740 hedge funds and large institutions have $13.7B invested in Okta in 2025 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 284 increasing their positions, 247 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

11% less call options, than puts

Call options by funds: $681M | Put options by funds: $761M

12% less capital invested

Capital invested by funds: $15.5B → $13.7B (-$1.84B)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
740
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
$681M
Puts
$761M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAM
501
Fred Alger Management
New York
$295K
OCBCO
502
Oversea-Chinese Banking Corp (OCBC)
Singapore
$294K
C
503
Certuity
Florida
$294K
DADC
504
D.A. Davidson & Co
Montana
$293K
NG
505
Norden Group
Utah
$292K
PCIA
506
Prime Capital Investment Advisors
Kansas
$291K
RCM
507
Requisite Capital Management
Texas
$291K
CBA
508
Coastal Bridge Advisors
Connecticut
$290K
CFO
509
Callan Family Office
Pennsylvania
$286K
SC
510
Scotia Capital
Ontario, Canada
$283K
OTL
511
Oak Thistle LLC
New York
$282K
FFM
512
Fullerton Fund Management
Singapore
$281K
MA
513
MCF Advisors
Kentucky
$278K
OWM
514
Opes Wealth Management
California
$276K
A
515
Allianz
Germany
$275K
KAM
516
Kazazian Asset Management
Florida
$275K
EAM
517
Erste Asset Management
Austria
$272K
BF
518
BOK Financial
Oklahoma
$266K
UCFA
519
United Capital Financial Advisors
Texas
$264K
MFAM
520
Motley Fool Asset Management
Virginia
$263K
CW
521
CreativeOne Wealth
Kansas
$263K
SFA
522
Sequoia Financial Advisors
Ohio
$261K
FHA
523
Flagship Harbor Advisors
Massachusetts
$259K
UM
524
UniSuper Management
Australia
$257K
BC
525
Bayforest Capital
United Kingdom
$256K