OKTA icon

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 %
OC
401
Oppenheimer & Co
New York
$585K +$65.8K +625 +13%
FF
402
Fluent Financial
Texas
$584K -$1.13M -10,776 -66%
AC
403
Allstate Corporation
Illinois
$584K +$79.5K +756 +16%
NA
404
NewEdge Advisors
Louisiana
$582K +$521K +4,950 +853%
TFS
405
Thoroughbred Financial Services
Tennessee
$580K +$580K +5,516 New
KJHP
406
K.J. Harrison & Partners
Ontario, Canada
$579K +$579K +5,500 New
CG
407
Cynosure Group
Utah
$579K +$162K +1,537 +39%
TSS
408
Two Sigma Securities
New York
$571K +$571K +5,424 New
KPWS
409
Kestra Private Wealth Services
Texas
$568K +$568K +5,398 New
ECM
410
Everence Capital Management
Indiana
$558K +$83.2K +790 +18%
PP
411
Prudential plc
United Kingdom
$558K – – –
IAA
412
Independent Advisor Alliance
North Carolina
$556K -$30.3K -288 -5%
SCM
413
Sterling Capital Management
North Carolina
$549K -$127K -1,206 -19%
DILIC
414
Dai-ichi Life Insurance Company
Japan
$546K – – –
TC
415
Truvestments Capital
Florida
$545K +$142K +1,354 +35%
S
416
SignatureFD
Georgia
$542K +$171K +1,621 +46%
JCIA
417
Jackson Creek Investment Advisors
Colorado
$536K +$536K +5,096 New
AWA
418
Alta Wealth Advisors
Massachusetts
$534K +$4.31K +41 +0.8%
AI
419
Atria Investments
North Carolina
$529K +$59.2K +563 +13%
OHIS
420
Oak Harvest Investment Services
Texas
$526K +$526K +5,000 New
LAI
421
Legal Advantage Investments
California
$525K +$4.21K +40 +0.8%
SQA
422
Simon Quick Advisors
New Jersey
$524K +$524K +4,984 New
SPA
423
Sherbrooke Park Advisers
New York
$523K -$704K -6,694 -57%
AWA
424
Aaron Wealth Advisors
Illinois
$523K +$159K +1,507 +44%
RBI
425
Raiffeisen Bank International
Austria
$521K +$521K +4,820 New
15 16
17
18 19