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736 hedge funds and large institutions have $13.2B invested in Okta in 2025 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 239 increasing their positions, 290 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

9% less call options, than puts

Call options by funds: $576M | Put options by funds: $631M

2% less funds holding

Funds holding: 749736 (-13)

18% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 290

Holders
736
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
$576M
Puts
$631M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IAA
376
Independent Advisor Alliance
North Carolina
$684K
MGP
377
Metis Global Partners
California
$668K
RWMG
378
Redwood Wealth Management Group
New Jersey
$652K
DIM
379
DC Investments Management
Virginia
$640K
Macquarie Group
380
Macquarie Group
Australia
$637K
GC
381
Gilbert & Cook
Iowa
$637K
EAM
382
Evanson Asset Management
California
$634K
RIM
383
Rakuten Investment Management
Japan
$629K
CIBC Asset Management
384
CIBC Asset Management
Ontario, Canada
$616K
A
385
AlphaQuest
New York
$614K
RSWM
386
Robertson Stephens Wealth Management
California
$613K
RBI
387
Raiffeisen Bank International
Austria
$603K
BC
388
Burney Company
Virginia
$603K
VI
389
Versor Investments
New York
$601K
ProShare Advisors
390
ProShare Advisors
Maryland
$584K
AF
391
Alerus Financial
North Dakota
$577K
OAC
392
OMERS Administration Corp
Ontario, Canada
$575K
GCA
393
Greenwood Capital Associates
South Carolina
$572K
OAM
394
Ostrum Asset Management
France
$567K
SFG
395
Synergy Financial Group
California
$563K
QI
396
Qtron Investments
Massachusetts
$561K
SCM
397
Sterling Capital Management
North Carolina
$561K
BMSSC
398
B. Metzler seel. Sohn & Co
Germany
$554K
TC
399
Truvestments Capital
Florida
$554K
JWCA
400
J.W. Cole Advisors
Florida
$550K