720 hedge funds and large institutions have $13.1B invested in Okta in 2025 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 235 increasing their positions, 287 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

3% less funds holding

Funds holding: 745720 (-25)

11% less call options, than puts

Call options by funds: $553M | Put options by funds: $622M

18% less repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 287

Holders
720
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
$553M
Puts
$622M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFG
501
Atomi Financial Group
New York
$235K
OWA
502
Octavia Wealth Advisors
Ohio
$235K
GRP
503
Global Retirement Partners
California
$234K
CP
504
Creekside Partners
California
$231K
NS
505
Northland Securities
Minnesota
$231K
KWM
506
Kassira Wealth Management
Tennessee
$230K
HWM
507
HB Wealth Management
Georgia
$228K
National Bank of Canada
508
National Bank of Canada
Quebec, Canada
$227K
TG
509
TCW Group
California
$225K
AMI
510
Amica Mutual Insurance
Rhode Island
$225K
FC
511
Fairscale Capital
New Hampshire
$220K
AT
512
American Trust
Kentucky
$220K
MOS
513
MGO One Seven
Ohio
$219K
CIA
514
Concurrent Investment Advisors
Florida
$219K
AAP
515
Arax Advisory Partners
Colorado
$218K
MTIM
516
Marathon Trading Investment Management
Pennsylvania
$216K
CWA
517
Cura Wealth Advisors
Illinois
$216K
PGFC
518
Peapack-Gladstone Financial Corp
New Jersey
$216K
KWM
519
Kingsview Wealth Management
Oregon
$212K
HPC
520
HM Payson & Co
Maine
$212K
C
521
Certuity
Florida
$210K
BF
522
BOK Financial
Oklahoma
$207K
AWM
523
Apollon Wealth Management
South Carolina
$205K
Fifth Third Bancorp
524
Fifth Third Bancorp
Ohio
$204K
ASN
525
Advisory Services Network
Georgia
$204K