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Okta
OKTA

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: 732 → 748 (+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: 18 → 11 (-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

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$878M
2
State Street
State Street
Massachusetts
+$249M
3
JP Morgan Chase
JP Morgan Chase
New York
+$142M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$123M
5
SP
ShawSpring Partners
Massachusetts
+$102M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$502M
2
WRCM
Whale Rock Capital Management
Massachusetts
-$225M
3
Alkeon Capital Management
Alkeon Capital Management
New York
-$162M
4
EC
Eminence Capital
New York
-$161M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$121M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
301
Prospera Financial Services
Texas
$1.89M +$891K +8,346 +79%
SOADOR
302
State of Alaska Department of Revenue
Alaska
$1.88M +$2.01M +18,810 New
NFG
303
Norris Financial Group
South Carolina
$1.81M -$543K -5,081 -22%
WG
304
Winton Group
United Kingdom
$1.8M +$1.92M +18,000 New
OAM
305
OP Asset Management
$1.79M +$5.45K +51 +0.3%
GC
306
Guggenheim Capital
Illinois
$1.79M +$823K +7,703 +75%
EI
307
Ethic Inc
New York
$1.78M +$340K +3,180 +21%
JSSH
308
J. Safra Sarasin Holding
$1.77M +$1.89M +17,730 New
LTAS
309
Linden Thomas Advisory Services
North Carolina
$1.77M +$49.6K +464 +3%
SCP
310
Sender Company & Partners
New York
$1.73M +$1.85M +17,324 New
ACMH
311
Andar Capital Management (HK)
Hong Kong
$1.7M +$1.82M +17,000 New
AV
312
ASR Vermogensbeheer
Netherlands
$1.66M +$25.1K +235 +1%
Public Employees Retirement Association of Colorado
313
Public Employees Retirement Association of Colorado
Colorado
$1.66M – – –
DT
314
Diversified Trust
Tennessee
$1.65M -$154K -1,443 -8%
LSA
315
Leonteq Securities AG
Switzerland
$1.65M -$493K -4,618 -22%
BP
316
Ballentine Partners
Massachusetts
$1.63M +$1.46M +13,691 +522%
Daiwa Securities Group
317
Daiwa Securities Group
Japan
$1.61M +$227K +2,130 +15%
OTL
318
Oak Thistle LLC
New York
$1.58M +$224K +2,102 +15%
SLAM
319
Swiss Life Asset Management
$1.57M +$87.5K +819 +6%
CAPTRUST Financial Advisors
320
CAPTRUST Financial Advisors
North Carolina
$1.57M +$477K +4,468 +40%
CIM
321
Cambria Investment Management
California
$1.54M +$1.64M +15,399 New
GWM
322
Geneos Wealth Management
Colorado
$1.5M -$1.29M -12,088 -45%
Lido Advisors
323
Lido Advisors
California
$1.47M +$1.57M +14,681 New
BCV
324
Banque Cantonale Vaudoise
Switzerland
$1.45M +$1.08M +10,122 +231%
GAM
325
Gotham Asset Management
New York
$1.43M -$2.17M -20,344 -59%
11 12
13
14 15

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.