742 hedge funds and large institutions have $15.5B invested in Okta in 2025 Q2 according to their latest regulatory filings, with 151 funds opening new positions, 298 increasing their positions, 219 reducing their positions, and 125 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:

more ownership

Funds ownership:

more funds holding

Funds holding:

3% more capital invested

Capital invested by funds: $15.1B → $15.5B (+$403M)

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
742
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$564M
Puts
$804M
Net Calls
Net Calls Change

Top Sellers

1 -$470M
2 -$211M
3 -$152M
4
EC
Eminence Capital
New York
-$150M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$113M
Name Holding Trade Value Shares
Change
Change in
Stake
TLFA
426
True Link Financial Advisors
California
$560K
M&T Bank
427
M&T Bank
New York
$559K
CCIA
428
Campbell & Co Investment Adviser
Maryland
$557K
CG
429
Cynosure Group
Utah
$550K
NRG
430
Nemes Rush Group
Michigan
$548K
SW
431
SteelPeak Wealth
California
$547K
AIM
432
Avity Investment Management
Connecticut
$542K
Walleye Capital
433
Walleye Capital
New York
$539K
ASN
434
Advisory Services Network
Georgia
$537K
LHWM
435
Lake Hills Wealth Management
Texas
$535K
RWMG
436
Redwood Wealth Management Group
New Jersey
$533K
ECM
437
Everence Capital Management
Indiana
$530K
TC
438
Truvestments Capital
Florida
$529K
SI
439
Stephens Inc
Arkansas
$529K
IAA
440
Independent Advisor Alliance
North Carolina
$527K
TIM
441
Thompson Investment Management
Wisconsin
$523K
DILIC
442
Dai-ichi Life Insurance Company
Japan
$519K
CWM
443
Circle Wealth Management
New Jersey
$516K
PA
444
Parallel Advisors
California
$513K
KPWS
445
Kestra Private Wealth Services
Texas
$510K
JCIA
446
Jackson Creek Investment Advisors
Colorado
$506K
Lazard Asset Management
447
Lazard Asset Management
New York
$504K
AWA
448
Arkadios Wealth Advisors
Georgia
$501K
GWM
449
GK Wealth Management
Nevada
$497K
Balyasny Asset Management
450
Balyasny Asset Management
Illinois
$497K