740 hedge funds and large institutions have $15.5B invested in Okta in 2025 Q2 according to their latest regulatory filings, with 149 funds opening new positions, 299 increasing their positions, 219 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
740
Holders Change
+16
Holders Change %
+2.21%
% of All Funds
9.92%
Holding in Top 10
11
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-38.89%
% of All Funds
0.15%
New
149
Increased
299
Reduced
219
Closed
123
Calls
$564M
Puts
$804M
Net Calls
-$240M
Net Calls Change
-$260M
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
476
Spire Wealth Management
Virginia
$405K +$374K +3,741 +1,207%
SI
477
Sapience Investments
California
$403K +$7.9K +79 +2%
CFO
478
Callan Family Office
Pennsylvania
$399K +$399K +3,990 New
AI
479
Atria Investments
North Carolina
$395K -$107K -1,073 -21%
PCP
480
Perbak Capital Partners
United Kingdom
$390K +$197K +1,973 +102%
1C
481
111 Capital
France
$388K +$34.8K +348 +10%
KIA
482
Knollwood Investment Advisory
Maryland
$381K
TRCT
483
Tower Research Capital (TRC)
New York
$379K +$298K +2,985 +369%
AWM
484
Avior Wealth Management
Nebraska
$379K -$2.2K -22 -0.6%
QCM
485
QRG Capital Management
Illinois
$372K +$171K +1,706 +85%
AFG
486
Atomi Financial Group
New York
$367K +$24.6K +246 +7%
SC
487
Scotia Capital
Ontario, Canada
$359K +$359K +3,589 New
CWM
488
Congress Wealth Management
Massachusetts
$357K +$2.9K +29 +0.8%
FDP
489
Financiere des Professionnels
Quebec, Canada
$352K +$352K +3,524 New
Jones Financial Companies
490
Jones Financial Companies
Missouri
$351K +$87.8K +892 +33%
NRD
491
Nebula Research & Development
New York
$349K +$349K +3,489 New
FFA
492
Farther Finance Advisors
California
$346K +$123K +1,234 +55%
KCP
493
Kera Capital Partners
California
$345K +$52.5K +525 +18%
SFA
494
Sequoia Financial Advisors
Ohio
$342K +$90.3K +903 +36%
IGAM
495
iA Global Asset Management
Quebec, Canada
$340K -$3.9K -39 -1%
WPW
496
Waldron Private Wealth
Pennsylvania
$338K
CT
497
Chicago Trust
Illinois
$337K +$18.7K +187 +6%
BL
498
BFSG LLC
California
$336K +$336K +3,365 New
CBA
499
Coastal Bridge Advisors
Connecticut
$329K +$329K +3,295 New
UCFA
500
United Capital Financial Advisors
Texas
$329K -$15.8K -158 -5%