Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Oklo Inc (OKLO)

674 + Investors. Track Smart Money conviction in OKLO. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -9
Streak
1Q ▼
Buyers last Q
57%

Smart Money Signals — OKLO

Based on 677 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their OKLO positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
677 hedge funds hold OKLO right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +133% more funds vs a year ago

fund count last 6Q
+387 new funds entered over the past year (+133% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 57% buying

435 buying326 selling
Last quarter: 435 funds bought or added vs 326 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-59 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 235 → 239 → 194 → 135. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 47% entered in last year

■ 7% conviction (2yr+) ■ 46% medium ■ 47% new
Only 50 funds (7%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💎

Buying through price weakness — shares +7%, value -33%

Value
-33%
Shares
+7%
Last quarter: funds added +7% more shares while total portfolio value only changed -33%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

106 → 235 → 239 → 194 → 135 new funds/Q
New funds entering each quarter: 235 → 239 → 194 → 135. OKLO is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 68% of holders entered in last year

■ 10% veterans ■ 21% 1-2yr ■ 68% new
Of 734 current holders: 502 (68%) entered in the past year, only 75 (10%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
✅

Strong quality — 29% AUM from major funds

29% from top-100 AUM funds
56 of 666 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
5.0
out of 10
Moderate Exit Risk
Exit risk score 5.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — OKLO

In 2026 Q1, 435 hedge funds were net buyers of OKLO (135 opened a new position, 300 added to an existing one), while 326 reduced or exited (182 trimmed, 144 sold completely) — a 57% buyer ratio, indicating a slight buying edge. 29% of total institutional value in OKLO is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -9 funds (more exits than new entries). Total institutional holders: 677.

Hedge Fund Ownership: OKLO

How many hedge funds hold OKLO — quarterly history vs. share price
Quarterly hedge fund ownership of OKLO vs. share price

Market Analysis: OKLO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OKLO

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Oklo Inc (OKLO) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much OKLO has moved relative to its sector benchmark (XLU) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 81d ago
OKLO
+23.4%
XLU
-2.5%

OKLO outperformed XLU by +25.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
OKLO
-1.7%
XLU
+2.0%

Since the filing became public, OKLO outperformed XLU by -3.7% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

45 top-rated funds 3 high-conviction
Consensus
7.2
/ 10
breadth
×
Elite
2.7
/ 10
conviction
Hedge Fund Positioning: OKLO
674 + Investors

Track Smart Money conviction in OKLO. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 674 686 -1.75%
13F Shares 117M 109M 7.41%
Total Value $5.49B $8.25B -33.42%
New Positions 133 194 -61
Increased Positions 284 231 +53
Closed Positions 145 154 -9
Reduced Positions 166 194 -28
Total Calls 34 34 -
Total Puts 34 43 -20.93%
PUT/CALL Ratio 1.0 1.26 Neutral

Statistics: OKLO

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

674 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in OKLO. Verified SEC 13F-HR filings.

QUARTER:
Top 25 OKLO holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Portland Investment Counsel INC. 9.38% 589,480 $29.2M
2 BLKBRD Asset Management, LP 4.75% 36,650 $1.8M
3 Firsthand Capital Management, Inc. 3.17% 30,000 $1.5M
4 Caz Investments LP 2.94% 50,800 $2.5M
5 Defiance ETFs, LLC 2.59% 3,643,044 $180.7M
6 Westwood Wealth Management 1.81% 93,190 $4.6M
7 Arlington Capital Management, Inc. 1.38% 49,490 $2.5M
8 October Effect Ltd 1.37% 23,988 $1.2M
9 DG Capital Management, LLC 1.14% 75,000 $3.7M
10 Philadelphia Investment Partners, LLC 1.11% 32,891 $1.6M
11 Scientech Research LLC 0.98% 23,699 $1.2M
12 Cardiff Park Advisors, LLC 0.89% 223,350 $11.1M
13 Mcguire Capital Advisors Inc 0.89% 27,891 $1.4M
14 Trask Adam Roland 0.84% 18,003 $893K
15 Piar LLC 0.77% 19,980 $991K
16 Legacy Bridge, LLC 0.77% 40,545 $2.0M
17 Neo Ivy Capital Management 0.60% 45,584 $2.3M
18 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.60% 8,856,496 $439.2M
19 MRA Advisory Group 0.49% 24,145 $1.2M
20 Themes Management Co LLC 0.48% 15,684 $778K
21 SLT Holdings LLC 0.48% 14,275 $708K
22 Spirit of America Management Corp/Ny 0.44% 45,050 $2.2M
23 Cantor Fitzgerald, L. P. 0.44% 600,000 $29.8M
24 Destiny Wealth Partners, LLC 0.43% 78,509 $3.9M
25 Bouvel Investment Partners, LLC 0.42% 29,350 $1.5M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Oklo Inc (OKLO)

What does the Smart Money Trend signal show for OKLO?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their OKLO positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for OKLO?

Slight buying edge — 57% buying: Last quarter: 435 funds bought or added vs 326 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for OKLO holders?

Strong quality — 29% AUM from major funds: 56 of 666 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held OKLO?

Mostly new holders — 47% entered in last year: Only 50 funds (7%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Oklo Inc (OKLO) following the 2026 Q1 hedge fund 13F filings?

As of today, OKLO has moved -1.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the XLU sector ETF — an outperformance of -3.7%. Since the quarter end (March 31, 2026), OKLO has gained +23.4% vs -2.5% for XLU. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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