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Okta
OKTA

Overview Fund Activity

724 hedge funds and large institutions have $15.1B invested in Okta in 2025 Q1 according to their latest regulatory filings, with 166 funds opening new positions, 280 increasing their positions, 203 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
724
Holders Change
+65
Holders Change %
+9.86%
% of All Funds
9.83%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.24%
New
166
Increased
280
Reduced
203
Closed
92
Calls
$811M
Puts
$792M
Net Calls
+$19.5M
Net Calls Change
-$95.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$416M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$298M
3
Alkeon Capital Management
Alkeon Capital Management
New York
+$200M
4
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$190M
5
Bank of America
Bank of America
North Carolina
+$189M

Top Sellers

1
Marshall Wace
Marshall Wace
United Kingdom
-$281M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$222M
3
ACH
ArrowMark Colorado Holdings
Colorado
-$153M
4
CIP
Champlain Investment Partners
Vermont
-$136M
5
Millennium Management
Millennium Management
New York
-$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWP
276
RWA Wealth Partners
Massachusetts
$2.3M -$432K -4,109 -16%
OAC
277
OMERS Administration Corp
Ontario, Canada
$2.26M +$225K +2,135 +11%
KeyBank National Association
278
KeyBank National Association
Ohio
$2.25M -$6.63K -63 -0.3%
ASN
279
Advisory Services Network
Georgia
$2.25M +$2.25M +21,394 New
BZWA
280
Blue Zone Wealth Advisors
California
$2.19M +$249K +2,370 +13%
PP
281
PDT Partners
New York
$2.17M +$2.17M +20,600 New
Truist Financial
282
Truist Financial
North Carolina
$2.15M +$801K +7,616 +59%
NAM
283
Nissay Asset Management
Japan
$2.14M +$43.5K +413 +2%
APC
284
Alta Park Capital
California
$2.09M -$19.7M -186,991 -90%
RWM
285
Rezny Wealth Management
Florida
$2.08M +$66.5K +632 +3%
BFM
286
Boothbay Fund Management
New York
$2.06M -$1.15M -10,923 -36%
YIH
287
Y-Intercept (HK)
Hong Kong
$2M +$2M +18,988 New
Lazard Asset Management
288
Lazard Asset Management
New York
$1.9M +$339K +3,220 +22%
GIPM
289
G2 Investment Partners Management
New York
$1.89M +$1.89M +18,000 New
DT
290
Diversified Trust
Tennessee
$1.89M -$895K -8,507 -32%
CP
291
CenterBook Partners
Connecticut
$1.86M -$8.52M -81,017 -82%
LTAS
292
Linden Thomas Advisory Services
North Carolina
$1.81M +$114K +1,083 +7%
P
293
&Partners
Tennessee
$1.8M +$1.8M +17,160 New
Public Employees Retirement Association of Colorado
294
Public Employees Retirement Association of Colorado
Colorado
$1.75M – – –
VF
295
Virtu Financial
New York
$1.73M +$1.73M +16,434 New
AV
296
ASR Vermogensbeheer
Netherlands
$1.72M +$1.72M +16,393 New
TD Asset Management
297
TD Asset Management
Ontario, Canada
$1.7M +$16.2K +154 +1%
IIM
298
INTECH Investment Management
Florida
$1.68M -$667K -6,337 -28%
Qube Research & Technologies (QRT)
299
Qube Research & Technologies (QRT)
United Kingdom
$1.65M -$47.3M -449,070 -97%
Janney Montgomery Scott
300
Janney Montgomery Scott
Pennsylvania
$1.58M +$859K +8,166 +119%
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