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748 hedge funds and large institutions have $15.6B invested in Okta in 2025 Q2 according to their latest regulatory filings, with 150 funds opening new positions, 303 increasing their positions, 220 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 220

19% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 126

5.03% more ownership

Funds ownership: 88.23%93.25% (+5%)

2% more funds holding

Funds holding: 732748 (+16)

1% more capital invested

Capital invested by funds: $15.4B → $15.6B (+$189M)

30% less call options, than puts

Call options by funds: $564M | Put options by funds: $804M

39% less funds holding in top 10

Funds holding in top 10: 1811 (-7)

Holders
748
Holders Change
+16
Holders Change %
+2.19%
% of All Funds
9.85%
Holding in Top 10
11
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-38.89%
% of All Funds
0.14%
New
150
Increased
303
Reduced
220
Closed
126
Calls
$564M
Puts
$804M
Net Calls
-$240M
Net Calls Change
-$260M
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
501
Sequoia Financial Advisors
Ohio
$342K +$96.4K +903 +36%
IGAM
502
iA Global Asset Management
Quebec, Canada
$340K -$4.17K -39 -1%
WPW
503
Waldron Private Wealth
Pennsylvania
$338K
CT
504
Chicago Trust
Illinois
$337K +$20K +187 +6%
BL
505
BFSG LLC
California
$336K +$359K +3,365 New
CBA
506
Coastal Bridge Advisors
Connecticut
$329K +$352K +3,295 New
UCFA
507
United Capital Financial Advisors
Texas
$329K -$16.9K -158 -5%
NG
508
Norden Group
Utah
$326K +$12.4K +116 +4%
EC
509
EntryPoint Capital
New York
$323K -$13.2K -124 -4%
BJL
510
Brighton Jones LLC
Washington
$321K +$130K +1,217 +61%
SC
511
Savoie Capital
Illinois
$320K +$342K +3,200 New
MFG
512
Menard Financial Group
Texas
$319K +$25.2K +236 +8%
SW
513
SkyOak Wealth
Michigan
$315K +$336K +3,150 New
TF
514
Trek Financial
Arizona
$308K -$103K -968 -24%
PCIA
515
Prime Capital Investment Advisors
Kansas
$308K +$329K +3,083 New
MA
516
MCF Advisors
Kentucky
$303K
OWM
517
Opes Wealth Management
California
$301K -$11.2K -105 -3%
IWA
518
Inspirion Wealth Advisors
Illinois
$301K
PCM
519
Prelude Capital Management
New York
$300K -$342K -3,206 -52%
FHA
520
Flagship Harbor Advisors
Massachusetts
$298K +$6.62K +62 +2%
BC
521
Bayforest Capital
United Kingdom
$294K -$66.2K -620 -17%
QL
522
Quarry LP
New York
$290K +$74.7K +699 +32%
OWA
523
Octavia Wealth Advisors
Ohio
$287K -$160K -1,500 -34%
AV
524
Alamea Verwaltungs
New Jersey
$287K +$79.1K +741 +35%
CPIG
525
Chicago Partners Investment Group
Illinois
$284K +$72.5K +679 +30%

OKTA Hedge Fund Activity: Q2 2025 in Review

748 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Okta (OKTA) for Q2 2025, worth a combined $15.6B — up 1.2% from $15.4B a quarter earlier.

Buyers outnumbered sellers: 150 funds opened new OKTA positions and 126 closed out — a net gain of 24 holders — while 303 added to existing stakes and 220 trimmed.

The largest buyer was BlackRock, adding an estimated $878M. The largest seller was Fidelity Investments, cutting an estimated $502M.

  • 748 institutional investors held Okta (OKTA) as of Q2 2025, up from 732 in Q1 2025.
  • Funds reported $15.6B of Okta stock for Q2 2025, up 1.2% quarter-over-quarter.
  • 150 funds opened new Okta positions in Q2 2025 and 126 closed out, a net change of +24 holders.
  • The largest Okta buyer in Q2 2025 was BlackRock, an estimated $878M added.
  • The largest Okta seller in Q2 2025 was Fidelity Investments, an estimated $502M sold.

Based on aggregated 13F filings for Q2 2025.