726 hedge funds and large institutions have $13.1B invested in Okta in 2025 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 237 increasing their positions, 287 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

9% less call options, than puts

Call options by funds: $576M | Put options by funds: $631M

3% less funds holding

Funds holding: 745726 (-19)

17% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 287

Holders
726
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
$576M
Puts
$631M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SI
426
Sapience Investments
California
$425K
CFM
427
Catalyst Funds Management
Australia
$424K
AWF
428
Alpha Wealth Funds
Utah
$423K
WSFS
429
Wilmington Savings Fund Society
Delaware
$415K
ALAM
430
Asahi Life Asset Management
Japan
$409K
TLFA
431
True Link Financial Advisors
California
$408K
GWM
432
GDS Wealth Management
Texas
$404K
PA
433
Parallel Advisors
California
$403K
VanEck Associates
434
VanEck Associates
New York
$403K
FRA
435
Frank Rimerman Advisors
California
$398K
ECM
436
Evergreen Capital Management
Washington
$398K
MCM
437
MAI Capital Management
Ohio
$392K
RWC
438
Rare Wolf Capital
Washington
$390K
WI
439
Wahed Invest
New York
$381K
YC
440
Yarbrough Capital
Tennessee
$380K
NRG
441
Nemes Rush Group
Michigan
$378K
FTWA
442
Fifth Third Wealth Advisors
Ohio
$378K
OCBCO
443
Oversea-Chinese Banking Corp (OCBC)
Singapore
$376K
KPWS
444
Kestra Private Wealth Services
Texas
$375K
KRSITF
445
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$375K
FCM
446
Fieldview Capital Management
Michigan
$372K
MMA
447
Miracle Mile Advisors
California
$370K
MYAM
448
Meiji Yasuda Asset Management
Japan
$368K
EGM
449
Engineers Gate Manager
New York
$367K
RWM
450
Revisor Wealth Management
Ohio
$363K