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748 hedge funds and large institutions have $15.6B invested in Okta in 2025 Q2 according to their latest regulatory filings, with 150 funds opening new positions, 303 increasing their positions, 220 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 220

19% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 126

5.03% more ownership

Funds ownership: 88.23%93.25% (+5%)

2% more funds holding

Funds holding: 732748 (+16)

1% more capital invested

Capital invested by funds: $15.4B → $15.6B (+$189M)

30% less call options, than puts

Call options by funds: $564M | Put options by funds: $804M

39% less funds holding in top 10

Funds holding in top 10: 1811 (-7)

Holders
748
Holders Change
+16
Holders Change %
+2.19%
% of All Funds
9.85%
Holding in Top 10
11
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-38.89%
% of All Funds
0.14%
New
150
Increased
303
Reduced
220
Closed
126
Calls
$564M
Puts
$804M
Net Calls
-$240M
Net Calls Change
-$260M
Name Holding Trade Value Shares
Change
Change in
Stake
PL
401
Perpetual Ltd
Australia
$735K -$163K -1,522 -17%
CL
402
Choreo LLC
Illinois
$710K -$15.1K -141 -2%
CWM
403
CIBC World Markets
New York
$690K -$59.5K -557 -7%
IQI
404
Integrated Quantitative Investments
Washington
$684K +$731K +6,845 New
SFG
405
Synergy Financial Group
California
$684K -$49.4K -463 -6%
CIBC Asset Management
406
CIBC Asset Management
Ontario, Canada
$683K +$4.81K +45 +0.7%
MFG
407
Merit Financial Group
Georgia
$681K -$108K -1,011 -13%
Bank of Nova Scotia
408
Bank of Nova Scotia
Ontario, Canada
$675K +$50.3K +471 +7%
SCM
409
Sterling Capital Management
North Carolina
$674K +$163K +1,526 +29%
GLA
410
Great Lakes Advisors
Illinois
$674K +$53.3K +499 +8%
AAS
411
Avantax Advisory Services
Texas
$673K +$113K +1,055 +19%
BS
412
Banco Santander
Spain
$671K +$716K +6,709 New
VI
413
Versor Investments
New York
$661K -$2.86M -26,756 -80%
JWCA
414
J.W. Cole Advisors
Florida
$660K +$208K +1,952 +42%
Kovitz Investment Group Partners
415
Kovitz Investment Group Partners
Illinois
$656K +$701K +6,564 New
TFS
416
Thoroughbred Financial Services
Tennessee
$656K +$112K +1,053 +19%
FPAS
417
Focus Partners Advisor Solutions
Missouri
$655K +$177K +1,662 +34%
FAM
418
Fulcrum Asset Management
United Kingdom
$645K +$689K +6,451 New
MGP
419
Metis Global Partners
California
$631K +$226K +2,118 +51%
IWC
420
Integrated Wealth Concepts
Massachusetts
$629K +$443K +4,146 +194%
EAM
421
Evanson Asset Management
California
$624K
SWP
422
Stratos Wealth Partners
Ohio
$622K +$211K +1,974 +46%
Jane Street
423
Jane Street
New York
$612K -$34.2M -319,769 -98%
PAWA
424
Palo Alto Wealth Advisors
California
$611K +$652K +6,107 New
QI
425
Qtron Investments
Massachusetts
$587K

OKTA Hedge Fund Activity: Q2 2025 in Review

748 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Okta (OKTA) for Q2 2025, worth a combined $15.6B — up 1.2% from $15.4B a quarter earlier.

Buyers outnumbered sellers: 150 funds opened new OKTA positions and 126 closed out — a net gain of 24 holders — while 303 added to existing stakes and 220 trimmed.

The largest buyer was BlackRock, adding an estimated $878M. The largest seller was Fidelity Investments, cutting an estimated $502M.

  • 748 institutional investors held Okta (OKTA) as of Q2 2025, up from 732 in Q1 2025.
  • Funds reported $15.6B of Okta stock for Q2 2025, up 1.2% quarter-over-quarter.
  • 150 funds opened new Okta positions in Q2 2025 and 126 closed out, a net change of +24 holders.
  • The largest Okta buyer in Q2 2025 was BlackRock, an estimated $878M added.
  • The largest Okta seller in Q2 2025 was Fidelity Investments, an estimated $502M sold.

Based on aggregated 13F filings for Q2 2025.