732 hedge funds and large institutions have $13.7B invested in Okta in 2025 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 278 increasing their positions, 246 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

11% less call options, than puts

Call options by funds: $681M | Put options by funds: $761M

12% less capital invested

Capital invested by funds: $15.5B → $13.7B (-$1.84B)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
732
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$681M
Puts
$761M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
251
Diversify Advisory Services
Utah
$2.47M
DekaBank Deutsche Girozentrale
252
DekaBank Deutsche Girozentrale
Germany
$2.44M
PFSRSONJ
253
Police & Firemen's Retirement System of New Jersey
New Jersey
$2.43M
PAG
254
Private Advisor Group
New Jersey
$2.38M
VIM
255
Vinva Investment Management
Australia
$2.37M
EF
256
Empowered Funds
Pennsylvania
$2.36M
Brown Advisory
257
Brown Advisory
Maryland
$2.36M
VPIM
258
Vanguard Personalized Indexing Management
California
$2.33M
Wealth Enhancement Advisory Services
259
Wealth Enhancement Advisory Services
Minnesota
$2.31M
LWP
260
LMG Wealth Partners
Louisiana
$2.25M
BZWA
261
Blue Zone Wealth Advisors
California
$2.21M
BCIM
262
British Columbia Investment Management
British Columbia, Canada
$2.2M
Truist Financial
263
Truist Financial
North Carolina
$2.18M
Cambridge Investment Research Advisors
264
Cambridge Investment Research Advisors
Iowa
$2.18M
BAMF
265
BI Asset Management Fondsmaeglerselskab
Denmark
$2.14M
AAF
266
Andra AP-fonden
Sweden
$2.14M
GC
267
Guggenheim Capital
Illinois
$2.07M
EP
268
Edgestream Partners
New Jersey
$2.07M
GC
269
GFG Capital
Florida
$2.06M
MML Investors Services
270
MML Investors Services
Massachusetts
$2.05M
Teacher Retirement System of Texas
271
Teacher Retirement System of Texas
Texas
$2.01M
Natixis Advisors
272
Natixis Advisors
Massachusetts
$2M
Mackenzie Financial
273
Mackenzie Financial
Ontario, Canada
$1.97M
KeyBank National Association
274
KeyBank National Association
Ohio
$1.96M
Pathstone Holdings
275
Pathstone Holdings
New Jersey
$1.96M