740 hedge funds and large institutions have $15.5B invested in Okta in 2025 Q2 according to their latest regulatory filings, with 149 funds opening new positions, 299 increasing their positions, 219 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
740
Holders Change
+15
Holders Change %
+2.07%
% of All Funds
9.92%
Holding in Top 10
11
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-38.89%
% of All Funds
0.15%
New
149
Increased
299
Reduced
219
Closed
124
Calls
$564M
Puts
$804M
Net Calls
-$240M
Net Calls Change
-$260M
Name Holding Trade Value Shares
Change
Shares
Change %
II
251
IFM Investors
Australia
$3.08M +$16.8K +168 +0.5%
YIH
252
Y-Intercept (HK)
Hong Kong
$3.05M +$1.16M +11,557 +61%
SP
253
SWS Partners
Ohio
$3.02M +$93.6K +936 +3%
VPIM
254
Vanguard Personalized Indexing Management
California
$3.02M +$672K +6,718 +29%
Carson Wealth (CWM LLC)
255
Carson Wealth (CWM LLC)
Nebraska
$3.01M +$143K +1,433 +5%
RSS
256
Rosenblum Silverman Sutton
California
$2.96M +$30.5K +305 +1%
PAG
257
Private Advisor Group
New Jersey
$2.89M -$141K -1,415 -5%
Millennium Management
258
Millennium Management
New York
$2.88M -$4.05M -40,556 -58%
Cambridge Investment Research Advisors
259
Cambridge Investment Research Advisors
Iowa
$2.87M -$236K -2,358 -8%
URS
260
Utah Retirement Systems
Utah
$2.84M
SDIC
261
South Dakota Investment Council
South Dakota
$2.84M +$2.84M +28,437 New
CA
262
Cullinan Associates
Kentucky
$2.83M -$615K -6,150 -18%
PP
263
Paloma Partners
Connecticut
$2.77M -$3.08M -30,767 -53%
EC
264
Estate Counselors
Wisconsin
$2.76M +$2.76M +27,590 New
Cetera Investment Advisers
265
Cetera Investment Advisers
Illinois
$2.75M +$509K +5,090 +23%
Qube Research & Technologies (QRT)
266
Qube Research & Technologies (QRT)
United Kingdom
$2.74M +$1.18M +11,757 +75%
Wealth Enhancement Advisory Services
267
Wealth Enhancement Advisory Services
Minnesota
$2.73M -$1.12M -11,336 -29%
EGM
268
Engineers Gate Manager
New York
$2.73M -$96.7K -967 -3%
Truist Financial
269
Truist Financial
North Carolina
$2.72M +$672K +6,726 +33%
DF
270
Donoghue Forlines
Massachusetts
$2.69M +$2.69M +26,907 New
Pathstone Holdings
271
Pathstone Holdings
New Jersey
$2.66M -$1.48M -14,837 -36%
Walleye Trading
272
Walleye Trading
New York
$2.65M +$38.4K +384 +1%
BCIM
273
British Columbia Investment Management
British Columbia, Canada
$2.61M -$528K -5,277 -17%
DekaBank Deutsche Girozentrale
274
DekaBank Deutsche Girozentrale
Germany
$2.56M +$18.6K +190 +0.7%
MWA
275
Moser Wealth Advisors
Washington
$2.54M -$214K -2,140 -8%