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OLO

Olo Inc

Delisted

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

184 hedge funds and large institutions have $717M invested in Olo Inc in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 58 increasing their positions, 65 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more call options, than puts

Call options by funds: $386K | Put options by funds: $182K

5% less funds holding

Funds holding: 194184 (-10)

6.41% less ownership

Funds ownership: 121.17%114.76% (-6.4%)

10% less capital invested

Capital invested by funds: $796M → $717M (-$79.1M)

11% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 65

23% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 35

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
184
Holders Change
-10
Holders Change %
-5.15%
% of All Funds
2.68%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
27
Increased
58
Reduced
65
Closed
35
Calls
$386K
Puts
$182K
Net Calls
+$204K
Net Calls Change
-$592K
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
151
Ameritas Investment Partners
Nebraska
$58.4K
BG
152
Bollard Group
Massachusetts
$54K
TIM
153
Tortoise Investment Management
New York
$47.8K
ASN
154
Advisory Services Network
Georgia
$45.2K +$43.4K +7,895 New
Osaic Holdings
155
Osaic Holdings
Arizona
$45K -$8.41K -1,530 -16%
MLICM
156
Metropolitan Life Insurance Company (MetLife)
New York
$32.9K
Amundi
157
Amundi
France
$28.1K
Lazard Asset Management
158
Lazard Asset Management
New York
$27K +$3.93K +715 +17%
SAM
159
Shell Asset Management
Netherlands
$24K -$6.84K -1,244 -23%
Simplex Trading
160
Simplex Trading
Illinois
$21K -$28.3K -5,145 -58%
CAS
161
Coppell Advisory Solutions
Texas
$17.3K +$18.2K +3,309 New
ACM
162
Aquatic Capital Management
Illinois
$17K -$152K -27,600 -90%
SPIA
163
Steward Partners Investment Advisory
New York
$13.2K -$34.4K -6,250 -73%
GPFA
164
Game Plan Financial Advisors
Ohio
$12K +$11.5K +2,100 New
Nisa Investment Advisors
165
Nisa Investment Advisors
Missouri
$8.32K -$11.1K -2,015 -58%
Russell Investments Group
166
Russell Investments Group
United Kingdom
$8.13K -$984K -179,011 -99%
Point72 Asset Management
167
Point72 Asset Management
Connecticut
$8.01K -$45.1K -8,200 -85%
FHA
168
First Horizon Advisors
Tennessee
$7.89K
GWM
169
Geneos Wealth Management
Colorado
$7.44K -$1.65K -300 -19%
LC
170
Lindbrook Capital
California
$4.82K +$4.63K +843 New
Fidelity Investments
171
Fidelity Investments
Massachusetts
$4.48K -$2.29K -417 -35%
PWMG
172
Private Wealth Management Group
New Jersey
$4.4K +$4.23K +769 New
S
173
SignatureFD
Georgia
$2.86K +$2.75K +500 New
MIM
174
Macroview Investment Management
Maryland
$2.25K -$7.12K -1,295 -77%
WWM
175
Wolff Wiese Magana
California
$2K

OLO Hedge Fund Activity: Q4 2023 in Review

184 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Olo Inc (OLO) for Q4 2023, worth a combined $717M — down 9.9% from $796M a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of OLO and 27 opened new positions — a net loss of 8 holders — while 65 trimmed existing stakes and 58 added.

The largest buyer was Fidelity International, opening a new position worth an estimated $23.8M. The largest seller was Brown Capital Management, cutting an estimated $19M.

  • 184 institutional investors held Olo Inc (OLO) as of Q4 2023, down from 194 in Q3 2023.
  • Funds reported $717M of Olo Inc stock for Q4 2023, down 9.9% quarter-over-quarter.
  • 27 funds opened new Olo Inc positions in Q4 2023 and 35 closed out, a net change of -8 holders.
  • The largest Olo Inc buyer in Q4 2023 was Fidelity International, an estimated $23.8M added.
  • The largest Olo Inc seller in Q4 2023 was Brown Capital Management, an estimated $19M sold.

Based on aggregated 13F filings for Q4 2023.