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
Mercer Global Advisors
301
Mercer Global Advisors
Colorado
$1.6M
CF
302
Cantor Fitzgerald
New York
$1.6M
GCM
303
Graham Capital Management
Connecticut
$1.55M
JAM
304
Jupiter Asset Management
United Kingdom
$1.53M
AV
305
ASR Vermogensbeheer
Netherlands
$1.52M
Public Employees Retirement Association of Colorado
306
Public Employees Retirement Association of Colorado
Colorado
$1.51M
HCMT
307
Highland Capital Management (Tennessee)
Tennessee
$1.47M
Prudential Financial
308
Prudential Financial
New Jersey
$1.47M
BP
309
Ballentine Partners
Massachusetts
$1.46M
CIM
310
Cambria Investment Management
California
$1.43M
PP
311
Prudential plc
United Kingdom
$1.41M
TI
312
Tidal Investments
Wisconsin
$1.4M
OF
313
Optimize Financial
California
$1.39M
SPS
314
Susquehanna Portfolio Strategies
Pennsylvania
$1.36M
SC
315
Savant Capital
Illinois
$1.35M
VRM
316
Vectors Research Management
New York
$1.35M
Lido Advisors
317
Lido Advisors
California
$1.35M
OWP
318
ORG Wealth Partners
Texas
$1.32M
IC
319
Inscription Capital
Texas
$1.32M
AWA
320
Aaron Wealth Advisors
Illinois
$1.32M
SMDAM
321
Sumitomo Mitsui DS Asset Management
Japan
$1.3M
Daiwa Securities Group
322
Daiwa Securities Group
Japan
$1.29M
AIM
323
AXA Investment Managers
France
$1.27M
Mirae Asset Global Investments
324
Mirae Asset Global Investments
South Korea
$1.25M
LAI
325
Legal Advantage Investments
California
$1.24M