Oklo

OKLO • NYSE

Oklo is a regulated electric company in the utilities sector on NYSE, led by Jacob DeWitte, with a market cap of $17.4B. As of Q3 2025, 43% of shares are held by 626 institutional investors, with VANGUARD GROUP INC as the largest holder at 7.85%.

Chief Executive OfficerJacob DeWitte

Market Cap$17.4B

Regulated Electric

Utilities

Websiteoklo.com

Country

United States of America

Overview

Overview of institutional ownership in OKLO as of Q3 2025 with a market cap of $16.5B

All Institutions

Institutions: 626
Value Held: $7.1B
Shares Held: 63.7M
Avg Position: $11.3M
Median Position: $610.9K

Hedge Funds

Hedge Funds: 41
Value Held: $210.4M
Shares Held: 1.9M
Avg Position: $5.1M
Median Position: $2.2M

Ownership Breakdown

Institutional (non-HF)

41.84%

$6.9B

Hedge Funds

1.28%

$210.4M

Retail & Other

56.88%

$9.4B

Based on market cap of $16.5B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in OKLO as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$1.3B 0.02% of portfolio	7.85% 11.6M shares	Q2 2024 Held for 1y 5m	$6.69T
B BlackRock, Inc. Institution	-	$961.8M 0.02% of portfolio	5.84% 8.6M shares	Q2 2024 Held for 1y 5m	$5.67T
M MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Institution	-	$792.8M 1.28% of portfolio	4.81% 7.1M shares	Q3 2024 Held for 1y 2m	$61.8B
VAN ECK ASSOCIATES CORP ETF Provider	Jan Frederick Vaneck CEO	$387.9M 0.40% of portfolio	2.35% 3.5M shares	Q3 2024 Held for 1y 2m	$96.6B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$293.7M 0.02% of portfolio	1.78% 2.6M shares	Q2 2024 Held for 1y 5m	$1.57T
UBS Group AG Institution	Sergio P. Ermotti CEO	$281.7M 0.06% of portfolio	1.71% 2.5M shares	Q2 2023 Held for 2y 5m	$511.54B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$276.4M 0.01% of portfolio	1.68% 2.5M shares	Q1 2024 Held for 1y 8m	$2.88T
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$256.2M 0.02% of portfolio	1.56% 2.3M shares	Q3 2023 Held for 2y 2m	$1.65T
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	Omar Aguilar Chavez CEO	$119.5M 0.02% of portfolio	0.72% 1.1M shares	Q2 2024 Held for 1y 5m	$620.51B
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$115.2M 0.01% of portfolio	0.70% 1.0M shares	Q2 2023 Held for 2y 5m	$1.56T

Net Capital Flow

Institutional buying and selling activity for OKLO in Q3 2025

Net Flow: +$916.7M
Buyers: 216
Sellers: 213
Total Bought: +$1.7B
Total Sold: −$758.1M
Avg Position: $13.9M

Biggest Buyers

Institution	Net Bought	Current Position
M MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Institution	+$331.4M +3.0M shares	$792.8M 7.1M shares
VANGUARD GROUP INC Institution	+$323.9M +2.9M shares	$1.3B 11.6M shares
VAN ECK ASSOCIATES CORP ETF Provider	+$147.0M +1.3M shares	$387.9M 3.5M shares
B BlackRock, Inc. Institution	+$144.9M +1.3M shares	$961.8M 8.6M shares
UBS Group AG Institution	+$122.6M +1.1M shares	$281.7M 2.5M shares
MORGAN STANLEY RIA/Wealth	+$112.0M +1.0M shares	$256.2M 2.3M shares
JPMORGAN CHASE & CO Institution	+$69.4M +621.9K shares	$115.2M 1.0M shares
GEODE CAPITAL MANAGEMENT LLC ETF Provider	+$42.7M +382.3K shares	$293.7M 2.6M shares
STATE STREET CORP Institution	+$37.7M +337.4K shares	$276.4M 2.5M shares
BANK OF AMERICA CORP /DE/ Institution	+$35.6M +319.3K shares	$51.6M 462.3K shares

