740 hedge funds and large institutions have $15.5B invested in Okta in 2025 Q2 according to their latest regulatory filings, with 149 funds opening new positions, 299 increasing their positions, 219 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
740
Holders Change
+16
Holders Change %
+2.21%
% of All Funds
9.92%
Holding in Top 10
11
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-38.89%
% of All Funds
0.15%
New
149
Increased
299
Reduced
219
Closed
123
Calls
$564M
Puts
$804M
Net Calls
-$240M
Net Calls Change
-$260M
Name Holding Trade Value Shares
Change
Shares
Change %
M&T Bank
426
M&T Bank
New York
$559K -$35.3K -353 -6%
CCIA
427
Campbell & Co Investment Adviser
Maryland
$557K +$557K +5,575 New
CG
428
Cynosure Group
Utah
$550K
NRG
429
Nemes Rush Group
Michigan
$548K +$78.7K +787 +17%
SW
430
SteelPeak Wealth
California
$547K +$547K +5,470 New
AIM
431
Avity Investment Management
Connecticut
$542K +$340K +3,400 +168%
Walleye Capital
432
Walleye Capital
New York
$539K -$4.76M -47,603 -90%
ASN
433
Advisory Services Network
Georgia
$537K -$1.56M -15,907 -74%
LHWM
434
Lake Hills Wealth Management
Texas
$535K +$535K +5,348 New
RWMG
435
Redwood Wealth Management Group
New Jersey
$533K +$533K +5,335 New
ECM
436
Everence Capital Management
Indiana
$530K
TC
437
Truvestments Capital
Florida
$529K +$11.1K +111 +2%
SI
438
Stephens Inc
Arkansas
$529K +$187K +1,870 +55%
IAA
439
Independent Advisor Alliance
North Carolina
$527K -$2K -20 -0.4%
TIM
440
Thompson Investment Management
Wisconsin
$523K -$120K -1,200 -19%
DILIC
441
Dai-ichi Life Insurance Company
Japan
$519K
CWM
442
Circle Wealth Management
New Jersey
$516K +$516K +5,164 New
PA
443
Parallel Advisors
California
$513K +$40.3K +403 +9%
SQA
444
Simon Quick Advisors
New Jersey
$511K +$12.6K +126 +3%
KPWS
445
Kestra Private Wealth Services
Texas
$510K -$29.3K -293 -5%
JCIA
446
Jackson Creek Investment Advisors
Colorado
$506K -$3.3K -33 -0.6%
Lazard Asset Management
447
Lazard Asset Management
New York
$504K -$1.3M -12,968 -72%
AWA
448
Arkadios Wealth Advisors
Georgia
$501K +$501K +5,014 New
GWM
449
GK Wealth Management
Nevada
$497K +$114K +1,138 +30%
Balyasny Asset Management
450
Balyasny Asset Management
Illinois
$497K +$497K +4,969 New