725 hedge funds and large institutions have $13.1B invested in Okta in 2025 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 236 increasing their positions, 287 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

9% less call options, than puts

Call options by funds: $576M | Put options by funds: $631M

3% less funds holding

Funds holding: 744725 (-19)

18% less repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 287

Holders
725
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$576M
Puts
$631M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
476
D.A. Davidson & Co
Montana
$278K
MF
477
Magnetar Financial
Illinois
$273K
VCA
478
Verdence Capital Advisors
Maryland
$268K
NG
479
Norden Group
Utah
$268K
AWM
480
Arista Wealth Management
Nevada
$266K
PCP
481
Perbak Capital Partners
United Kingdom
$265K
MA
482
MCF Advisors
Kentucky
$262K
OWM
483
Opes Wealth Management
California
$262K
SCP
484
Sivia Capital Partners
California
$261K
IWA
485
Inspirion Wealth Advisors
Illinois
$260K
A
486
Allianz
Germany
$259K
KAM
487
Kazazian Asset Management
Florida
$259K
CPIG
488
Chicago Partners Investment Group
Illinois
$259K
SC
489
Scotia Capital
Ontario, Canada
$256K
HFS
490
Hantz Financial Services
Michigan
$256K
NA
491
NewEdge Advisors
Louisiana
$253K
MFAM
492
Motley Fool Asset Management
Virginia
$253K
CFO
493
Callan Family Office
Pennsylvania
$247K
PE
494
PCM Encore
Colorado
$245K
CI Investments Inc
495
CI Investments Inc
Ontario, Canada
$245K
CC
496
Centiva Capital
New York
$244K
MWM
497
Mindset Wealth Management
Indiana
$244K
UM
498
UniSuper Management
Australia
$242K
RK
499
Rather & Kittrell
Tennessee
$241K
PAM
500
Panagora Asset Management
Massachusetts
$239K