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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
VCM
176
Versant Capital Management
Arizona
$2K -$231 -42 -11%
PNC Financial Services Group
177
PNC Financial Services Group
Pennsylvania
$1.42K +$159 +29 +13%
TFA
178
Toth Financial Advisory
Virginia
$1.14K
VWM
179
Venturi Wealth Management
Texas
$1.04K
HI
180
Harbour Investments
Wisconsin
$658
GI
181
Gradient Investments
Minnesota
$561
QCG
182
Quadrant Capital Group
Ohio
$395 -$440 -80 -54%
Artisan Partners
183
Artisan Partners
Wisconsin
-$12.2M -2,010,922 Closed
BCM
184
Bares Capital Management
Texas
-$10M -1,654,863 Closed
AACP
185
Advantage Alpha Capital Partners
California
-$4.01M -662,108 Closed
Lord, Abbett & Co
186
Lord, Abbett & Co
New Jersey
-$3.5M -577,304 Closed
Tudor Investment Corp
187
Tudor Investment Corp
Connecticut
-$2.51M -414,511 Closed
GIPM
188
G2 Investment Partners Management
New York
-$1.51M -250,000 Closed
WB
189
WesBanco Bank
West Virginia
-$1.24M -204,712 Closed
WCM
190
Wisconsin Capital Management
Wisconsin
-$1.15M -189,500 Closed
MFS
191
Mirabella Financial Services
United Kingdom
-$845K -139,481 Closed
William Blair & Company
192
William Blair & Company
Illinois
-$648K -106,989 Closed
ADIM
193
Alpha DNA Investment Management
Maryland
-$528K -87,106 Closed
AWM
194
AE Wealth Management
Kansas
-$469K -77,402 Closed
M1FG
195
Mach-1 Financial Group
Arkansas
-$467K -77,124 Closed
LCM
196
Landscape Capital Management
New Jersey
-$420K -69,280 Closed
Creative Planning
197
Creative Planning
Kansas
-$418K -68,975 Closed
BFM
198
Boothbay Fund Management
New York
-$256K -42,208 Closed
Mercer Global Advisors
199
Mercer Global Advisors
Colorado
-$246K -40,635 Closed
SFI
200
Susquehanna Fundamental Investments
Pennsylvania
-$237K -39,048 Closed

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.