742 hedge funds and large institutions have $15.5B invested in Okta in 2025 Q2 according to their latest regulatory filings, with 151 funds opening new positions, 298 increasing their positions, 219 reducing their positions, and 125 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:

more ownership

Funds ownership:

more funds holding

Funds holding:

3% more capital invested

Capital invested by funds: $15.1B → $15.5B (+$403M)

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
742
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$564M
Puts
$804M
Net Calls
Net Calls Change

Top Sellers

1 -$470M
2 -$211M
3 -$152M
4
EC
Eminence Capital
New York
-$150M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$113M
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
401
Merit Financial Group
Georgia
$681K
Bank of Nova Scotia
402
Bank of Nova Scotia
Ontario, Canada
$675K
SCM
403
Sterling Capital Management
North Carolina
$674K
GLA
404
Great Lakes Advisors
Illinois
$674K
AAS
405
Avantax Advisory Services
Texas
$673K
BS
406
Banco Santander
Spain
$671K
VI
407
Versor Investments
New York
$661K
JWCA
408
J.W. Cole Advisors
Florida
$660K
Kovitz Investment Group Partners
409
Kovitz Investment Group Partners
Illinois
$656K
TFS
410
Thoroughbred Financial Services
Tennessee
$656K
FPAS
411
Focus Partners Advisor Solutions
Missouri
$655K
MGP
412
Metis Global Partners
California
$631K
IWC
413
Integrated Wealth Concepts
Massachusetts
$629K
EAM
414
Evanson Asset Management
California
$624K
SWP
415
Stratos Wealth Partners
Ohio
$622K
Jane Street
416
Jane Street
New York
$612K
PAWA
417
Palo Alto Wealth Advisors
California
$611K
QI
418
Qtron Investments
Massachusetts
$587K
CF
419
Cantor Fitzgerald
New York
$585K
P
420
&Partners
Tennessee
$585K
SCM
421
Shelton Capital Management
Colorado
$580K
OSAM
422
O'Shaughnessy Asset Management
Connecticut
$577K
CIA
423
Concurrent Investment Advisors
Florida
$573K
SCI
424
Stableford Capital II
Arizona
$565K
BEI
425
Benjamin Edwards Inc
Missouri
$560K