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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 %
FCM
351
Fieldview Capital Management
Michigan
$931K -$1.53M -14,557 -62%
HVCM
352
Hel Ved Capital Management
Hong Kong
$930K +$225K +2,140 +32%
Wealthfront Advisers
353
Wealthfront Advisers
California
$927K +$233K +2,211 +34%
DACG
354
Donor Advised Charitable Giving
California
$923K – – –
AG
355
Algert Global
California
$890K -$1.14M -10,811 -56%
AWM
356
Accurate Wealth Management
Florida
$873K +$873K +8,571 New
TC
357
TownSquare Capital
Utah
$863K +$24.1K +229 +3%
ALMGDA
358
AG2R La Mondiale Gestion d'Actifs
France
$861K +$861K +8,346 New
GCP
359
GSA Capital Partners
United Kingdom
$861K +$434K +4,125 +102%
PWM
360
Pinnacle Wealth Management
California
$844K +$844K +8,026 New
MFG
361
Merit Financial Group
Georgia
$823K +$823K +7,821 New
AA
362
ALPS Advisors
Colorado
$820K -$348K -3,312 -30%
PCA
363
Pallas Capital Advisors
Massachusetts
$820K +$820K +7,790 New
OSAM
364
O'Shaughnessy Asset Management
Connecticut
$819K +$520K +4,938 +174%
MC
365
Machina Capital
France
$813K +$314K +2,988 +63%
TCM
366
Triumph Capital Management
Colorado
$809K +$200K +1,897 +33%
BPC
367
Bryce Point Capital
New York
$801K +$84.3K +800 +12%
MSRPS
368
Maryland State Retirement & Pension System
Maryland
$796K -$133K -1,262 -14%
MC
369
MIG Capital
California
$793K +$793K +7,539 New
EF
370
Empowered Funds
Pennsylvania
$793K -$1.47K -14 -0.2%
CWM
371
CIBC World Markets
New York
$785K +$11.8K +112 +2%
DIM
372
DC Investments Management
Virginia
$778K +$778K +7,396 New
BC
373
Bridgefront Capital
Texas
$777K +$367K +3,485 +89%
SFG
374
Synergy Financial Group
California
$769K +$32.1K +305 +4%
Group One Trading
375
Group One Trading
Illinois
$764K -$3.11M -29,545 -80%
13 14
15
16 17