726 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, 237 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: 745726 (-19)

17% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 287

Holders
726
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
CBA
476
Coastal Bridge Advisors
Connecticut
$278K
DADC
477
D.A. Davidson & Co
Montana
$278K
MF
478
Magnetar Financial
Illinois
$273K
VCA
479
Verdence Capital Advisors
Maryland
$268K
NG
480
Norden Group
Utah
$268K
AWM
481
Arista Wealth Management
Nevada
$266K
PCP
482
Perbak Capital Partners
United Kingdom
$265K
MA
483
MCF Advisors
Kentucky
$262K
OWM
484
Opes Wealth Management
California
$262K
SCP
485
Sivia Capital Partners
California
$261K
IWA
486
Inspirion Wealth Advisors
Illinois
$260K
A
487
Allianz
Germany
$259K
KAM
488
Kazazian Asset Management
Florida
$259K
CPIG
489
Chicago Partners Investment Group
Illinois
$259K
SC
490
Scotia Capital
Ontario, Canada
$256K
HFS
491
Hantz Financial Services
Michigan
$256K
NA
492
NewEdge Advisors
Louisiana
$253K
MFAM
493
Motley Fool Asset Management
Virginia
$253K
CFO
494
Callan Family Office
Pennsylvania
$247K
PE
495
PCM Encore
Colorado
$245K
CI Investments Inc
496
CI Investments Inc
Ontario, Canada
$245K
CC
497
Centiva Capital
New York
$244K
MWM
498
Mindset Wealth Management
Indiana
$244K
UM
499
UniSuper Management
Australia
$242K
RK
500
Rather & Kittrell
Tennessee
$241K