740 hedge funds and large institutions have $15.5B invested in Okta in 2025 Q2 according to their latest regulatory filings, with 149 funds opening new positions, 299 increasing their positions, 219 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
740
Holders Change
+16
Holders Change %
+2.21%
% of All Funds
9.92%
Holding in Top 10
11
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-38.89%
% of All Funds
0.15%
New
149
Increased
299
Reduced
219
Closed
123
Calls
$564M
Puts
$804M
Net Calls
-$240M
Net Calls Change
-$260M
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of Nova Scotia
401
Bank of Nova Scotia
Ontario, Canada
$675K +$47.1K +471 +7%
SCM
402
Sterling Capital Management
North Carolina
$674K +$153K +1,526 +29%
GLA
403
Great Lakes Advisors
Illinois
$674K +$49.9K +499 +8%
AAS
404
Avantax Advisory Services
Texas
$673K +$105K +1,055 +19%
BS
405
Banco Santander
Spain
$671K +$671K +6,709 New
VI
406
Versor Investments
New York
$661K -$2.67M -26,756 -80%
JWCA
407
J.W. Cole Advisors
Florida
$660K +$195K +1,952 +42%
Kovitz Investment Group Partners
408
Kovitz Investment Group Partners
Illinois
$656K +$656K +6,564 New
TFS
409
Thoroughbred Financial Services
Tennessee
$656K +$105K +1,053 +19%
FPAS
410
Focus Partners Advisor Solutions
Missouri
$655K +$166K +1,662 +34%
MGP
411
Metis Global Partners
California
$631K +$212K +2,118 +51%
IWC
412
Integrated Wealth Concepts
Massachusetts
$629K +$414K +4,146 +194%
EAM
413
Evanson Asset Management
California
$624K
SWP
414
Stratos Wealth Partners
Ohio
$622K +$197K +1,974 +46%
Jane Street
415
Jane Street
New York
$612K -$32M -319,769 -98%
PAWA
416
Palo Alto Wealth Advisors
California
$611K +$611K +6,107 New
QI
417
Qtron Investments
Massachusetts
$587K
CF
418
Cantor Fitzgerald
New York
$585K -$4.9K -49 -0.8%
P
419
&Partners
Tennessee
$585K -$1.13M -11,318 -66%
SCM
420
Shelton Capital Management
Colorado
$580K +$580K +5,803 New
OSAM
421
O'Shaughnessy Asset Management
Connecticut
$577K -$201K -2,008 -26%
CIA
422
Concurrent Investment Advisors
Florida
$573K +$573K +5,727 New
SCI
423
Stableford Capital II
Arizona
$565K +$565K +5,591 New
BEI
424
Benjamin Edwards Inc
Missouri
$560K -$61.7K -617 -10%
TLFA
425
True Link Financial Advisors
California
$560K -$40K -400 -7%