732 hedge funds and large institutions have $13.7B invested in Okta in 2025 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 278 increasing their positions, 246 reducing their positions, and 103 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:

less funds holding

Funds holding:

less ownership

Funds ownership:

11% less call options, than puts

Call options by funds: $681M | Put options by funds: $761M

12% less capital invested

Capital invested by funds: $15.5B → $13.7B (-$1.84B)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
732
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
$681M
Puts
$761M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCIA
501
Prime Capital Investment Advisors
Kansas
$291K
RCM
502
Requisite Capital Management
Texas
$291K
CBA
503
Coastal Bridge Advisors
Connecticut
$290K
CFO
504
Callan Family Office
Pennsylvania
$286K
SC
505
Scotia Capital
Ontario, Canada
$283K
OTL
506
Oak Thistle LLC
New York
$282K
FFM
507
Fullerton Fund Management
Singapore
$281K
MA
508
MCF Advisors
Kentucky
$278K
OWM
509
Opes Wealth Management
California
$276K
A
510
Allianz
Germany
$275K
KAM
511
Kazazian Asset Management
Florida
$275K
EAM
512
Erste Asset Management
Austria
$272K
BF
513
BOK Financial
Oklahoma
$266K
UCFA
514
United Capital Financial Advisors
Texas
$264K
MFAM
515
Motley Fool Asset Management
Virginia
$263K
CW
516
CreativeOne Wealth
Kansas
$263K
SFA
517
Sequoia Financial Advisors
Ohio
$261K
FHA
518
Flagship Harbor Advisors
Massachusetts
$259K
UM
519
UniSuper Management
Australia
$257K
BC
520
Bayforest Capital
United Kingdom
$256K
RK
521
Rather & Kittrell
Tennessee
$255K
PAWA
522
Palo Alto Wealth Advisors
California
$252K
NO
523
Ninety One
South Africa
$248K
PGFC
524
Peapack-Gladstone Financial Corp
New Jersey
$248K
ICP
525
Interchange Capital Partners
Pennsylvania
$247K