745 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, 250 reducing their positions, and 103 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 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
745
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
BC
526
Bayforest Capital
United Kingdom
$256K
RK
527
Rather & Kittrell
Tennessee
$255K
PAWA
528
Palo Alto Wealth Advisors
California
$252K
NO
529
Ninety One
South Africa
$248K
PGFC
530
Peapack-Gladstone Financial Corp
New Jersey
$248K
ICP
531
Interchange Capital Partners
Pennsylvania
$247K
AI
532
Atom Investors
Texas
$245K
CP
533
Creekside Partners
California
$245K
KWM
534
Kassira Wealth Management
Tennessee
$243K
FLC
535
Fifth Lane Capital
Texas
$242K
VHAM
536
Van Hulzen Asset Management
California
$240K
AMI
537
Amica Mutual Insurance
Rhode Island
$239K
CCC
538
Chesapeake Capital Corp
Florida
$239K
A
539
AlphaQuest
New York
$239K
RWM
540
Revisor Wealth Management
Ohio
$235K
QC
541
Quent Capital
New York
$234K
Fifth Third Bancorp
542
Fifth Third Bancorp
Ohio
$233K
RCG
543
Regatta Capital Group
California
$231K
MTIM
544
Marathon Trading Investment Management
Pennsylvania
$229K
CWA
545
Cura Wealth Advisors
Illinois
$229K
RS
546
Rakuten Securities
Japan
$227K
CAI
547
Capital Advisors Inc
Oklahoma
$225K
HPC
548
HM Payson & Co
Maine
$225K
IWA
549
Inspirion Wealth Advisors
Illinois
$224K
FIA
550
Foundations Investment Advisors
Arizona
$223K