740 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, 247 reducing their positions, and 104 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
740
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
TC
426
Truvestments Capital
Florida
$512K
OSAM
427
O'Shaughnessy Asset Management
Connecticut
$511K
CG
428
Cynosure Group
Utah
$504K
BEI
429
Benjamin Edwards Inc
Missouri
$502K
PD
430
Point72 (DIFC)
United Arab Emirates
$498K
AIM
431
Avity Investment Management
Connecticut
$497K
FPAS
432
Focus Partners Advisor Solutions
Missouri
$495K
SI
433
Stephens Inc
Arkansas
$495K
TLFA
434
True Link Financial Advisors
California
$491K
RWMG
435
Redwood Wealth Management Group
New Jersey
$490K
CPIG
436
Chicago Partners Investment Group
Illinois
$484K
FC
437
Fore Capital
New York
$481K
SW
438
SteelPeak Wealth
California
$480K
TIM
439
Thompson Investment Management
Wisconsin
$480K
GWM
440
GK Wealth Management
Nevada
$480K
AWA
441
Arkadios Wealth Advisors
Georgia
$478K
DILIC
442
Dai-ichi Life Insurance Company
Japan
$476K
KLCM
443
KG&L Capital Management
Louisiana
$475K
IIM
444
INTECH Investment Management
Florida
$461K
FCM
445
Fieldview Capital Management
Michigan
$460K
ECM
446
Evergreen Capital Management
Washington
$453K
SI
447
Sapience Investments
California
$451K
PCA
448
Pallas Capital Advisors
Massachusetts
$451K
KPWS
449
Kestra Private Wealth Services
Texas
$447K
MG
450
Marex Group
$434K