725 hedge funds and large institutions have $13.1B invested in Okta in 2025 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 236 increasing their positions, 287 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

9% less call options, than puts

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

3% less funds holding

Funds holding: 744725 (-19)

18% less repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 287

Holders
725
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
CW
501
CreativeOne Wealth
Kansas
$238K
SC
502
Syon Capital
California
$236K
AFG
503
Atomi Financial Group
New York
$235K
OWA
504
Octavia Wealth Advisors
Ohio
$235K
GRP
505
Global Retirement Partners
California
$234K
CP
506
Creekside Partners
California
$231K
NS
507
Northland Securities
Minnesota
$231K
KWM
508
Kassira Wealth Management
Tennessee
$230K
HWM
509
HB Wealth Management
Georgia
$228K
National Bank of Canada
510
National Bank of Canada
Quebec, Canada
$227K
TG
511
TCW Group
California
$225K
AMI
512
Amica Mutual Insurance
Rhode Island
$225K
FC
513
Fairscale Capital
New Hampshire
$220K
AT
514
American Trust
Kentucky
$220K
MOS
515
MGO One Seven
Ohio
$219K
CIA
516
Concurrent Investment Advisors
Florida
$219K
AAP
517
Arax Advisory Partners
Colorado
$218K
MTIM
518
Marathon Trading Investment Management
Pennsylvania
$216K
CWA
519
Cura Wealth Advisors
Illinois
$216K
PGFC
520
Peapack-Gladstone Financial Corp
New Jersey
$216K
KWM
521
Kingsview Wealth Management
Oregon
$212K
HPC
522
HM Payson & Co
Maine
$212K
C
523
Certuity
Florida
$210K
BF
524
BOK Financial
Oklahoma
$207K
AWM
525
Apollon Wealth Management
South Carolina
$205K