We are live on ! Find out more

748 hedge funds and large institutions have $15.6B invested in Okta in 2025 Q2 according to their latest regulatory filings, with 150 funds opening new positions, 303 increasing their positions, 220 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 220

19% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 126

5.03% more ownership

Funds ownership: 88.23%93.25% (+5%)

2% more funds holding

Funds holding: 732748 (+16)

1% more capital invested

Capital invested by funds: $15.4B → $15.6B (+$189M)

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
748
Holders Change
+16
Holders Change %
+2.19%
% of All Funds
9.85%
Holding in Top 10
11
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-38.89%
% of All Funds
0.14%
New
150
Increased
303
Reduced
220
Closed
126
Calls
$564M
Puts
$804M
Net Calls
-$240M
Net Calls Change
-$260M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
451
Parallel Advisors
California
$513K +$43K +403 +9%
KPWS
452
Kestra Private Wealth Services
Texas
$510K -$31.3K -293 -5%
EP
453
Essential Partners
California
$509K +$544K +5,091 New
JCIA
454
Jackson Creek Investment Advisors
Colorado
$506K -$3.52K -33 -0.6%
Lazard Asset Management
455
Lazard Asset Management
New York
$504K -$1.38M -12,968 -72%
AWA
456
Arkadios Wealth Advisors
Georgia
$501K +$535K +5,014 New
GWM
457
GK Wealth Management
Nevada
$497K +$122K +1,138 +30%
Balyasny Asset Management
458
Balyasny Asset Management
Illinois
$497K +$531K +4,969 New
AT
459
American Trust
Kentucky
$489K +$522K +4,891 New
PA
460
PharVision Advisers
Florida
$488K +$253K +2,369 +94%
FFM
461
Forum Financial Management
Illinois
$478K +$177K +1,662 +53%
RCA
462
Resonant Capital Advisors
Wisconsin
$477K +$35.7K +334 +8%
KCM
463
Kornitzer Capital Management
Kansas
$472K -$11.5M -107,925 -96%
FIA
464
FNY Investment Advisers
New York
$467K +$72.2K +676 +17%
VCM
465
Versant Capital Management
Arizona
$453K -$40.2K -376 -8%
SPA
466
Sherbrooke Park Advisers
New York
$452K -$48.4K -453 -9%
BFM
467
Boothbay Fund Management
New York
$442K -$1.62M -15,179 -77%
WI
468
Wahed Invest
New York
$442K +$26.9K +252 +6%
GA
469
GraniteShares Advisors
New York
$441K -$17.6K -165 -4%
KRSITF
470
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$440K -$32.7K -306 -7%
YC
471
Yarbrough Capital
Tennessee
$440K
MYAM
472
Meiji Yasuda Asset Management
Japan
$438K +$225K +2,108 +93%
FTWA
473
Fifth Third Wealth Advisors
Ohio
$435K +$464K +4,348 New
AWA
474
Aaron Wealth Advisors
Illinois
$435K -$66.4K -622 -13%
NA
475
NewEdge Advisors
Louisiana
$435K -$126K -1,183 -21%

OKTA Hedge Fund Activity: Q2 2025 in Review

748 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Okta (OKTA) for Q2 2025, worth a combined $15.6B — up 1.2% from $15.4B a quarter earlier.

Buyers outnumbered sellers: 150 funds opened new OKTA positions and 126 closed out — a net gain of 24 holders — while 303 added to existing stakes and 220 trimmed.

The largest buyer was BlackRock, adding an estimated $878M. The largest seller was Fidelity Investments, cutting an estimated $502M.

  • 748 institutional investors held Okta (OKTA) as of Q2 2025, up from 732 in Q1 2025.
  • Funds reported $15.6B of Okta stock for Q2 2025, up 1.2% quarter-over-quarter.
  • 150 funds opened new Okta positions in Q2 2025 and 126 closed out, a net change of +24 holders.
  • The largest Okta buyer in Q2 2025 was BlackRock, an estimated $878M added.
  • The largest Okta seller in Q2 2025 was Fidelity Investments, an estimated $502M sold.

Based on aggregated 13F filings for Q2 2025.