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Okta
OKTA

Overview Fund Activity

724 hedge funds and large institutions have $15.1B invested in Okta in 2025 Q1 according to their latest regulatory filings, with 166 funds opening new positions, 280 increasing their positions, 203 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
724
Holders Change
+65
Holders Change %
+9.86%
% of All Funds
9.83%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.24%
New
166
Increased
280
Reduced
203
Closed
92
Calls
$811M
Puts
$792M
Net Calls
+$19.5M
Net Calls Change
-$95.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$416M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$298M
3
Alkeon Capital Management
Alkeon Capital Management
New York
+$200M
4
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$190M
5
Bank of America
Bank of America
North Carolina
+$189M

Top Sellers

1
Marshall Wace
Marshall Wace
United Kingdom
-$281M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$222M
3
ACH
ArrowMark Colorado Holdings
Colorado
-$153M
4
CIP
Champlain Investment Partners
Vermont
-$136M
5
Millennium Management
Millennium Management
New York
-$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
226
Gotham Asset Management
New York
$3.64M +$2.01M +19,134 +124%
CA
227
Cullinan Associates
Kentucky
$3.62M -$47.3K -450 -1%
AGA
228
Altrinsic Global Advisors
Connecticut
$3.59M -$365K -3,467 -9%
RFM
229
Royal Fund Management
Florida
$3.56M +$2.34M +22,200 +191%
VI
230
Versor Investments
New York
$3.51M +$3.51M +33,367 New
OAM
231
Occidental Asset Management
California
$3.48M -$41.7K -396 -1%
LBWM
232
Left Brain Wealth Management
Illinois
$3.44M -$634K -6,027 -16%
CIBC World Market
233
CIBC World Market
Ontario, Canada
$3.4M +$696K +6,619 +26%
LG
234
Leuthold Group
Minnesota
$3.39M +$3.39M +32,215 New
BCIM
235
British Columbia Investment Management
British Columbia, Canada
$3.3M +$27.5K +261 +0.8%
IMCOOI
236
Investment Management Corp of Ontario (IMCO)
Canada
$3.28M +$3.28M +31,203 New
FDCDDQ
237
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.28M +$2.78M +26,438 +558%
NO
238
Ninety One
South Africa
$3.27M +$3.27M +31,163 New
Cambridge Investment Research Advisors
239
Cambridge Investment Research Advisors
Iowa
$3.26M +$102K +970 +3%
II
240
IFM Investors
Australia
$3.22M – – –
PAG
241
Private Advisor Group
New Jersey
$3.2M +$245K +2,325 +8%
RSS
242
Rosenblum Silverman Sutton
California
$3.09M +$6.42K +61 +0.2%
SP
243
SWS Partners
Ohio
$3.08M -$1.64M -15,603 -35%
DAS
244
Diversify Advisory Services
Utah
$3.03M +$900 +8 +0%
Mariner
245
Mariner
Kansas
$3.02M +$791K +7,517 +36%
Carson Wealth (CWM LLC)
246
Carson Wealth (CWM LLC)
Nebraska
$3.01M +$1.35M +12,809 +81%
EMPI
247
Elo Mutual Pension Insurance
Finland
$3.01M +$1.82M +17,320 +154%
URS
248
Utah Retirement Systems
Utah
$2.99M – – –
EGM
249
Engineers Gate Manager
New York
$2.97M -$423K -4,021 -12%
MWA
250
Moser Wealth Advisors
Washington
$2.9M -$225K -2,140 -7%
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