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748 hedge funds and large institutions have $15.6B invested in Okta in 2025 Q2 according to their latest regulatory filings, with 150 funds opening new positions, 303 increasing their positions, 220 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 220

19% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 126

5.03% more ownership

Funds ownership: 88.23%93.25% (+5%)

2% more funds holding

Funds holding: 732748 (+16)

1% more capital invested

Capital invested by funds: $15.4B → $15.6B (+$189M)

30% less call options, than puts

Call options by funds: $564M | Put options by funds: $804M

39% less funds holding in top 10

Funds holding in top 10: 1811 (-7)

Holders
748
Holders Change
+16
Holders Change %
+2.19%
% of All Funds
9.85%
Holding in Top 10
11
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-38.89%
% of All Funds
0.14%
New
150
Increased
303
Reduced
220
Closed
126
Calls
$564M
Puts
$804M
Net Calls
-$240M
Net Calls Change
-$260M
Name Holding Trade Value Shares
Change
Change in
Stake
YDMI
251
Y.D. More Investments
Israel
$3.13M +$1.83M +17,140 +119%
Nisa Investment Advisors
252
Nisa Investment Advisors
Missouri
$3.09M +$811K +7,592 +33%
II
253
IFM Investors
Australia
$3.08M +$17.9K +168 +0.5%
YIH
254
Y-Intercept (HK)
Hong Kong
$3.05M +$1.23M +11,557 +61%
SP
255
SWS Partners
Ohio
$3.02M +$100K +936 +3%
VPIM
256
Vanguard Personalized Indexing Management
California
$3.02M +$717K +6,718 +29%
Carson Wealth (CWM LLC)
257
Carson Wealth (CWM LLC)
Nebraska
$3M +$153K +1,433 +5%
RSS
258
Rosenblum Silverman Sutton
California
$2.96M +$32.6K +305 +1%
PAG
259
Private Advisor Group
New Jersey
$2.89M -$151K -1,415 -5%
Millennium Management
260
Millennium Management
New York
$2.88M -$4.33M -40,556 -58%
Cambridge Investment Research Advisors
261
Cambridge Investment Research Advisors
Iowa
$2.87M -$252K -2,358 -8%
URS
262
Utah Retirement Systems
Utah
$2.84M
SDIC
263
South Dakota Investment Council
South Dakota
$2.84M +$3.04M +28,437 New
CA
264
Cullinan Associates
Kentucky
$2.83M -$657K -6,150 -18%
PP
265
Paloma Partners
Connecticut
$2.77M -$3.29M -30,767 -53%
EC
266
Estate Counselors
Wisconsin
$2.76M +$2.95M +27,590 New
Cetera Investment Advisers
267
Cetera Investment Advisers
Illinois
$2.75M +$544K +5,090 +23%
Qube Research & Technologies (QRT)
268
Qube Research & Technologies (QRT)
United Kingdom
$2.74M +$1.26M +11,757 +75%
Wealth Enhancement Advisory Services
269
Wealth Enhancement Advisory Services
Minnesota
$2.73M -$1.21M -11,336 -29%
EGM
270
Engineers Gate Manager
New York
$2.73M -$103K -967 -3%
Truist Financial
271
Truist Financial
North Carolina
$2.72M +$718K +6,726 +33%
DF
272
Donoghue Forlines
Massachusetts
$2.69M +$2.87M +26,907 New
Pathstone Holdings
273
Pathstone Holdings
New Jersey
$2.66M -$1.58M -14,837 -36%
Walleye Trading
274
Walleye Trading
New York
$2.65M +$41K +384 +1%
BCIM
275
British Columbia Investment Management
British Columbia, Canada
$2.61M -$564K -5,277 -17%

OKTA Hedge Fund Activity: Q2 2025 in Review

748 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Okta (OKTA) for Q2 2025, worth a combined $15.6B — up 1.2% from $15.4B a quarter earlier.

Buyers outnumbered sellers: 150 funds opened new OKTA positions and 126 closed out — a net gain of 24 holders — while 303 added to existing stakes and 220 trimmed.

The largest buyer was BlackRock, adding an estimated $878M. The largest seller was Fidelity Investments, cutting an estimated $502M.

  • 748 institutional investors held Okta (OKTA) as of Q2 2025, up from 732 in Q1 2025.
  • Funds reported $15.6B of Okta stock for Q2 2025, up 1.2% quarter-over-quarter.
  • 150 funds opened new Okta positions in Q2 2025 and 126 closed out, a net change of +24 holders.
  • The largest Okta buyer in Q2 2025 was BlackRock, an estimated $878M added.
  • The largest Okta seller in Q2 2025 was Fidelity Investments, an estimated $502M sold.

Based on aggregated 13F filings for Q2 2025.