742 hedge funds and large institutions have $15.5B invested in Okta in 2025 Q2 according to their latest regulatory filings, with 151 funds opening new positions, 298 increasing their positions, 219 reducing their positions, and 125 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:

more ownership

Funds ownership:

more funds holding

Funds holding:

3% more capital invested

Capital invested by funds: $15.1B → $15.5B (+$403M)

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
742
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$564M
Puts
$804M
Net Calls
Net Calls Change

Top Sellers

1 -$470M
2 -$211M
3 -$152M
4
EC
Eminence Capital
New York
-$150M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$113M
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
251
Nisa Investment Advisors
Missouri
$3.09M
II
252
IFM Investors
Australia
$3.08M
YIH
253
Y-Intercept (HK)
Hong Kong
$3.05M
SP
254
SWS Partners
Ohio
$3.02M
VPIM
255
Vanguard Personalized Indexing Management
California
$3.02M
Carson Wealth (CWM LLC)
256
Carson Wealth (CWM LLC)
Nebraska
$3M
RSS
257
Rosenblum Silverman Sutton
California
$2.96M
PAG
258
Private Advisor Group
New Jersey
$2.89M
Millennium Management
259
Millennium Management
New York
$2.88M
Cambridge Investment Research Advisors
260
Cambridge Investment Research Advisors
Iowa
$2.87M
URS
261
Utah Retirement Systems
Utah
$2.84M
SDIC
262
South Dakota Investment Council
South Dakota
$2.84M
CA
263
Cullinan Associates
Kentucky
$2.83M
PP
264
Paloma Partners
Connecticut
$2.77M
EC
265
Estate Counselors
Wisconsin
$2.76M
Cetera Investment Advisers
266
Cetera Investment Advisers
Illinois
$2.75M
Qube Research & Technologies (QRT)
267
Qube Research & Technologies (QRT)
United Kingdom
$2.74M
Wealth Enhancement Advisory Services
268
Wealth Enhancement Advisory Services
Minnesota
$2.73M
EGM
269
Engineers Gate Manager
New York
$2.73M
Truist Financial
270
Truist Financial
North Carolina
$2.72M
DF
271
Donoghue Forlines
Massachusetts
$2.69M
Pathstone Holdings
272
Pathstone Holdings
New Jersey
$2.66M
Walleye Trading
273
Walleye Trading
New York
$2.65M
BCIM
274
British Columbia Investment Management
British Columbia, Canada
$2.61M
DekaBank Deutsche Girozentrale
275
DekaBank Deutsche Girozentrale
Germany
$2.56M