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Okta
OKTA

665 hedge funds and large institutions have $11B invested in Okta in 2024 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 237 increasing their positions, 215 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 91

45% more funds holding in top 10

Funds holding in top 10: 11 → 16 (+5)

22% more call options, than puts

Call options by funds: $638M | Put options by funds: $523M

10% more repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 215

8% more capital invested

Capital invested by funds: $10.2B → $11B (+$832M)

6% more funds holding

Funds holding: 627 → 665 (+38)

1.07% more ownership

Funds ownership: 84.18% → 85.25% (+1.1%)

Holders
665
Holders Change
+38
Holders Change %
+6.06%
% of All Funds
8.76%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.21%
New
137
Increased
237
Reduced
215
Closed
91
Calls
$638M
Puts
$523M
Net Calls
+$115M
Net Calls Change
-$143M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$142M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$132M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$122M
4
SHCM
Sachem Head Capital Management
New York
+$104M
5
Coatue Management
Coatue Management
New York
+$97.2M

Top Sellers

1
Sands Capital Management
Sands Capital Management
Virginia
-$633M
2
WRCM
Whale Rock Capital Management
Massachusetts
-$106M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$98.8M
4
JCAM
Jericho Capital Asset Management
New York
-$89M
5
Nomura Holdings
Nomura Holdings
Japan
-$70.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northern Trust
26
Northern Trust
Illinois
$78.9M +$8.21M +105,918 +12%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$73.5M -$383K -4,944 -0.5%
Pictet Asset Management
28
Pictet Asset Management
Switzerland
$71M -$14.7M -189,038 -17%
Massachusetts Financial Services
29
Massachusetts Financial Services
Massachusetts
$68.5M +$57.3M +739,707 +571%
Legal & General Group
30
Legal & General Group
United Kingdom
$67.7M -$14.1M -181,560 -17%
AQR Capital Management
31
AQR Capital Management
Connecticut
$67M +$59.1M +762,460 +875%
SCM
32
Shapiro Capital Management
Georgia
$66.2M +$37.8M +487,142 +138%
WRCM
33
Whale Rock Capital Management
Massachusetts
$64.1M -$106M -1,368,718 -63%
OPFM
34
Optimus Prime Fund Management
Cayman Islands
$63.8M +$2.33M +30,000 +4%
Westfield Capital Management
35
Westfield Capital Management
Massachusetts
$63.2M +$62.2M +802,426 New
PCM
36
Penserra Capital Management
California
$62.3M +$1.79M +23,043 +3%
Citadel Advisors
37
Citadel Advisors
Florida
$58.3M +$34.8M +449,172 +154%
Neuberger Berman Group
38
Neuberger Berman Group
New York
$53.1M -$15.1M -194,177 -22%
Wells Fargo
39
Wells Fargo
California
$51.1M +$17.8M +229,958 +55%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$48.8M +$4.53M +58,379 +10%
KCM
41
Kodai Capital Management
Illinois
$47.5M +$26.8M +346,151 +135%
APM
42
a16z Perennial Management
California
$47.1M – – –
UBS Group
43
UBS Group
Switzerland
$46.8M +$2.66M +34,302 +6%
GT
44
Glenmede Trust
Pennsylvania
$45.7M +$5.38M +69,377 +14%
Mirae Asset Global ETFs Holdings
45
Mirae Asset Global ETFs Holdings
Hong Kong
$45.3M +$2.76M +35,579 +7%
Amundi
46
Amundi
France
$45.1M +$1.79M +23,135 +5%
Connor, Clark & Lunn Investment Management (CC&L)
47
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$44.8M +$16.3M +210,615 +59%
Allspring Global Investments
48
Allspring Global Investments
North Carolina
$43.7M +$25M +322,201 +139%
Ensign Peak Advisors
49
Ensign Peak Advisors
Utah
$41M +$22.5M +290,340 +127%
Barclays
50
Barclays
United Kingdom
$40.5M +$6.67M +86,046 +20%
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OKTA Hedge Fund Activity: Q4 2024 in Review

665 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Okta (OKTA) for Q4 2024, worth a combined $11B — up 8.2% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new OKTA positions and 91 closed out — a net gain of 46 holders — while 237 added to existing stakes and 215 trimmed.

The largest buyer was Ameriprise, adding an estimated $142M. The largest seller was Sands Capital Management, cutting an estimated $633M.

  • 665 institutional investors held Okta (OKTA) as of Q4 2024, up from 627 in Q3 2024.
  • Funds reported $11B of Okta stock for Q4 2024, up 8.2% quarter-over-quarter.
  • 137 funds opened new Okta positions in Q4 2024 and 91 closed out, a net change of +46 holders.
  • The largest Okta buyer in Q4 2024 was Ameriprise, an estimated $142M added.
  • The largest Okta seller in Q4 2024 was Sands Capital Management, an estimated $633M sold.

Based on aggregated 13F filings for Q4 2024.