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
RK
526
Rather & Kittrell
Tennessee
$255K
PAWA
527
Palo Alto Wealth Advisors
California
$252K
NO
528
Ninety One
South Africa
$248K
PGFC
529
Peapack-Gladstone Financial Corp
New Jersey
$248K
ICP
530
Interchange Capital Partners
Pennsylvania
$247K
AI
531
Atom Investors
Texas
$245K
CP
532
Creekside Partners
California
$245K
KWM
533
Kassira Wealth Management
Tennessee
$243K
FLC
534
Fifth Lane Capital
Texas
$242K
VHAM
535
Van Hulzen Asset Management
California
$240K
AMI
536
Amica Mutual Insurance
Rhode Island
$239K
CCC
537
Chesapeake Capital Corp
Florida
$239K
A
538
AlphaQuest
New York
$239K
RWM
539
Revisor Wealth Management
Ohio
$235K
QC
540
Quent Capital
New York
$234K
Fifth Third Bancorp
541
Fifth Third Bancorp
Ohio
$233K
RCG
542
Regatta Capital Group
California
$231K
MTIM
543
Marathon Trading Investment Management
Pennsylvania
$229K
CWA
544
Cura Wealth Advisors
Illinois
$229K
RS
545
Rakuten Securities
Japan
$227K
CAI
546
Capital Advisors Inc
Oklahoma
$225K
HPC
547
HM Payson & Co
Maine
$225K
IWA
548
Inspirion Wealth Advisors
Illinois
$224K
FIA
549
Foundations Investment Advisors
Arizona
$223K
MWM
550
Mindset Wealth Management
Indiana
$220K