725 hedge funds and large institutions have $13.1B invested in Okta in 2025 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 236 increasing their positions, 287 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

9% less call options, than puts

Call options by funds: $576M | Put options by funds: $631M

3% less funds holding

Funds holding: 744725 (-19)

18% less repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 287

Holders
725
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
$576M
Puts
$631M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
401
O'Shaughnessy Asset Management
Connecticut
$497K
FFM
402
Forum Financial Management
Illinois
$494K
SI
403
Stephens Inc
Arkansas
$483K
SCM
404
Shelton Capital Management
Colorado
$482K
Teacher Retirement System of Texas
405
Teacher Retirement System of Texas
Texas
$479K
CG
406
Cynosure Group
Utah
$475K
BEI
407
Benjamin Edwards Inc
Missouri
$472K
GWM
408
GK Wealth Management
Nevada
$471K
MFG
409
Merit Financial Group
Georgia
$471K
OIAM
410
OFI Invest Asset Management
France
$469K
Kovitz Investment Group Partners
411
Kovitz Investment Group Partners
Illinois
$468K
CL
412
Choreo LLC
Illinois
$460K
KCP
413
Kera Capital Partners
California
$456K
AWA
414
Arkadios Wealth Advisors
Georgia
$455K
SWP
415
Stratos Wealth Partners
Ohio
$452K
CS
416
Clear Street
New York
$452K
DILIC
417
Dai-ichi Life Insurance Company
Japan
$449K
ICA
418
Infrastructure Capital Advisors
New York
$445K
RCA
419
Resonant Capital Advisors
Wisconsin
$441K
SFA
420
Sequoia Financial Advisors
Ohio
$440K
CG
421
Caprock Group
Idaho
$440K
M&T Bank
422
M&T Bank
New York
$435K
IIM
423
INTECH Investment Management
Florida
$435K
SW
424
SteelPeak Wealth
California
$435K
SI
425
Sapience Investments
California
$425K