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Okta
OKTA

Overview Fund Activity

724 hedge funds and large institutions have $15.1B invested in Okta in 2025 Q1 according to their latest regulatory filings, with 166 funds opening new positions, 280 increasing their positions, 203 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
724
Holders Change
+65
Holders Change %
+9.86%
% of All Funds
9.83%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.24%
New
166
Increased
280
Reduced
203
Closed
92
Calls
$811M
Puts
$792M
Net Calls
+$19.5M
Net Calls Change
-$95.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$416M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$298M
3
Alkeon Capital Management
Alkeon Capital Management
New York
+$200M
4
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$190M
5
Bank of America
Bank of America
North Carolina
+$189M

Top Sellers

1
Marshall Wace
Marshall Wace
United Kingdom
-$281M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$222M
3
ACH
ArrowMark Colorado Holdings
Colorado
-$153M
4
CIP
Champlain Investment Partners
Vermont
-$136M
5
Millennium Management
Millennium Management
New York
-$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Portfolio Solutions
526
Envestnet Portfolio Solutions
Illinois
$229K +$229K +2,175 New
MWM
527
Mission Wealth Management
California
$228K -$233K -2,217 -51%
IWC
528
Integrated Wealth Concepts
Massachusetts
$225K +$225K +2,142 New
BA
529
Bridgewater Advisors
New York
$224K +$224K +1,991 New
SPIA
530
Steward Partners Investment Advisory
New York
$224K +$30.6K +291 +16%
AV
531
Alamea Verwaltungs
New Jersey
$224K +$224K +2,125 New
YCM
532
Yousif Capital Management
Michigan
$222K +$222K +2,111 New
VFA
533
Valeo Financial Advisors
Indiana
$221K +$221K +2,104 New
TWPM
534
Total Wealth Planning & Management
Florida
$221K +$221K +2,099 New
VWM
535
Venturi Wealth Management
Texas
$221K +$127K +1,204 +135%
AC
536
AWM Capital
Arizona
$220K +$220K +2,090 New
SCA
537
Snowden Capital Advisors
New York
$218K +$218K +2,072 New
FFP
538
FourThought Financial Partners
Florida
$213K +$213K +2,027 New
AIM
539
Avity Investment Management
Connecticut
$213K +$213K +2,025 New
QCM
540
QRG Capital Management
Illinois
$212K +$212K +2,018 New
RB
541
Rodgers Brothers
Pennsylvania
$211K +$211K +2,010 New
BJL
542
Brighton Jones LLC
Washington
$210K -$138K -1,309 -40%
LIM
543
Leavell Investment Management
Alabama
$208K +$208K +1,975 New
CPA
544
Capital Performance Advisors
California
$206K +$206K +1,954 New
ECM
545
Evergreen Capital Management
Washington
$205K +$205K +1,952 New
FMLI
546
Fukoku Mutual Life Insurance
Japan
$203K +$203K +1,930 New
PCP
547
Perbak Capital Partners
United Kingdom
$203K +$203K +1,925 New
SC
548
Syon Capital
California
$202K +$202K +1,919 New
JFGIW
549
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$199K +$118K +1,122 +146%
CF
550
Corebridge Financial
Texas
$199K -$7.26K -69 -4%
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