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748 hedge funds and large institutions have $15.6B invested in Okta in 2025 Q2 according to their latest regulatory filings, with 150 funds opening new positions, 303 increasing their positions, 220 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 220

19% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 126

5.03% more ownership

Funds ownership: 88.23%93.25% (+5%)

2% more funds holding

Funds holding: 732748 (+16)

1% more capital invested

Capital invested by funds: $15.4B → $15.6B (+$189M)

30% less call options, than puts

Call options by funds: $564M | Put options by funds: $804M

39% less funds holding in top 10

Funds holding in top 10: 1811 (-7)

Holders
748
Holders Change
+16
Holders Change %
+2.19%
% of All Funds
9.85%
Holding in Top 10
11
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-38.89%
% of All Funds
0.14%
New
150
Increased
303
Reduced
220
Closed
126
Calls
$564M
Puts
$804M
Net Calls
-$240M
Net Calls Change
-$260M
Name Holding Trade Value Shares
Change
Change in
Stake
CF
426
Cantor Fitzgerald
New York
$585K -$5.23K -49 -0.8%
P
427
&Partners
Tennessee
$585K -$1.21M -11,318 -66%
SCM
428
Shelton Capital Management
Colorado
$580K +$620K +5,803 New
OSAM
429
O'Shaughnessy Asset Management
Connecticut
$577K -$214K -2,008 -26%
CIA
430
Concurrent Investment Advisors
Florida
$573K +$612K +5,727 New
SCI
431
Stableford Capital II
Arizona
$565K +$597K +5,591 New
BEI
432
Benjamin Edwards Inc
Missouri
$560K -$65.9K -617 -10%
TLFA
433
True Link Financial Advisors
California
$560K -$42.7K -400 -7%
M&T Bank
434
M&T Bank
New York
$559K -$37.7K -353 -6%
CCIA
435
Campbell & Co Investment Adviser
Maryland
$557K +$595K +5,575 New
CG
436
Cynosure Group
Utah
$550K
NRG
437
Nemes Rush Group
Michigan
$548K +$84K +787 +17%
SW
438
SteelPeak Wealth
California
$547K +$584K +5,470 New
AIM
439
Avity Investment Management
Connecticut
$542K +$363K +3,400 +168%
Walleye Capital
440
Walleye Capital
New York
$539K -$5.08M -47,603 -90%
ASN
441
Advisory Services Network
Georgia
$537K -$1.7M -15,907 -74%
LHWM
442
Lake Hills Wealth Management
Texas
$535K +$571K +5,348 New
RWMG
443
Redwood Wealth Management Group
New Jersey
$533K +$570K +5,335 New
ECM
444
Everence Capital Management
Indiana
$530K
TC
445
Truvestments Capital
Florida
$529K +$11.9K +111 +2%
SI
446
Stephens Inc
Arkansas
$529K +$200K +1,870 +55%
IAA
447
Independent Advisor Alliance
North Carolina
$527K -$2.14K -20 -0.4%
TIM
448
Thompson Investment Management
Wisconsin
$523K -$128K -1,200 -19%
DILIC
449
Dai-ichi Life Insurance Company
Japan
$519K
CWM
450
Circle Wealth Management
New Jersey
$516K +$551K +5,164 New

OKTA Hedge Fund Activity: Q2 2025 in Review

748 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Okta (OKTA) for Q2 2025, worth a combined $15.6B — up 1.2% from $15.4B a quarter earlier.

Buyers outnumbered sellers: 150 funds opened new OKTA positions and 126 closed out — a net gain of 24 holders — while 303 added to existing stakes and 220 trimmed.

The largest buyer was BlackRock, adding an estimated $878M. The largest seller was Fidelity Investments, cutting an estimated $502M.

  • 748 institutional investors held Okta (OKTA) as of Q2 2025, up from 732 in Q1 2025.
  • Funds reported $15.6B of Okta stock for Q2 2025, up 1.2% quarter-over-quarter.
  • 150 funds opened new Okta positions in Q2 2025 and 126 closed out, a net change of +24 holders.
  • The largest Okta buyer in Q2 2025 was BlackRock, an estimated $878M added.
  • The largest Okta seller in Q2 2025 was Fidelity Investments, an estimated $502M sold.

Based on aggregated 13F filings for Q2 2025.