The selling is concentrated in two firms, one of which nearly exited entirely. With no activist or high-conviction buyers stepping in, the institutional tone is cautious. Monitor next quarter's 13F for follow-through selling or a reversal.
Executive Summary
Five asset managers added to Oklo Inc. in Q3 2026, with aggregate buying of $296K, while two sellers reduced by $3.3M. The net institutional flow is negative (-$3.0M), driven by a large trim from Prime Capital Investment Advisors. The cluster is small in absolute dollar terms and dominated by passive/asset-manager types, not activist or high-conviction funds, limiting the signal's significance.
Key Financial Metrics
Institutional Positions
Net institutional flow: -$3.0M
▲ Buyers (5)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Wealth Enhancement Advisory Services | ADD | +69.9% | $1.0M | $177.0K |
| Vontobel Holding | ADD | +72.9% | $487.0K | $89.0K |
| Farther Finance Advisors | ADD | +43.9% | $560.0K | $10.0K |
| Td Waterhouse Canada | DOUBLED | +200.5% | $41.0K | $21.0K |
| Assetmark | ADD | +41.5% | $6.0K | $7.00 |
▼ Sellers (2)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Prime Capital Investment Advisors | TRIM | -69.4% | $3.6M | -$2.8M |
| Nisa Investment Advisors | NEAR_EXIT | -99.8% | $484.0K | -$483.0K |
Key Facts
- 5 buyers added $296K in new holdings; 2 sellers reduced by $3.3M
- Net institutional outflow of approximately $3.0M in Q3 2026
- Prime Capital Investment Advisors trimmed 69.4% of its position, selling $2.8M worth
- Nisa Investment Advisors nearly exited, selling 99.8% of its stake ($483K)
- Largest buyer was Wealth Enhancement Advisory Services, adding $177K (+69.9%)
- All participants are asset managers, not activist or event-driven funds
Financial Impact
Net institutional outflow of $3.0M in Q3 2026 — $296K in buying vs $3.3M in selling
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound since quarter-end
- Small absolute dollar amounts ($2.1M total buyer holdings) limit the signal's reliability
- No insider buying corroboration provided — institutional signal is standalone
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-OKLO-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 21, 2026 5d ago | Institutional Cluster | $27.01 | awaiting T+20 | — | — |
Oct 9, 2026 17d ago | 144 | $34.70 | awaiting T+20 | — | — |
Oct 6, 2026 20d ago | 144 | $38.55 | awaiting T+20 | — | — |
Oct 5, 2026 21d ago | Insider Cluster | $38.55 | awaiting T+20 | — | — |
Oct 5, 2026 21d ago | Insider Cluster | $38.55 | awaiting T+20 | — | — |
Sep 29, 2026 28d ago | Insider Cluster | $37.02 | awaiting T+20 | — | — |
Sep 15, 2026 5w ago | Insider Cluster | $35.62 $29.04 | ▲ +18.47% | ▲ +20.54% | — |
Sep 15, 2026 6w ago | Insider Cluster | $35.62 $29.04 | ▲ +18.47% | ▲ +20.54% | — |
Sep 11, 2026 6w ago | 424B5 | $36.22 $34.70 | ▲ +4.20% | ▲ +6.07% | — |
Sep 11, 2026 6w ago | 8-K | $36.22 $34.70 | ▲ +4.20% | ▲ +6.07% | — |
US Market Status
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