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736 hedge funds and large institutions have $13.2B invested in Okta in 2025 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 239 increasing their positions, 290 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

9% less call options, than puts

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

2% less funds holding

Funds holding: 749736 (-13)

18% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 290

Holders
736
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
AAS
476
Ameritas Advisory Services
Nebraska
$296K
WPW
477
Waldron Private Wealth
Pennsylvania
$293K
BL
478
BFSG LLC
California
$291K
AI
479
Atria Investments
North Carolina
$289K
AAM
480
Advisors Asset Management
Colorado
$283K
IC
481
Inscription Capital
Texas
$282K
CBA
482
Coastal Bridge Advisors
Connecticut
$278K
DADC
483
D.A. Davidson & Co
Montana
$278K
MF
484
Magnetar Financial
Illinois
$273K
VCA
485
Verdence Capital Advisors
Maryland
$268K
NG
486
Norden Group
Utah
$268K
AWM
487
Arista Wealth Management
Nevada
$266K
PCP
488
Perbak Capital Partners
United Kingdom
$265K
MA
489
MCF Advisors
Kentucky
$262K
OWM
490
Opes Wealth Management
California
$262K
SCP
491
Sivia Capital Partners
California
$261K
IWA
492
Inspirion Wealth Advisors
Illinois
$260K
A
493
Allianz
Germany
$259K
KAM
494
Kazazian Asset Management
Florida
$259K
CPIG
495
Chicago Partners Investment Group
Illinois
$259K
SC
496
Scotia Capital
Ontario, Canada
$256K
HFS
497
Hantz Financial Services
Michigan
$256K
NA
498
NewEdge Advisors
Louisiana
$253K
MFAM
499
Motley Fool Asset Management
Virginia
$253K
CFO
500
Callan Family Office
Pennsylvania
$247K