732 hedge funds and large institutions have $13.7B invested in Okta in 2025 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 278 increasing their positions, 246 reducing their positions, and 103 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
732
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
O
376
Ossiam
France
$770K
Kovitz Investment Group Partners
377
Kovitz Investment Group Partners
Illinois
$762K
Baird Financial Group
378
Baird Financial Group
Wisconsin
$759K
1C
379
111 Capital
France
$758K
XT
380
XTX Topco
Cayman Islands
$744K
MSRPS
381
Maryland State Retirement & Pension System
Maryland
$734K
GIBU
382
Gulf International Bank (UK)
United Kingdom
$732K
FDP
383
Financiere des Professionnels
Quebec, Canada
$730K
FRM
384
Fox Run Management
Connecticut
$723K
MGP
385
Metis Global Partners
California
$705K
JWCA
386
J.W. Cole Advisors
Florida
$684K
DIM
387
DC Investments Management
Virginia
$678K
EAM
388
Evanson Asset Management
California
$673K
GC
389
Gilbert & Cook
Iowa
$672K
CL
390
Choreo LLC
Illinois
$664K
ProShare Advisors
391
ProShare Advisors
Maryland
$652K
MFG
392
Merit Financial Group
Georgia
$642K
QI
393
Qtron Investments
Massachusetts
$633K
CIBC Asset Management
394
CIBC Asset Management
Ontario, Canada
$631K
SPA
395
Sherbrooke Park Advisers
New York
$629K
IQI
396
Integrated Quantitative Investments
Washington
$628K
AIM
397
Adapt Investment Managers
Switzerland
$624K
SFG
398
Synergy Financial Group
California
$616K
GWMR
399
GC Wealth Management RIA
Massachusetts
$613K
IAA
400
Independent Advisor Alliance
North Carolina
$611K