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OLO

Olo Inc

Delisted

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

208 hedge funds and large institutions have $1.2B invested in Olo Inc in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 76 increasing their positions, 73 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more call options, than puts

Call options by funds: $2.61M | Put options by funds: $1.12M

51% more capital invested

Capital invested by funds: $797M → $1.2B (+$404M)

17% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 30

2% more funds holding

Funds holding: 204208 (+4)

1.14% more ownership

Funds ownership: 114.01%115.15% (+1.1%)

4% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 73

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
208
Holders Change
+4
Holders Change %
+1.96%
% of All Funds
2.74%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
35
Increased
76
Reduced
73
Closed
30
Calls
$2.61M
Puts
$1.12M
Net Calls
+$1.49M
Net Calls Change
+$1.42M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
176
Steward Partners Investment Advisory
New York
$13.3K
MA
177
MCF Advisors
Kentucky
$13.1K +$8.02K +1,034 +236%
Nisa Investment Advisors
178
Nisa Investment Advisors
Missouri
$13K -$8.23K -1,062 -42%
SCM
179
Sterling Capital Management
North Carolina
$12.9K +$3.58K +462 +47%
BNP Paribas Asset Management
180
BNP Paribas Asset Management
France
$11K +$9.65K +1,245 New
SS
181
SBI Securities
Japan
$10.1K -$27.3K -3,521 -76%
IA
182
IFP Advisors
Florida
$9.1K -$1.93K -249 Closed
HIM
183
Hillsdale Investment Management
Ontario, Canada
$8.01K -$1.55K -200 -18%
MCM
184
MAI Capital Management
Ohio
$7.82K +$6.82K +879 New
VCM
185
Versant Capital Management
Arizona
$7.34K
CIAM
186
Caitong International Asset Management
Hong Kong
$5.82K +$4.8K +619 +1,769%
DB
187
Danske Bank
Denmark
$5.34K
AF
188
Allworth Financial
California
$4.98K +$2.71K +350 +167%
AAS
189
Ameritas Advisory Services
Nebraska
$4K +$3.49K +450 New
PNC Financial Services Group
190
PNC Financial Services Group
Pennsylvania
$3.97K +$2.5K +323 +263%
US Bancorp
191
US Bancorp
Minnesota
$3.8K
ACM
192
Aster Capital Management
United Arab Emirates
$3.44K +$2.99K +386 New
C
193
Covestor
United Kingdom
$3K -$78 -10 -3%
RIL
194
Rothschild Investment LLC
Illinois
$2.63K +$1.05K +135 +84%
EP
195
Essential Partners
California
$2.17K +$1.89K +244 New
CA
196
Clearstead Advisors
Ohio
$2.06K +$1.79K +231 New
HNB
197
Huntington National Bank
Ohio
$2K -$39 -5 -2%
EWA
198
EverSource Wealth Advisors
Alabama
$1.9K +$233 +30 +16%
GPFA
199
Game Plan Financial Advisors
Ohio
$1.78K -$11.6K -1,500 -88%
TFA
200
Toth Financial Advisory
Virginia
$1.78K

OLO Hedge Fund Activity: Q2 2025 in Review

208 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Olo Inc (OLO) for Q2 2025, worth a combined $1.2B — up 51% from $797M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new OLO positions and 30 closed out — a net gain of 5 holders — while 76 added to existing stakes and 73 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $48.8M. The largest seller was Ophir Asset Management, exiting entirely with an estimated $19.6M sold.

  • 208 institutional investors held Olo Inc (OLO) as of Q2 2025, up from 204 in Q1 2025.
  • Funds reported $1.2B of Olo Inc stock for Q2 2025, up 51% quarter-over-quarter.
  • 35 funds opened new Olo Inc positions in Q2 2025 and 30 closed out, a net change of +5 holders.
  • The largest Olo Inc buyer in Q2 2025 was Fidelity Investments, an estimated $48.8M added.
  • The largest Olo Inc seller in Q2 2025 was Ophir Asset Management, an estimated $19.6M sold.

Based on aggregated 13F filings for Q2 2025.