745 hedge funds and large institutions have $13.7B invested in Okta in 2025 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 284 increasing their positions, 249 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:

more 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 (-$1.83B)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
745
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
SPA
401
Sherbrooke Park Advisers
New York
$629K
IQI
402
Integrated Quantitative Investments
Washington
$628K
AIM
403
Adapt Investment Managers
Switzerland
$624K
SFG
404
Synergy Financial Group
California
$616K
GWMR
405
GC Wealth Management RIA
Massachusetts
$613K
IAA
406
Independent Advisor Alliance
North Carolina
$611K
PL
407
Perpetual Ltd
Australia
$596K
AC
408
Allstate Corporation
Illinois
$593K
VCA
409
Verdence Capital Advisors
Maryland
$590K
KCM
410
Kornitzer Capital Management
Kansas
$578K
SCM
411
Sterling Capital Management
North Carolina
$575K
ASN
412
Advisory Services Network
Georgia
$572K
EGM
413
Engineers Gate Manager
New York
$557K
OC
414
Oppenheimer & Co
New York
$557K
CBU
415
CIBC Bancorp USA
Illinois
$550K
HWAM
416
Hennion & Walsh Asset Management
New Jersey
$549K
NRG
417
Nemes Rush Group
Michigan
$545K
TF
418
Trek Financial
Arizona
$537K
SCM
419
Shelton Capital Management
Colorado
$532K
HVCM
420
Hel Ved Capital Management
Hong Kong
$528K
TRCT
421
Tower Research Capital (TRC)
New York
$526K
IPW
422
Impact Partnership Wealth
Georgia
$525K
FFM
423
Forum Financial Management
Illinois
$524K
SWP
424
Stratos Wealth Partners
Ohio
$523K
SC
425
Syon Capital
California
$521K