732 hedge funds and large institutions have $13.7B invested in Okta in 2025 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 278 increasing their positions, 246 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:

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
732
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
AIM
426
Avity Investment Management
Connecticut
$497K
FPAS
427
Focus Partners Advisor Solutions
Missouri
$495K
SI
428
Stephens Inc
Arkansas
$495K
TLFA
429
True Link Financial Advisors
California
$491K
RWMG
430
Redwood Wealth Management Group
New Jersey
$490K
CPIG
431
Chicago Partners Investment Group
Illinois
$484K
FC
432
Fore Capital
New York
$481K
SW
433
SteelPeak Wealth
California
$480K
TIM
434
Thompson Investment Management
Wisconsin
$480K
GWM
435
GK Wealth Management
Nevada
$480K
AWA
436
Arkadios Wealth Advisors
Georgia
$478K
DILIC
437
Dai-ichi Life Insurance Company
Japan
$476K
KLCM
438
KG&L Capital Management
Louisiana
$475K
IIM
439
INTECH Investment Management
Florida
$461K
FCM
440
Fieldview Capital Management
Michigan
$460K
ECM
441
Evergreen Capital Management
Washington
$453K
SI
442
Sapience Investments
California
$451K
PCA
443
Pallas Capital Advisors
Massachusetts
$451K
KPWS
444
Kestra Private Wealth Services
Texas
$447K
MG
445
Marex Group
$434K
GA
446
GraniteShares Advisors
New York
$431K
Jones Financial Companies
447
Jones Financial Companies
Missouri
$429K
GWM
448
GDS Wealth Management
Texas
$428K
RCA
449
Resonant Capital Advisors
Wisconsin
$425K
WP
450
Woodline Partners
California
$424K