740 hedge funds and large institutions have $13.7B invested in Okta in 2025 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 284 increasing their positions, 247 reducing their positions, and 104 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
740
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
Walleye Capital
251
Walleye Capital
New York
$2.47M
DAS
252
Diversify Advisory Services
Utah
$2.47M
DekaBank Deutsche Girozentrale
253
DekaBank Deutsche Girozentrale
Germany
$2.44M
PFSRSONJ
254
Police & Firemen's Retirement System of New Jersey
New Jersey
$2.43M
AMG
255
Advisors Management Group
Wisconsin
$2.4M
PAG
256
Private Advisor Group
New Jersey
$2.38M
VIM
257
Vinva Investment Management
Australia
$2.37M
EF
258
Empowered Funds
Pennsylvania
$2.36M
Brown Advisory
259
Brown Advisory
Maryland
$2.36M
VPIM
260
Vanguard Personalized Indexing Management
California
$2.33M
Wealth Enhancement Advisory Services
261
Wealth Enhancement Advisory Services
Minnesota
$2.31M
LWP
262
LMG Wealth Partners
Louisiana
$2.25M
BZWA
263
Blue Zone Wealth Advisors
California
$2.21M
BCIM
264
British Columbia Investment Management
British Columbia, Canada
$2.2M
Truist Financial
265
Truist Financial
North Carolina
$2.18M
Cambridge Investment Research Advisors
266
Cambridge Investment Research Advisors
Iowa
$2.18M
BAMF
267
BI Asset Management Fondsmaeglerselskab
Denmark
$2.14M
AAF
268
Andra AP-fonden
Sweden
$2.14M
GC
269
Guggenheim Capital
Illinois
$2.07M
EP
270
Edgestream Partners
New Jersey
$2.07M
GC
271
GFG Capital
Florida
$2.06M
MML Investors Services
272
MML Investors Services
Massachusetts
$2.05M
Teacher Retirement System of Texas
273
Teacher Retirement System of Texas
Texas
$2.01M
Natixis Advisors
274
Natixis Advisors
Massachusetts
$2M
Mackenzie Financial
275
Mackenzie Financial
Ontario, Canada
$1.97M