745 hedge funds and large institutions have $13.7B invested in Okta in 2025 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 284 increasing their positions, 249 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:

more 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 (-$1.83B)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
745
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
DACG
376
Donor Advised Charitable Giving
California
$805K
PCP
377
Perbak Capital Partners
United Kingdom
$804K
OAM
378
Ostrum Asset Management
France
$801K
GCA
379
Greenwood Capital Associates
South Carolina
$799K
CFG
380
Citizens Financial Group
Rhode Island
$782K
PMAM
381
Picton Mahoney Asset Management
Ontario, Canada
$781K
O
382
Ossiam
France
$770K
Kovitz Investment Group Partners
383
Kovitz Investment Group Partners
Illinois
$762K
Baird Financial Group
384
Baird Financial Group
Wisconsin
$759K
1C
385
111 Capital
France
$758K
XT
386
XTX Topco
Cayman Islands
$744K
MSRPS
387
Maryland State Retirement & Pension System
Maryland
$734K
GIBU
388
Gulf International Bank (UK)
United Kingdom
$732K
FDP
389
Financiere des Professionnels
Quebec, Canada
$730K
FRM
390
Fox Run Management
Connecticut
$723K
MGP
391
Metis Global Partners
California
$705K
JWCA
392
J.W. Cole Advisors
Florida
$684K
DIM
393
DC Investments Management
Virginia
$678K
EAM
394
Evanson Asset Management
California
$673K
GC
395
Gilbert & Cook
Iowa
$672K
CL
396
Choreo LLC
Illinois
$664K
ProShare Advisors
397
ProShare Advisors
Maryland
$652K
MFG
398
Merit Financial Group
Georgia
$642K
QI
399
Qtron Investments
Massachusetts
$633K
CIBC Asset Management
400
CIBC Asset Management
Ontario, Canada
$631K