742 hedge funds and large institutions have $15.5B invested in Okta in 2025 Q2 according to their latest regulatory filings, with 151 funds opening new positions, 298 increasing their positions, 219 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

3% more capital invested

Capital invested by funds: $15.1B → $15.5B (+$403M)

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
742
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$564M
Puts
$804M
Net Calls
Net Calls Change

Top Sellers

1 -$470M
2 -$211M
3 -$152M
4
EC
Eminence Capital
New York
-$150M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$113M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
476
Spire Wealth Management
Virginia
$405K
SI
477
Sapience Investments
California
$403K
CFO
478
Callan Family Office
Pennsylvania
$399K
AI
479
Atria Investments
North Carolina
$395K
PCP
480
Perbak Capital Partners
United Kingdom
$390K
1C
481
111 Capital
France
$388K
KIA
482
Knollwood Investment Advisory
Maryland
$381K
TRCT
483
Tower Research Capital (TRC)
New York
$379K
AWM
484
Avior Wealth Management
Nebraska
$379K
QCM
485
QRG Capital Management
Illinois
$372K
AFG
486
Atomi Financial Group
New York
$367K
SC
487
Scotia Capital
Ontario, Canada
$359K
CWM
488
Congress Wealth Management
Massachusetts
$357K
FDP
489
Financiere des Professionnels
Quebec, Canada
$352K
Jones Financial Companies
490
Jones Financial Companies
Missouri
$351K
NRD
491
Nebula Research & Development
New York
$349K
FFA
492
Farther Finance Advisors
California
$346K
KCP
493
Kera Capital Partners
California
$345K
SFA
494
Sequoia Financial Advisors
Ohio
$342K
IGAM
495
iA Global Asset Management
Quebec, Canada
$340K
WPW
496
Waldron Private Wealth
Pennsylvania
$338K
CT
497
Chicago Trust
Illinois
$337K
BL
498
BFSG LLC
California
$336K
CBA
499
Coastal Bridge Advisors
Connecticut
$329K
UCFA
500
United Capital Financial Advisors
Texas
$329K