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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 %
CL
376
Choreo LLC
Illinois
$762K +$184K +1,750 +32%
Mirae Asset Global Investments
377
Mirae Asset Global Investments
South Korea
$761K +$178K +1,648 +31%
Northwestern Mutual Wealth Management
378
Northwestern Mutual Wealth Management
Wisconsin
$756K +$182K +1,725 +32%
GCA
379
Greenwood Capital Associates
South Carolina
$742K +$462K +4,395 +166%
CIBC Asset Management
380
CIBC Asset Management
Ontario, Canada
$714K +$37.1K +353 +5%
BA
381
Bristlecone Advisors
Washington
$699K +$3.89K +37 +0.6%
PNC Financial Services Group
382
PNC Financial Services Group
Pennsylvania
$694K +$24.8K +236 +4%
TIM
383
Thompson Investment Management
Wisconsin
$677K +$668K +6,350 +7,744%
BMSSC
384
B. Metzler seel. Sohn & Co
Germany
$674K +$240K +2,277 +55%
Bank of Nova Scotia
385
Bank of Nova Scotia
Ontario, Canada
$661K -$176K -1,668 -21%
Prudential Financial
386
Prudential Financial
New Jersey
$658K -$146K -1,850 -18%
CAM
387
Cresset Asset Management
Illinois
$658K -$97.1K -923 -13%
EAM
388
Evanson Asset Management
California
$657K +$312K +2,962 +90%
GLA
389
Great Lakes Advisors
Illinois
$657K -$87K -827 -12%
BEI
390
Benjamin Edwards Inc
Missouri
$654K +$15.8K +150 +2%
PCM
391
Prelude Capital Management
New York
$653K +$653K +6,206 New
OAM
392
Ostrum Asset Management
France
$644K +$381K +3,622 +145%
MIM
393
MetLife Investment Management
New Jersey
$638K +$2.84K +27 +0.4%
ACM
394
Aster Capital Management
United Arab Emirates
$637K +$637K +7,036 New
TLFA
395
True Link Financial Advisors
California
$631K -$67.3K -640 -10%
M&T Bank
396
M&T Bank
New York
$626K -$14.1K -134 -2%
CF
397
Cantor Fitzgerald
New York
$621K +$621K +5,904 New
QI
398
Qtron Investments
Massachusetts
$618K +$250K +2,380 +68%
EOJOAM
399
E. Ohman J:or Asset Management
Sweden
$610K +$610K +5,800 New
AAS
400
Avantax Advisory Services
Texas
$597K +$118K +1,124 +25%
14 15
16
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