%
AWS
102
AJ Wealth Strategies
New York
$396K
CSS
103
Cubist Systematic Strategies
Connecticut
$386K -$315K -12,098 -39%
IAP
104
Indie Asset Partners
Indiana
$371K +$464K +17,825 New
AAM
105
Azzad Asset Management
Virginia
$370K +$4.08K +157 +0.9%
UBS AM
106
UBS AM
Illinois
$368K +$460K +17,700 New
SPIA
107
Steward Partners Investment Advisory
New York
$367K +$459K +17,636 New
LPL Financial
108
LPL Financial
California
$362K +$452K +17,390 New
CS
109
Credit Suisse
Switzerland
$347K +$434K +16,696 New
VF
110
Virtu Financial
New York
$331K +$165K +6,353 +67%
SGCA
111
Steel Grove Capital Advisors
Tennessee
$317K +$397K +15,247 New
HighTower Advisors
112
HighTower Advisors
Illinois
$296K +$95.2K +3,658 +34%
Neuberger Berman Group
113
Neuberger Berman Group
New York
$289K -$1.25M -48,191 -78%
Verition Fund Management
114
Verition Fund Management
Connecticut
$287K +$359K +13,814 New
FA
115
FDx Advisors
Illinois
$248K +$111K +4,258 +55%
Simplex Trading
116
Simplex Trading
Illinois
$234K -$3.43M -131,947 -92%
Natixis Advisors
117
Natixis Advisors
Massachusetts
$222K +$277K +10,662 New
TRCT
118
Tower Research Capital (TRC)
New York
$220K +$35K +1,346 +15%
SRAM
119
Spouting Rock Asset Management
Pennsylvania
$218K +$272K +10,461 New
KPW
120
Kore Private Wealth
New York
$217K +$10.8K +416 +4%
WT
121
Whittier Trust
California
$208K
CCA
122
Cross Creek Advisors
Utah
$202K +$175K +6,712 New
Osaic Holdings
123
Osaic Holdings
Arizona
$198K +$55.8K +2,146 +29%
BG
124
Bollard Group
Massachusetts
$198K +$247K +9,510 New
US Bancorp
125
US Bancorp
Minnesota
$156K -$58.1K -2,233 -23%

OLO Hedge Fund Activity: Q4 2021 in Review

150 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Olo Inc (OLO) for Q4 2021, worth a combined $2.07B — down 16% from $2.46B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new OLO positions and 30 closed out — a net gain of 20 holders — while 57 added to existing stakes and 28 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $154M. The largest seller was Battery Management Corp, cutting an estimated $167M.

  • 150 institutional investors held Olo Inc (OLO) as of Q4 2021, up from 132 in Q3 2021.
  • Funds reported $2.07B of Olo Inc stock for Q4 2021, down 16% quarter-over-quarter.
  • 50 funds opened new Olo Inc positions in Q4 2021 and 30 closed out, a net change of +20 holders.
  • The largest Olo Inc buyer in Q4 2021 was Wellington Management Group, an estimated $154M added.
  • The largest Olo Inc seller in Q4 2021 was Battery Management Corp, an estimated $167M sold.

Based on aggregated 13F filings for Q4 2021.