OKTA icon

Okta
OKTA

Overview Fund Activity

724 hedge funds and large institutions have $15.1B invested in Okta in 2025 Q1 according to their latest regulatory filings, with 166 funds opening new positions, 280 increasing their positions, 203 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
724
Holders Change
+65
Holders Change %
+9.86%
% of All Funds
9.83%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.24%
New
166
Increased
280
Reduced
203
Closed
92
Calls
$811M
Puts
$792M
Net Calls
+$19.5M
Net Calls Change
-$95.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$416M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$298M
3
Alkeon Capital Management
Alkeon Capital Management
New York
+$200M
4
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$190M
5
Bank of America
Bank of America
North Carolina
+$189M

Top Sellers

1
Marshall Wace
Marshall Wace
United Kingdom
-$281M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$222M
3
ACH
ArrowMark Colorado Holdings
Colorado
-$153M
4
CIP
Champlain Investment Partners
Vermont
-$136M
5
Millennium Management
Millennium Management
New York
-$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAI
501
Capital Advisors Inc
Oklahoma
$260K +$260K +2,476 New
HPC
502
HM Payson & Co
Maine
$258K – – –
PIC
503
Portland Investment Counsel
Ontario, Canada
$258K +$258K +2,450 New
SG Americas Securities
504
SG Americas Securities
New York
$256K +$256K +2,434 New
C
505
Certuity
Florida
$254K +$254K +2,417 New
QC
506
Quent Capital
New York
$253K +$8.73K +83 +4%
KWA
507
Kingswood Wealth Advisors
California
$252K +$252K +2,393 New
HWM
508
HB Wealth Management
Georgia
$244K +$244K +2,315 New
JF
509
Jump Financial
Illinois
$241K -$4.25M -40,379 -95%
SW
510
Schulz Wealth
Texas
$240K +$240K +2,284 New
MYAM
511
Meiji Yasuda Asset Management
Japan
$239K +$239K +2,273 New
AC
512
Avestar Capital
New York
$238K +$238K +2,266 New
FC
513
Farringdon Capital
United Kingdom
$238K +$238K +2,261 New
BAAM
514
Baker Avenue Asset Management
California
$238K +$238K +2,259 New
MWM
515
Mindset Wealth Management
Indiana
$236K +$236K +2,247 New
CAM
516
Claret Asset Management
Quebec, Canada
$236K +$236K +2,245 New
JGC
517
J. Goldman & Co
New York
$236K +$236K +2,240 New
GT
518
Greenleaf Trust
Michigan
$235K +$235K +2,236 New
FAM
519
Fred Alger Management
New York
$234K +$234K +2,226 New
WEG
520
World Equity Group
Illinois
$234K -$209K -1,985 -47%
FC
521
Fairscale Capital
New Hampshire
$233K +$230K +2,189 +7,297%
FFA
522
Farther Finance Advisors
California
$233K +$172K +1,647 +283%
QL
523
Quarry LP
New York
$232K -$238K -2,262 -51%
NWA
524
New World Advisors
Massachusetts
$230K -$113K -1,075 -33%
EAM
525
Eventide Asset Management
Massachusetts
$230K +$230K +2,127 New
19 20
21
22 23