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Okta
OKTA

Overview Fund Activity

724 hedge funds and large institutions have $15.1B invested in Okta in 2025 Q1 according to their latest regulatory filings, with 166 funds opening new positions, 280 increasing their positions, 203 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
724
Holders Change
+65
Holders Change %
+9.86%
% of All Funds
9.83%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.24%
New
166
Increased
280
Reduced
203
Closed
92
Calls
$811M
Puts
$792M
Net Calls
+$19.5M
Net Calls Change
-$95.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$416M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$298M
3
Alkeon Capital Management
Alkeon Capital Management
New York
+$200M
4
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$190M
5
Bank of America
Bank of America
North Carolina
+$189M

Top Sellers

1
Marshall Wace
Marshall Wace
United Kingdom
-$281M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$222M
3
ACH
ArrowMark Colorado Holdings
Colorado
-$153M
4
CIP
Champlain Investment Partners
Vermont
-$136M
5
Millennium Management
Millennium Management
New York
-$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
451
Sapience Investments
California
$416K -$60K -570 -13%
GWM
452
GK Wealth Management
Nevada
$404K +$48.2K +458 +14%
O
453
Ossiam
France
$402K +$382K +3,635 +1,965%
AWM
454
Avior Wealth Management
Nebraska
$401K +$842 +8 +0.2%
KIA
455
Knollwood Investment Advisory
Maryland
$401K +$401K +3,809 New
M1FG
456
Mach-1 Financial Group
Arkansas
$399K +$399K +3,790 New
CCP
457
Clarity Capital Partners
California
$379K -$1.11M -10,589 -75%
BC
458
Bayforest Capital
United Kingdom
$374K +$374K +3,559 New
MOS
459
MGO One Seven
Ohio
$374K +$374K +3,557 New
CWM
460
Congress Wealth Management
Massachusetts
$373K +$78.7K +747 +27%
1C
461
111 Capital
France
$372K +$372K +3,534 New
AWA
462
Arete Wealth Advisors
Illinois
$368K +$368K +3,500 New
PWP
463
Private Wealth Partners
California
$363K +$363K +3,450 New
UCFA
464
United Capital Financial Advisors
Texas
$362K +$9.15K +87 +3%
IGAM
465
iA Global Asset Management
Quebec, Canada
$362K -$6.82M -64,775 -95%
AFG
466
Atomi Financial Group
New York
$361K +$72.6K +690 +25%
SI
467
Stephens Inc
Arkansas
$360K +$12.7K +121 +4%
WPW
468
Waldron Private Wealth
Pennsylvania
$356K -$69.9K -664 -16%
EC
469
EntryPoint Capital
New York
$353K -$304K -2,892 -46%
C
470
Covestor
United Kingdom
$352K +$207K +1,972 +143%
MFG
471
Menard Financial Group
Texas
$346K +$346K +2,954 New
EWA
472
Exencial Wealth Advisors
Oklahoma
$345K +$345K +3,278 New
CT
473
Chicago Trust
Illinois
$335K +$7.05K +67 +2%
NG
474
Norden Group
Utah
$331K +$4K +38 +1%
TFIPS
475
Towarzystwo Funduszy Inwestycyjnych PZU SA
$328K +$11.6K +110 +4%
17 18
19
20 21