745 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, 249 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:

more 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 (-$1.83B)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
745
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
SCI
426
Stableford Capital II
Arizona
$515K
TC
427
Truvestments Capital
Florida
$512K
OSAM
428
O'Shaughnessy Asset Management
Connecticut
$511K
CG
429
Cynosure Group
Utah
$504K
BEI
430
Benjamin Edwards Inc
Missouri
$502K
PD
431
Point72 (DIFC)
United Arab Emirates
$498K
AIM
432
Avity Investment Management
Connecticut
$497K
FPAS
433
Focus Partners Advisor Solutions
Missouri
$495K
SI
434
Stephens Inc
Arkansas
$495K
TLFA
435
True Link Financial Advisors
California
$491K
RWMG
436
Redwood Wealth Management Group
New Jersey
$490K
CPIG
437
Chicago Partners Investment Group
Illinois
$484K
FC
438
Fore Capital
New York
$481K
SW
439
SteelPeak Wealth
California
$480K
TIM
440
Thompson Investment Management
Wisconsin
$480K
GWM
441
GK Wealth Management
Nevada
$480K
AWA
442
Arkadios Wealth Advisors
Georgia
$478K
DILIC
443
Dai-ichi Life Insurance Company
Japan
$476K
KLCM
444
KG&L Capital Management
Louisiana
$475K
IIM
445
INTECH Investment Management
Florida
$461K
FCM
446
Fieldview Capital Management
Michigan
$460K
ECM
447
Evergreen Capital Management
Washington
$453K
SI
448
Sapience Investments
California
$451K
PCA
449
Pallas Capital Advisors
Massachusetts
$451K
KPWS
450
Kestra Private Wealth Services
Texas
$447K