740 hedge funds and large institutions have $15.5B invested in Okta in 2025 Q2 according to their latest regulatory filings, with 149 funds opening new positions, 299 increasing their positions, 219 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
740
Holders Change
+16
Holders Change %
+2.21%
% of All Funds
9.92%
Holding in Top 10
11
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-38.89%
% of All Funds
0.15%
New
149
Increased
299
Reduced
219
Closed
123
Calls
$564M
Puts
$804M
Net Calls
-$240M
Net Calls Change
-$260M
Name Holding Trade Value Shares
Change
Shares
Change %
NG
501
Norden Group
Utah
$326K +$11.6K +116 +4%
EC
502
EntryPoint Capital
New York
$323K -$12.4K -124 -4%
BJL
503
Brighton Jones LLC
Washington
$321K +$122K +1,217 +61%
SC
504
Savoie Capital
Illinois
$320K +$320K +3,200 New
MFG
505
Menard Financial Group
Texas
$319K +$23.6K +236 +8%
SW
506
SkyOak Wealth
Michigan
$315K +$315K +3,150 New
TF
507
Trek Financial
Arizona
$308K -$96.8K -968 -24%
PCIA
508
Prime Capital Investment Advisors
Kansas
$308K +$308K +3,083 New
MA
509
MCF Advisors
Kentucky
$303K
OWM
510
Opes Wealth Management
California
$301K -$10.5K -105 -3%
IWA
511
Inspirion Wealth Advisors
Illinois
$301K
PCM
512
Prelude Capital Management
New York
$300K -$321K -3,206 -52%
FHA
513
Flagship Harbor Advisors
Massachusetts
$298K +$6.2K +62 +2%
BC
514
Bayforest Capital
United Kingdom
$294K -$62K -620 -17%
QL
515
Quarry LP
New York
$290K +$69.9K +699 +32%
OWA
516
Octavia Wealth Advisors
Ohio
$287K -$150K -1,500 -34%
AV
517
Alamea Verwaltungs
New Jersey
$287K +$74.1K +741 +35%
CPIG
518
Chicago Partners Investment Group
Illinois
$284K +$64.9K +679 +30%
UM
519
UniSuper Management
Australia
$280K -$30K -300 -10%
EAM
520
Eventide Asset Management
Massachusetts
$280K +$70.3K +713 +34%
VT
521
Vise Technologies
New York
$280K +$280K +2,799 New
MFAM
522
Motley Fool Asset Management
Virginia
$280K -$9K -90 -3%
RK
523
Rather & Kittrell
Tennessee
$273K +$200 +2 +0.1%
CP
524
Creekside Partners
California
$267K +$200 +2 +0.1%
TI
525
TrueMark Investments
Illinois
$261K -$9.9K -99 -4%