OKLO Oklo Inc.
Executive Summary
Five mega-passive institutional investors (Vanguard, Fidelity, BofA, T. Rowe Price, Morgan Stanley) all increased their Oklo positions in Q3 2025, with aggregate holdings rising by $1.05B to $1.62B. The cluster is unanimous in direction with zero sellers, reflecting passive index rebalancing into a high-growth nuclear energy stock rather than an active fundamental thesis. The buying is dominated by mega-passive managers, which weakens the signal as a conviction-driven catalyst.
Key Financial Metrics
Institutional Positions
Net institutional flow: $1.1B
▲ Buyers (5)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Vanguard | ADD | +33.4% | $1.3B | $807.5M |
| Fidelity | DOUBLED | +108.3% | $17.2M | $13.1M |
| BofA | DOUBLED | +223.3% | $51.6M | $43.6M |
| T. Rowe Price | DOUBLED | +274.1% | $32.0K | $28.0K |
| Morgan Stanley | ADD | +77.6% | $256.2M | $183.9M |
Actionable Insight
The cluster is dominated by passive index rebalancing, not active conviction. Monitor upcoming 13F filings for active manager entries or exits, which would carry stronger signal. The unanimous buying direction is notable but likely reflects Oklo's inclusion in broader market indices or sector rotation into nuclear energy, not a stock-specific catalyst.
Key Facts
- 5 institutions added $1.05B in net new holdings, bringing total disclosed positions to $1.62B
- Zero sellers in the cluster — unanimous buying direction
- All buyers are mega-passive managers (Vanguard, Fidelity, BofA, T. Rowe Price, Morgan Stanley) — no active hedge funds or activists
- Vanguard alone added $807.5M, representing 77% of total net buying
- 13F data is as of Q3 2025 quarter-end, with a 45-day reporting lag — positions may have been unwound
Financial Impact
5 institutions accumulated $1.05B in net new positions, with total holdings reaching $1.62B
Risk Factors
- 13F data is stale (Q3 2025 quarter-end) — positions may have been reduced since
- Passive buying provides no fundamental thesis validation — stock could still decline on company-specific news
- Historical calibration shows this segment's average net alpha at T+20 is -1.13% after trading costs
Market Snapshot
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-OKLO-2025-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 11, 2026
2d ago
|
Institutional Cluster
| $56.00 awaiting T+5 | awaiting T+5 | — | — |
|
May 13, 2026
4w ago
|
424B5
| $67.21 $65.09 | ▲ +3.15% | ▲ +2.44% | — |
|
May 13, 2026
4w ago
|
8-K
| $67.21 $65.09 | ▲ +3.15% | ▲ +2.44% | — |
|
May 1, 2026
6w ago
|
Insider Cluster
| $70.40 $71.83 | ▲ +2.03% | ▼ −0.32% | — |
|
Apr 20, 2026
7w ago
|
3
| $62.61 $69.09 | ▲ +10.35% | ▲ +9.27% | — |
|
Mar 27, 2026
11w ago
|
144
| $50.23 $48.76 | ▼ −2.93% | ▼ −6.79% | — |
|
Mar 25, 2026
11w ago
|
Insider Cluster
| $55.27 $48.07 | ▲ +13.03% | ▲ +12.78% | — |
|
Mar 25, 2026
11w ago
|
Insider Cluster
| $55.27 $48.07 | ▲ +13.03% | ▲ +12.78% | — |
|
Mar 9, 2026
13w ago
|
Insider Cluster
| $61.78 $59.69 | ▲ +3.38% | ▲ +2.03% | — |
|
Mar 2, 2026
14w ago
|
Insider Cluster
| $64.68 $61.78 | ▼ −4.48% | ▼ −3.28% | — |
US Market Status
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