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
PL
401
Perpetual Ltd
Australia
$596K
AC
402
Allstate Corporation
Illinois
$593K
VCA
403
Verdence Capital Advisors
Maryland
$590K
KCM
404
Kornitzer Capital Management
Kansas
$578K
SCM
405
Sterling Capital Management
North Carolina
$575K
ASN
406
Advisory Services Network
Georgia
$572K
EGM
407
Engineers Gate Manager
New York
$557K
OC
408
Oppenheimer & Co
New York
$557K
CBU
409
CIBC Bancorp USA
Illinois
$550K
HWAM
410
Hennion & Walsh Asset Management
New Jersey
$549K
NRG
411
Nemes Rush Group
Michigan
$545K
TF
412
Trek Financial
Arizona
$537K
SCM
413
Shelton Capital Management
Colorado
$532K
HVCM
414
Hel Ved Capital Management
Hong Kong
$528K
TRCT
415
Tower Research Capital (TRC)
New York
$526K
IPW
416
Impact Partnership Wealth
Georgia
$525K
FFM
417
Forum Financial Management
Illinois
$524K
SWP
418
Stratos Wealth Partners
Ohio
$523K
SC
419
Syon Capital
California
$521K
SCI
420
Stableford Capital II
Arizona
$515K
TC
421
Truvestments Capital
Florida
$512K
OSAM
422
O'Shaughnessy Asset Management
Connecticut
$511K
CG
423
Cynosure Group
Utah
$504K
BEI
424
Benjamin Edwards Inc
Missouri
$502K
PD
425
Point72 (DIFC)
United Arab Emirates
$498K