Biggest Sellers

Institution	Net Sold	Current Position
D D. E. Shaw & Co., Inc. Institution	−$93.3M −836.1K shares	$39.2M 351.1K shares
ExodusPoint Capital Management, LP Hedge Fund•Multi-Strategy	−$83.6M −1.5M shares	Sold Off 0 shares
Atomi Financial Group, Inc. RIA/Wealth	−$66.1M −592.1K shares	$30.1M 269.8K shares
T Toroso Investments, LLC ETF Provider	−$62.4M −559.0K shares	$7.8M 69.7K shares
Ghisallo Capital Management LLC Hedge Fund•Multi-Strategy	−$44.7M −400.0K shares	$27.9M 250.0K shares
VOLORIDGE INVESTMENT MANAGEMENT, LLC Hedge Fund•Multi-Strategy	−$31.8M −567.8K shares	Sold Off 0 shares
BARCLAYS PLC Institution	−$27.8M −249.4K shares	$18.0M 161.5K shares
A Alyeska Investment Group, L.P. Hedge Fund•Multi-Strategy	−$25.5M −455.5K shares	Sold Off 0 shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$18.4M −164.9K shares	$3.7M 32.7K shares
Q Quadrature Capital Ltd Institution	−$15.4M −275.3K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited OKLO in Q3 2025

New Positions: 199
New Value: $286.4M
Exited Positions: 65
Exited Value: $239.0M

New Positions

Institution	Position Value
T T. Rowe Price Investment Management, Inc. Insurance Manager	$69.8M 625.4K shares
C Capital World Investors Institution	$53.7M 481.0K shares
C CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM Institution	$20.0M 179.2K shares
DRIEHAUS CAPITAL MANAGEMENT LLC Hedge Fund•Event Driven	$12.3M 110.3K shares
FFG Partners, LLC RIA/Wealth	$10.3M 92.0K shares
CFG Asset Management LLC RIA/Wealth	$9.2M 82.8K shares
DIMENSIONAL FUND ADVISORS LP Long Only Manager	$6.2M 55.4K shares
P PineBridge Investments Ltd Institution	$5.8M 51.8K shares
FRANKLIN RESOURCES INC Institution	$4.8M 43.3K shares
S State of New Jersey Common Pension Fund D Institution	$4.2M 37.3K shares

Exited Positions

Institution	Previous Position
ExodusPoint Capital Management, LP Hedge Fund•Multi-Strategy	$83.6M 1.5M shares
VOLORIDGE INVESTMENT MANAGEMENT, LLC Hedge Fund•Multi-Strategy	$31.8M 567.8K shares
A Alyeska Investment Group, L.P. Hedge Fund•Multi-Strategy	$25.5M 455.5K shares
Q Quadrature Capital Ltd Institution	$15.4M 275.3K shares
H Headlands Technologies LLC Institution	$9.4M 167.2K shares
W Windmill Hill Asset Management Ltd Hedge Fund•Credit Arb	$5.8M 102.9K shares
C Covalis Capital LLP Institution	$5.6M 100.0K shares
S SPX Equities Gestao de Recursos Ltda Institution	$5.6M 100.0K shares
Monashee Investment Management LLC Hedge Fund•Sector	$5.0M 90.0K shares
V Vennlight Capital Management, LP Hedge Fund•Long/Short	$4.9M 87.5K shares

Options Activity

Institutions with the largest Call and Put options positions in OKLO as of Q3 2025

