742 hedge funds and large institutions have $15.5B invested in Okta in 2025 Q2 according to their latest regulatory filings, with 151 funds opening new positions, 298 increasing their positions, 219 reducing their positions, and 125 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:

more ownership

Funds ownership:

more funds holding

Funds holding:

3% more capital invested

Capital invested by funds: $15.1B → $15.5B (+$403M)

30% less call options, than puts

Call options by funds: $564M | Put options by funds: $804M

39% less funds holding in top 10

Funds holding in top 10: 1811 (-7)

Holders
742
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$564M
Puts
$804M
Net Calls
Net Calls Change

Top Sellers

1 -$470M
2 -$211M
3 -$152M
4
EC
Eminence Capital
New York
-$150M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$113M
Name Holding Trade Value Shares
Change
Change in
Stake
CW
526
CreativeOne Wealth
Kansas
$260K
MTIM
527
Marathon Trading Investment Management
Pennsylvania
$260K
QC
528
Quent Capital
New York
$259K
AIM
529
Aspen Investment Management
Michigan
$257K
AWS
530
Atria Wealth Solutions
New York
$255K
FAM
531
Fred Alger Management
New York
$248K
CAI
532
Capital Advisors Inc
Oklahoma
$246K
RS
533
R Squared
Hong Kong
$246K
HPC
534
HM Payson & Co
Maine
$245K
SCP
535
Sivia Capital Partners
California
$244K
LCM
536
Landscape Capital Management
New Jersey
$243K
CMBA
537
C.M. Bidwell & Associates
Hawaii
$241K
PS
538
Principal Securities
Iowa
$241K
SCP
539
Silverleafe Capital Partners
Tennessee
$240K
OR
540
Olympiad Research
Connecticut
$236K
MA
541
Mutual Advisors
Nebraska
$235K
AWM
542
Apollon Wealth Management
South Carolina
$234K
PWA
543
Prairie Wealth Advisors
Nebraska
$233K
A
544
AlphaQuest
New York
$231K
SW
545
Schulz Wealth
Texas
$228K
BAM
546
Blueshift Asset Management
New Jersey
$228K
SFI
547
Siemens Fonds Invest
Germany
$227K
Los Angeles Capital Management
548
Los Angeles Capital Management
California
$226K
PM
549
Parametrica Management
Hong Kong
$225K
SPIA
550
Steward Partners Investment Advisory
New York
$224K