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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: 732748 (+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: 1811 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
SMDAM
326
Sumitomo Mitsui DS Asset Management
Japan
$1.42M
Janney Montgomery Scott
327
Janney Montgomery Scott
Pennsylvania
$1.41M -$97.6K -914 -6%
TI
328
Tidal Investments
Wisconsin
$1.41M -$76.5K -716 -5%
GAM
329
Generali Asset Management
Italy
$1.4M +$1.5M +14,021 New
Rafferty Asset Management
330
Rafferty Asset Management
New York
$1.39M +$307K +2,875 +26%
OWP
331
ORG Wealth Partners
Texas
$1.38M +$138K +1,289 +10%
VRM
332
Vectors Research Management
New York
$1.38M +$7.58K +71 +0.5%
VIM
333
Vinva Investment Management
Australia
$1.37M -$2.85M -26,694 -66%
FWIA
334
Fort Washington Investment Advisors
Ohio
$1.35M -$48.7K -456 -3%
VIA
335
Virtus Investment Advisers
Connecticut
$1.34M +$1.43M +13,406 New
PWM
336
Pinnacle Wealth Management
California
$1.32M +$554K +5,190 +65%
GRP
337
Global Retirement Partners
California
$1.29M +$1.38M +12,882 New
SAM
338
Securian Asset Management
Minnesota
$1.27M +$1.36M +12,730 New
OAC
339
OMERS Administration Corp
Ontario, Canada
$1.26M -$944K -8,835 -41%
LA
340
LBP AM
France
$1.25M -$1.28M -11,947 -49%
VF
341
Virtu Financial
New York
$1.24M -$431K -4,036 -25%
FRM
342
Fox Run Management
Connecticut
$1.2M +$1.28M +12,023 New
Janus Henderson Group
343
Janus Henderson Group
United Kingdom
$1.2M +$80.5K +754 +7%
SC
344
SummitTX Capital
Texas
$1.19M +$1.28M +11,941 New
SCM
345
SCS Capital Management
Massachusetts
$1.19M -$18.9K -177 -1%
PP
346
Prudential plc
United Kingdom
$1.13M +$637K +5,963 +112%
LNWWM
347
Laird Norton Wetherby Wealth Management
California
$1.11M +$1.18M +11,065 New
SA
348
Sanctuary Advisors
Indiana
$1.1M -$29.7K -278 -2%
Franklin Resources
349
Franklin Resources
California
$1.08M +$14.7K +138 +1%
FF
350
Fluent Financial
Texas
$1.08M +$563K +5,272 +95%

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.