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 %
CW
526
CreativeOne Wealth
Kansas
$260K -$228K -2,282 -47%
MTIM
527
Marathon Trading Investment Management
Pennsylvania
$260K +$260K +2,600 New
QC
528
Quent Capital
New York
$259K +$19K +190 +8%
AIM
529
Aspen Investment Management
Michigan
$257K +$257K +2,574 New
AWS
530
Atria Wealth Solutions
New York
$255K -$27.6K -277 -10%
FAM
531
Fred Alger Management
New York
$248K +$25.8K +258 +12%
CAI
532
Capital Advisors Inc
Oklahoma
$246K -$1.3K -13 -0.5%
RS
533
R Squared
Hong Kong
$246K +$246K +2,460 New
SCP
534
Sivia Capital Partners
California
$244K +$244K +2,443 New
LCM
535
Landscape Capital Management
New Jersey
$243K +$243K +2,432 New
CMBA
536
C.M. Bidwell & Associates
Hawaii
$241K -$11.3K -113 -4%
PS
537
Principal Securities
Iowa
$241K +$72K +720 +43%
SCP
538
Silverleafe Capital Partners
Tennessee
$240K +$240K +2,400 New
OR
539
Olympiad Research
Connecticut
$236K -$16.1K -161 -6%
MA
540
Mutual Advisors
Nebraska
$235K +$235K +2,328 New
AWM
541
Apollon Wealth Management
South Carolina
$234K +$234K +2,339 New
PWA
542
Prairie Wealth Advisors
Nebraska
$233K +$233K +2,335 New
A
543
AlphaQuest
New York
$231K +$175K +1,750 +314%
SW
544
Schulz Wealth
Texas
$228K
BAM
545
Blueshift Asset Management
New Jersey
$228K +$228K +2,282 New
SFI
546
Siemens Fonds Invest
Germany
$227K +$40.6K +406 +22%
Los Angeles Capital Management
547
Los Angeles Capital Management
California
$226K -$5.9M -59,022 -96%
PM
548
Parametrica Management
Hong Kong
$225K +$225K +2,246 New
SPIA
549
Steward Partners Investment Advisory
New York
$224K +$11.3K +113 +5%
QIM
550
Quantitative Investment Management
Virginia
$223K +$223K +2,237 New