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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 %
EI
301
Ethic Inc
New York
$1.56M +$640K +6,113 +70%
TI
302
Tidal Investments
Wisconsin
$1.56M -$332K -3,152 -18%
Baird Financial Group
303
Baird Financial Group
Wisconsin
$1.53M +$1.53M +14,575 New
SRL
304
Scientech Research LLC
New Jersey
$1.52M +$1.52M +14,479 New
SMDAM
305
Sumitomo Mitsui DS Asset Management
Japan
$1.5M -$8.94K -85 -0.6%
Mackenzie Financial
306
Mackenzie Financial
Ontario, Canada
$1.49M +$22.1K +210 +2%
Daiwa Securities Group
307
Daiwa Securities Group
Japan
$1.47M +$60.3K +573 +4%
FWIA
308
Fort Washington Investment Advisors
Ohio
$1.47M -$521K -4,950 -26%
Wellington Management Group
309
Wellington Management Group
Massachusetts
$1.45M -$2.13M -20,243 -59%
OTL
310
Oak Thistle LLC
New York
$1.44M -$2.71M -25,766 -65%
VRM
311
Vectors Research Management
New York
$1.44M -$4.42K -42 -0.3%
SCM
312
Semanteon Capital Management
Massachusetts
$1.44M +$1.44M +13,716 New
Calamos Advisors
313
Calamos Advisors
Illinois
$1.34M +$658K +6,251 +96%
Thrivent Financial for Lutherans
314
Thrivent Financial for Lutherans
Minnesota
$1.34M -$57.6K -547 -4%
OWP
315
ORG Wealth Partners
Texas
$1.33M +$1.33M +12,727 New
AMG
316
Advisors Management Group
Wisconsin
$1.31M +$15.3K +145 +1%
BBVA
317
Banco Bilbao Vizcaya Argentaria
Spain
$1.3M +$85.7K +817 +7%
BAMF
318
BI Asset Management Fondsmaeglerselskab
Denmark
$1.3M +$100K +954 +8%
YDMI
319
Y.D. More Investments
Israel
$1.29M +$28.5K +319 +2%
Corient Private Wealth
320
Corient Private Wealth
Florida
$1.27M +$206K +1,956 +19%
SCM
321
SCS Capital Management
Massachusetts
$1.27M +$1.27M +12,033 New
Janus Henderson Group
322
Janus Henderson Group
United Kingdom
$1.21M -$202K -1,870 -14%
CAPTRUST Financial Advisors
323
CAPTRUST Financial Advisors
North Carolina
$1.18M +$265K +2,518 +29%
BM
324
Brandywine Managers
Delaware
$1.17M -$166K -1,578 -12%
Rafferty Asset Management
325
Rafferty Asset Management
New York
$1.16M -$554K -5,266 -32%
11 12
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