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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
PIM
351
Plato Investment Management
Australia
$1.07M -$1.92K -18 -0.2%
Corient Private Wealth
352
Corient Private Wealth
Florida
$1.07M -$154K -1,439 -12%
Mercer Global Advisors
353
Mercer Global Advisors
Colorado
$1.06M +$134K +1,259 +13%
PA
354
Profund Advisors
Maryland
$1.04M +$97.7K +915 +10%
KAS
355
Kestra Advisory Services
Texas
$1.04M +$147K +1,372 +15%
KRS
356
Kentucky Retirement Systems
Kentucky
$1.04M -$72.5K -679 -6%
AAF
357
Andra AP-fonden
Sweden
$1.03M +$1.11M +10,349 New
PCA
358
Pallas Capital Advisors
Massachusetts
$1.03M +$270K +2,530 +32%
BBVA
359
Banco Bilbao Vizcaya Argentaria
Spain
$1.03M -$222K -2,075 -17%
BM
360
Brandywine Managers
Delaware
$1.03M -$85.4K -800 -7%
AF
361
Avanza Fonder
Sweden
$1.02M +$73.8K +691 +7%
IFG
362
Independent Financial Group
California
$1.02M +$514K +4,815 +89%
Mirae Asset Global Investments
363
Mirae Asset Global Investments
South Korea
$1.02M +$338K +3,165 +45%
Northwestern Mutual Wealth Management
364
Northwestern Mutual Wealth Management
Wisconsin
$1.01M +$311K +2,912 +41%
FCM
365
Firsthand Capital Management
California
$1,000K
BPC
366
Bryce Point Capital
New York
$972K +$226K +2,116 +28%
CC
367
Courier Capital
New York
$968K +$15.5K +145 +2%
AAMU
368
APG Asset Management US
New York
$957K
LAI
369
Legal Advantage Investments
California
$954K +$486K +4,550 +91%
GC
370
Gilbert & Cook
Iowa
$947K +$21.1K +198 +2%
PEAK6
371
PEAK6
Illinois
$931K -$8.05M -75,394 -89%
GCA
372
Greenwood Capital Associates
South Carolina
$919K +$230K +2,149 +30%
PIWA
373
Prevail Innovative Wealth Advisors
Kansas
$918K +$981K +9,184 New
A
374
Allianz
Germany
$917K +$979K +9,170 New
Baird Financial Group
375
Baird Financial Group
Wisconsin
$912K -$583K -5,457 -37%

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.