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OLO

Olo Inc

Delisted

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

185 hedge funds and large institutions have $873M invested in Olo Inc in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 79 increasing their positions, 47 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

204% more call options, than puts

Call options by funds: $2.81M | Put options by funds: $924K

68% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 47

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

20% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 20

6.89% more ownership

Funds ownership: 122.4%129.29% (+6.9%)

2% more funds holding

Funds holding: 181185 (+4)

16% less capital invested

Capital invested by funds: $1.04B → $873M (-$164M)

Holders
185
Holders Change
+4
Holders Change %
+2.21%
% of All Funds
2.9%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
24
Increased
79
Reduced
47
Closed
20
Calls
$2.81M
Puts
$924K
Net Calls
+$1.88M
Net Calls Change
+$1.44M
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
101
Mercer Global Advisors
Colorado
$262K
PWG
102
Portside Wealth Group
Utah
$258K +$288K +39,969 New
SOW
103
State of Wyoming
Wyoming
$249K +$234K +32,543 +548%
Barclays
104
Barclays
United Kingdom
$248K -$53.8K -7,475 -16%
EGM
105
Engineers Gate Manager
New York
$246K +$274K +38,132 New
PFM
106
Premier Fund Managers
United Kingdom
$246K -$480K -66,724 -64%
Janus Henderson Group
107
Janus Henderson Group
United Kingdom
$244K -$12.5M -1,734,432 -98%
CSIA
108
Charles Schwab Investment Advisory
California
$243K
Mirae Asset Global Investments
109
Mirae Asset Global Investments
South Korea
$241K
Envestnet Asset Management
110
Envestnet Asset Management
Illinois
$239K +$156K +21,650 +141%
ET
111
Equitable Trust
Tennessee
$232K -$36.5K -5,071 -12%
BTWM
112
Baker Tilly Wealth Management
Wisconsin
$226K -$20.9K -2,909 -8%
DIM
113
DC Investments Management
Virginia
$223K
Royal Bank of Canada
114
Royal Bank of Canada
Ontario, Canada
$221K +$179K +24,917 +265%
JMPWA
115
JP Morgan Private Wealth Advisors
California
$201K -$15.1K -2,098 -6%
OAM
116
Oppenheimer Asset Management
New York
$201K -$18.4K -2,556 -8%
SGCA
117
Steel Grove Capital Advisors
Tennessee
$197K
State Board of Administration of Florida Retirement System
118
State Board of Administration of Florida Retirement System
Florida
$190K +$97.8K +13,590 +86%
SRAM
119
Spouting Rock Asset Management
Pennsylvania
$187K +$19.5K +2,707 +10%
PMEF
120
Point72 Middle East FZE
United Arab Emirates
$186K +$207K +28,758 New
ASRS
121
Arizona State Retirement System
Arizona
$179K +$518 +72 +0.3%
CC
122
Corton Capital
Ontario, Canada
$156K +$101K +13,999 +137%
AIM
123
Aigen Investment Management
New York
$154K -$49.8K -6,919 -22%
TC
124
Telemus Capital
Michigan
$154K
VAS
125
Vestmark Advisory Solutions
Massachusetts
$153K -$2K -278 -1%

OLO Hedge Fund Activity: Q2 2023 in Review

185 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Olo Inc (OLO) for Q2 2023, worth a combined $873M — down 16% from $1.04B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new OLO positions and 20 closed out — a net gain of 4 holders — while 79 added to existing stakes and 47 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $12.5M. The largest seller was Wellington Management Group, cutting an estimated $16.6M.

  • 185 institutional investors held Olo Inc (OLO) as of Q2 2023, up from 181 in Q1 2023.
  • Funds reported $873M of Olo Inc stock for Q2 2023, down 16% quarter-over-quarter.
  • 24 funds opened new Olo Inc positions in Q2 2023 and 20 closed out, a net change of +4 holders.
  • The largest Olo Inc buyer in Q2 2023 was Citadel Advisors, an estimated $12.5M added.
  • The largest Olo Inc seller in Q2 2023 was Wellington Management Group, an estimated $16.6M sold.

Based on aggregated 13F filings for Q2 2023.