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OLO

Olo Inc

Delisted

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

158 hedge funds and large institutions have $1.49B invested in Olo Inc in 2022 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 71 increasing their positions, 30 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 30

32% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 28

5% more funds holding

Funds holding: 150158 (+8)

11% less call options, than puts

Call options by funds: $2.76M | Put options by funds: $3.1M

28% less capital invested

Capital invested by funds: $2.07B → $1.49B (-$580M)

33.39% less ownership

Funds ownership: 174.35%140.96% (-33%)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
158
Holders Change
+8
Holders Change %
+5.33%
% of All Funds
2.49%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
37
Increased
71
Reduced
30
Closed
28
Calls
$2.76M
Puts
$3.1M
Net Calls
-$339K
Net Calls Change
-$14M
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
101
Stifel Financial
Missouri
$308K -$64.3K -4,154 -15%
FA
102
FDx Advisors
Illinois
$294K +$159K +10,264 +86%
Charles Schwab
103
Charles Schwab
California
$292K
Natixis Advisors
104
Natixis Advisors
Massachusetts
$291K +$175K +11,330 +106%
PP
105
Paloma Partners
Connecticut
$287K +$12.3K +798 +4%
ET
106
Equitable Trust
Tennessee
$265K +$309K +19,989 New
OPFM
107
Optimus Prime Fund Management
Cayman Islands
$265K +$309K +20,000 New
B
108
BloombergSen
Ontario, Canada
$258K +$302K +19,500 New
AWS
109
AJ Wealth Strategies
New York
$252K
Cambridge Investment Research Advisors
110
Cambridge Investment Research Advisors
Iowa
$249K -$129K -8,306 -31%
IAP
111
Indie Asset Partners
Indiana
$247K +$12.4K +800 +4%
AAM
112
Azzad Asset Management
Virginia
$247K +$12.7K +818 +5%
YWP
113
YorkBridge Wealth Partners
New York
$223K +$260K +16,812 New
Neuberger Berman Group
114
Neuberger Berman Group
New York
$222K +$44.3K +2,862 +21%
LFAS
115
Level Four Advisory Services
Texas
$214K -$108K -6,950 -30%
HighTower Advisors
116
HighTower Advisors
Illinois
$213K +$27.2K +1,758 +12%
WT
117
Whittier Trust
California
$213K +$93.8K +6,060 +61%
EWM
118
Evercore Wealth Management
New York
$191K +$223K +14,404 New
LPL Financial
119
LPL Financial
California
$185K -$52.8K -3,415 -20%
ASRS
120
Arizona State Retirement System
Arizona
$184K +$215K +13,886 New
BFM
121
Boothbay Fund Management
New York
$184K +$215K +13,906 New
Osaic Holdings
122
Osaic Holdings
Arizona
$182K +$64.1K +4,144 +44%
Citigroup
123
Citigroup
New York
$163K +$108K +6,969 +130%
GPFA
124
Game Plan Financial Advisors
Ohio
$160K +$187K +12,100 New
Legal & General Group
125
Legal & General Group
United Kingdom
$151K +$82.8K +5,350 +89%

OLO Hedge Fund Activity: Q1 2022 in Review

158 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Olo Inc (OLO) for Q1 2022, worth a combined $1.49B — down 28% from $2.07B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new OLO positions and 28 closed out — a net gain of 9 holders — while 71 added to existing stakes and 30 trimmed.

The largest buyer was Brown Capital Management, adding an estimated $54.4M. The largest seller was Glynn Capital Management, exiting entirely with an estimated $22.9M sold.

  • 158 institutional investors held Olo Inc (OLO) as of Q1 2022, up from 150 in Q4 2021.
  • Funds reported $1.49B of Olo Inc stock for Q1 2022, down 28% quarter-over-quarter.
  • 37 funds opened new Olo Inc positions in Q1 2022 and 28 closed out, a net change of +9 holders.
  • The largest Olo Inc buyer in Q1 2022 was Brown Capital Management, an estimated $54.4M added.
  • The largest Olo Inc seller in Q1 2022 was Glynn Capital Management, an estimated $22.9M sold.

Based on aggregated 13F filings for Q1 2022.