Call Positions: 33
Call Value: $2.3B
Put Positions: 52
Put Value: $2.0B

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$588.0M 52.7K contracts
J JANE STREET GROUP, LLC Institution	$585.9M 52.5K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$533.9M 47.8K contracts
W WOLVERINE TRADING, LLC Institution	$174.9M 15.0K contracts
D D. E. Shaw & Co., Inc. Institution	$169.6M 15.2K contracts
P PEAK6 LLC Institution	$84.3M 7.6K contracts
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro	$45.4M 4.1K contracts
Walleye Trading LLC RIA/Wealth	$34.2M 3.1K contracts
C Cubist Systematic Strategies, LLC Institution	$31.4M 2.8K contracts
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$24.3M 2.2K contracts

Put Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$514.5M 46.1K contracts
J JANE STREET GROUP, LLC Institution	$450.6M 40.4K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$425.3M 38.1K contracts
W WOLVERINE TRADING, LLC Institution	$105.2M 9.0K contracts
C CANTOR FITZGERALD, L. P. Institution	$65.9M 5.9K contracts
P PEAK6 LLC Institution	$54.0M 4.8K contracts
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro	$52.1M 4.7K contracts
BANK OF MONTREAL /CAN/ Institution	$40.4M 3.6K contracts
Walleye Trading LLC RIA/Wealth	$31.7M 2.8K contracts
T Troluce Capital Advisors LLC Hedge Fund•Multi-Strategy	$30.7M 2.8K contracts

Most Committed Institutions

Institutions with OKLO as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
P PORTLAND INVESTMENT COUNSEL INC. Institution	-	23.51% $85.6M	0.52% 766.5K shares	Q2 2024 Held for 1y 5m	$363.9M
Firsthand Capital Management, Inc. Institution	Kevin Michael Landis CEO	5.69% $3.3M	0.02% 30.0K shares	Q4 2024 Held for 11 months	$58.8M
Caitong International Asset Management Co., Ltd RIA/Wealth	Dusan Thomas Zachystal CEO	3.09% $4.5M	0.03% 40.1K shares	Q4 2024 Held for 11 months	$144.7M
W Westwood Wealth Management RIA/Wealth	Michael Andrew Puryear President	3.08% $8.4M	0.05% 75.3K shares	Q4 2024 Held for 11 months	$272.7M
FFG Partners, LLC RIA/Wealth	Gabriel Ethan Levy COO	2.78% $10.3M	0.06% 92.0K shares	Q3 2025 Held for 2 months	$368.9M
R RWQ Financial Management Services, Inc. RIA/Wealth	Benjamin A Brown CCO	2.12% $4.9M	0.03% 43.8K shares	Q2 2025 Held for 5 months	$230.5M
CARDIFF PARK ADVISORS, LLC RIA/Wealth	Patrick Andrew Vance Managing Partner	1.92% $24.9M	0.15% 223.2K shares	Q2 2024 Held for 1y 5m	$1.3B
G GeoSphere Capital Management Hedge Fund•Long/Short	Arvind Singh Sanger CIO	1.88% $2.5M	0.01% 22.1K shares	Q4 2024 Held for 11 months	$131.0M
Legacy Bridge, LLC Family Office	Michael Thomas Zuendel CEO	1.77% $4.2M	0.03% 38.0K shares	Q4 2024 Held for 11 months	$240.3M
A Arlington Capital Management, Inc. Institution	-	1.69% $2.6M	0.02% 23.5K shares	Q3 2025 Held for 2 months	$155.3M

Hedge Fund Spotlight

Discover hedge funds investing in OKLO

CAPSTONE INVESTMENT ADVISORS, LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerPaul Matthew Britton

Portfolio Value: $9.4B
Positions: 1,012
Last Reported: Q3 2025

Sector Allocation

Position in Oklo

Market Value: $216.3K
Shares Held: 1.9K
Portfolio Weight: 0.00%
Owned Since: 2025-Q1

Top Holding	Sector	Market Value	Weight
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2 Microsoft MSFT	Software - Infrastructure Technology	$1.1B	11.84%
3 Amazon AMZN	Specialty Retail Consumer Cyclical	$1.0B	11.12%