We are live on ! Find out more
OLO

Olo Inc

Delisted

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

194 hedge funds and large institutions have $796M invested in Olo Inc in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 62 increasing their positions, 61 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more call options, than puts

Call options by funds: $1.39M | Put options by funds: $589K

39% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 28

5% more funds holding

Funds holding: 185194 (+9)

2% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 61

8.12% less ownership

Funds ownership: 129.29%121.17% (-8.1%)

9% less capital invested

Capital invested by funds: $873M → $796M (-$76.1M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
194
Holders Change
+9
Holders Change %
+4.86%
% of All Funds
3.08%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
39
Increased
62
Reduced
61
Closed
28
Calls
$1.39M
Puts
$589K
Net Calls
+$796K
Net Calls Change
-$1.08M
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
201
Prudential Financial
New Jersey
-$375K -58,100 Closed
PFM
202
Premier Fund Managers
United Kingdom
-$246K -37,631 Closed
Envestnet Asset Management
203
Envestnet Asset Management
Illinois
-$239K -36,985 Closed
ET
204
Equitable Trust
Tennessee
-$232K -35,980 Closed
OAM
205
Oppenheimer Asset Management
New York
-$201K -31,038 Closed
AIM
206
Aigen Investment Management
New York
-$154K -23,899 Closed
VAS
207
Vestmark Advisory Solutions
Massachusetts
-$153K -23,703 Closed
SSA
208
Schonfeld Strategic Advisors
New York
-$132K -20,428 Closed
Franklin Resources
209
Franklin Resources
California
-$130K -20,075 Closed
LOAMU
210
Lombard Odier Asset Management (USA)
New York
-$116K -17,906 Closed
VVA
211
Vintage Ventures Advisors
Israel
-$97.6K -15,115 Closed
DU
212
Delphia (USA)
Ontario, Canada
-$80.6K -12,472 Closed
Thrivent Financial for Lutherans
213
Thrivent Financial for Lutherans
Minnesota
-$81K -12,400 Closed
VF
214
Virtu Financial
New York
-$77K -11,984 Closed
BCI
215
Brinker Capital Investments
Pennsylvania
-$65.2K -10,098 Closed
OPS
216
Orion Portfolio Solutions
Nebraska
-$65.2K -10,098 Closed
LC
217
Lindbrook Capital
California
-$3.68K -569 Closed
Fifth Third Bancorp
218
Fifth Third Bancorp
Ohio
-$1.65K -256 Closed
S
219
SignatureFD
Georgia
-$808 -125 Closed
PA
220
Parallel Advisors
California
-$640 -99 Closed
EWA
221
EverSource Wealth Advisors
Alabama
-$556 -86 Closed
C
222
Covestor
United Kingdom
-$13 -2 -13%

OLO Hedge Fund Activity: Q3 2023 in Review

194 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Olo Inc (OLO) for Q3 2023, worth a combined $796M — down 8.7% from $873M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new OLO positions and 28 closed out — a net gain of 11 holders — while 62 added to existing stakes and 61 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $7.03M. The largest seller was Battery Management Corp, exiting entirely with an estimated $23.6M sold.

  • 194 institutional investors held Olo Inc (OLO) as of Q3 2023, up from 185 in Q2 2023.
  • Funds reported $796M of Olo Inc stock for Q3 2023, down 8.7% quarter-over-quarter.
  • 39 funds opened new Olo Inc positions in Q3 2023 and 28 closed out, a net change of +11 holders.
  • The largest Olo Inc buyer in Q3 2023 was Janus Henderson Group, an estimated $7.03M added.
  • The largest Olo Inc seller in Q3 2023 was Battery Management Corp, an estimated $23.6M sold.

Based on aggregated 13F filings for Q3 2023.