740 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, 247 reducing their positions, and 104 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:

less 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 (-$1.84B)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
740
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
IQI
401
Integrated Quantitative Investments
Washington
$628K
AIM
402
Adapt Investment Managers
Switzerland
$624K
SFG
403
Synergy Financial Group
California
$616K
GWMR
404
GC Wealth Management RIA
Massachusetts
$613K
IAA
405
Independent Advisor Alliance
North Carolina
$611K
PL
406
Perpetual Ltd
Australia
$596K
AC
407
Allstate Corporation
Illinois
$593K
VCA
408
Verdence Capital Advisors
Maryland
$590K
KCM
409
Kornitzer Capital Management
Kansas
$578K
SCM
410
Sterling Capital Management
North Carolina
$575K
ASN
411
Advisory Services Network
Georgia
$572K
EGM
412
Engineers Gate Manager
New York
$557K
OC
413
Oppenheimer & Co
New York
$557K
CBU
414
CIBC Bancorp USA
Illinois
$550K
HWAM
415
Hennion & Walsh Asset Management
New Jersey
$549K
NRG
416
Nemes Rush Group
Michigan
$545K
TF
417
Trek Financial
Arizona
$537K
SCM
418
Shelton Capital Management
Colorado
$532K
HVCM
419
Hel Ved Capital Management
Hong Kong
$528K
TRCT
420
Tower Research Capital (TRC)
New York
$526K
IPW
421
Impact Partnership Wealth
Georgia
$525K
FFM
422
Forum Financial Management
Illinois
$524K
SWP
423
Stratos Wealth Partners
Ohio
$523K
SC
424
Syon Capital
California
$521K
SCI
425
Stableford Capital II
Arizona
$515K