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
FRA
476
Frank Rimerman Advisors
California
$434K -$17K -159 -4%
CB
477
Commerce Bank
Missouri
$428K -$16.1K -151 -3%
S
478
SignatureFD
Georgia
$424K -$97K -908 -18%
MMA
479
Miracle Mile Advisors
California
$418K -$1.18K -11 -0.3%
RBI
480
Raiffeisen Bank International
Austria
$413K -$65.9K -617 -13%
EOJOAM
481
E. Ohman J:or Asset Management
Sweden
$412K -$179K -1,679 -29%
BMSSC
482
B. Metzler seel. Sohn & Co
Germany
$407K -$249K -2,330 -36%
SWM
483
Spire Wealth Management
Virginia
$405K +$400K +3,741 +1,207%
SI
484
Sapience Investments
California
$403K +$8.44K +79 +2%
CFO
485
Callan Family Office
Pennsylvania
$399K +$426K +3,990 New
AI
486
Atria Investments
North Carolina
$395K -$115K -1,073 -21%
PCP
487
Perbak Capital Partners
United Kingdom
$390K +$211K +1,973 +102%
1C
488
111 Capital
France
$388K +$37.2K +348 +10%
KIA
489
Knollwood Investment Advisory
Maryland
$381K
TRCT
490
Tower Research Capital (TRC)
New York
$379K +$319K +2,985 +369%
AWM
491
Avior Wealth Management
Nebraska
$379K -$2.35K -22 -0.6%
QCM
492
QRG Capital Management
Illinois
$372K +$182K +1,706 +85%
AFG
493
Atomi Financial Group
New York
$367K +$26.3K +246 +7%
SC
494
Scotia Capital
Ontario, Canada
$359K +$383K +3,589 New
CWM
495
Congress Wealth Management
Massachusetts
$357K +$3.1K +29 +0.8%
FDP
496
Financiere des Professionnels
Quebec, Canada
$352K +$376K +3,524 New
Jones Financial Companies
497
Jones Financial Companies
Missouri
$351K +$95.3K +892 +33%
NRD
498
Nebula Research & Development
New York
$349K +$373K +3,489 New
FFA
499
Farther Finance Advisors
California
$346K +$132K +1,234 +55%
KCP
500
Kera Capital Partners
California
$345K +$56.1K +525 +18%

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.