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736 hedge funds and large institutions have $13.2B invested in Okta in 2025 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 239 increasing their positions, 290 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

9% less call options, than puts

Call options by funds: $576M | Put options by funds: $631M

2% less funds holding

Funds holding: 749736 (-13)

18% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 290

Holders
736
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
$576M
Puts
$631M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PE
501
PCM Encore
Colorado
$245K
CI Investments Inc
502
CI Investments Inc
Ontario, Canada
$245K
CC
503
Centiva Capital
New York
$244K
MWM
504
Mindset Wealth Management
Indiana
$244K
UM
505
UniSuper Management
Australia
$242K
RK
506
Rather & Kittrell
Tennessee
$241K
PAM
507
Panagora Asset Management
Massachusetts
$239K
CW
508
CreativeOne Wealth
Kansas
$238K
SC
509
Syon Capital
California
$236K
AFG
510
Atomi Financial Group
New York
$235K
OWA
511
Octavia Wealth Advisors
Ohio
$235K
GRP
512
Global Retirement Partners
California
$234K
CP
513
Creekside Partners
California
$231K
NS
514
Northland Securities
Minnesota
$231K
KWM
515
Kassira Wealth Management
Tennessee
$230K
HWM
516
HB Wealth Management
Georgia
$228K
National Bank of Canada
517
National Bank of Canada
Quebec, Canada
$227K
TG
518
TCW Group
California
$225K
AMI
519
Amica Mutual Insurance
Rhode Island
$225K
FC
520
Fairscale Capital
New Hampshire
$220K
AT
521
American Trust
Kentucky
$220K
MOS
522
MGO One Seven
Ohio
$219K
CIA
523
Concurrent Investment Advisors
Florida
$219K
AAP
524
Arax Advisory Partners
Colorado
$218K
CWA
525
Cura Wealth Advisors
Illinois
$216K