We are live on ! Find out more
OLO

Olo Inc

Delisted

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

171 hedge funds and large institutions have $1.04B invested in Olo Inc in 2022 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 53 increasing their positions, 52 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 26

4% more funds holding

Funds holding: 164171 (+7)

2% more call options, than puts

Call options by funds: $1.5M | Put options by funds: $1.47M

2% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 52

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

14.11% less ownership

Funds ownership: 143.11%129% (-14%)

19% less capital invested

Capital invested by funds: $1.29B → $1.04B (-$245M)

Holders
171
Holders Change
+7
Holders Change %
+4.27%
% of All Funds
2.95%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
33
Increased
53
Reduced
52
Closed
26
Calls
$1.5M
Puts
$1.47M
Net Calls
+$32K
Net Calls Change
+$2.45M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
151
Spire Wealth Management
Virginia
$5K -$956 -100 -15%
SPIA
152
Steward Partners Investment Advisory
New York
$5K +$3.95K +413 +174%
DFCM
153
Dark Forest Capital Management
Puerto Rico
$5K +$6.44K +673 New
LSA
154
Leonteq Securities AG
Switzerland
$4.57K
WWM
155
Wolff Wiese Magana
California
$4K -$148K -15,481 -97%
PNC Financial Services Group
156
PNC Financial Services Group
Pennsylvania
$3K +$2.34K +245 +163%
S
157
SignatureFD
Georgia
$2K
PAI
158
Pittenger & Anderson Inc
Nebraska
$2K +$2.07K +216 New
FHA
159
First Horizon Advisors
Tennessee
$1K
HR
160
Howe & Rusling
New York
$1K
BIA
161
Bell Investment Advisors
California
$1K +$622 +65 New
Carson Wealth (CWM LLC)
162
Carson Wealth (CWM LLC)
Nebraska
$1K +$1.29K +135 New
WFA
163
Wipfli Financial Advisors
Wisconsin
$1K +$1.5K +157 New
PA
164
Parallel Advisors
California
$1K +$1.51K +158 New
LC
165
Lindbrook Capital
California
$1K +$1.68K +176 New
APA
166
American Portfolios Advisors
New York
$506 -$784 -82 -56%
Capital Research Global Investors
167
Capital Research Global Investors
California
-$42.2M -4,278,940 Closed
Lord, Abbett & Co
168
Lord, Abbett & Co
New Jersey
-$8.16M -826,382 Closed
CW
169
Connectus Wealth
Ohio
-$3.73M -378,296 Closed
ZCI
170
Zevenbergen Capital Investments
Washington
-$2.07M -209,566 Closed
PP
171
PDT Partners
New York
-$1.67M -168,910 Closed
Ameriprise
172
Ameriprise
Minnesota
-$1.36M -137,999 Closed
Squarepoint
173
Squarepoint
New York
-$1.19M -120,318 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
174
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$1.18M -120,000 Closed
SG Americas Securities
175
SG Americas Securities
New York
-$992K -100,472 Closed

OLO Hedge Fund Activity: Q3 2022 in Review

171 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Olo Inc (OLO) for Q3 2022, worth a combined $1.04B — down 19% from $1.29B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new OLO positions and 26 closed out — a net gain of 7 holders — while 53 added to existing stakes and 52 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $33M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $42.2M sold.

  • 171 institutional investors held Olo Inc (OLO) as of Q3 2022, up from 164 in Q2 2022.
  • Funds reported $1.04B of Olo Inc stock for Q3 2022, down 19% quarter-over-quarter.
  • 33 funds opened new Olo Inc positions in Q3 2022 and 26 closed out, a net change of +7 holders.
  • The largest Olo Inc buyer in Q3 2022 was Kayne Anderson Rudnick Investment Management, an estimated $33M added.
  • The largest Olo Inc seller in Q3 2022 was Capital Research Global Investors, an estimated $42.2M sold.

Based on aggregated 13F filings for Q3 2022.