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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 %
FFM
476
Forum Financial Management
Illinois
$328K -$117K -1,113 -26%
OWM
477
Opes Wealth Management
California
$328K +$5.79K +55 +2%
UM
478
UniSuper Management
Australia
$326K – – –
MA
479
MCF Advisors
Kentucky
$319K – – –
JFG
480
Jefferies Financial Group
New York
$317K -$209K -1,984 -40%
IWA
481
Inspirion Wealth Advisors
Illinois
$317K -$526 -5 -0.2%
KAM
482
Kazazian Asset Management
Florida
$316K – – –
KCP
483
Kera Capital Partners
California
$308K +$29.3K +278 +10%
FHA
484
Flagship Harbor Advisors
Massachusetts
$307K -$61.2K -582 -17%
MFAM
485
Motley Fool Asset Management
Virginia
$304K +$304K +2,887 New
PWM
486
Prosperity Wealth Management
California
$303K +$303K +2,880 New
AWS
487
Atria Wealth Solutions
New York
$298K -$16.6K -158 -5%
Jones Financial Companies
488
Jones Financial Companies
Missouri
$289K +$89.2K +826 +45%
RK
489
Rather & Kittrell
Tennessee
$288K -$131K -1,246 -31%
MCM
490
Moore Capital Management
New York
$286K +$286K +2,714 New
TI
491
TrueMark Investments
Illinois
$285K -$634K -6,025 -69%
CP
492
Creekside Partners
California
$281K – – –
BP
493
Ballentine Partners
Massachusetts
$276K +$3.58K +34 +1%
CPIG
494
Chicago Partners Investment Group
Illinois
$270K +$270K +2,289 New
CMBA
495
C.M. Bidwell & Associates
Hawaii
$266K +$263K +2,503 +11,377%
OR
496
Olympiad Research
Connecticut
$266K +$266K +2,524 New
SFA
497
Sequoia Financial Advisors
Ohio
$265K +$265K +2,518 New
PA
498
PharVision Advisers
Florida
$264K -$135K -1,284 -34%
FIM
499
Freedom Investment Management
Connecticut
$262K +$262K +2,492 New
GL
500
Graypoint LLC
New York
$261K -$121K -1,153 -32%
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