720 hedge funds and large institutions have $13.1B invested in Okta in 2025 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 235 increasing their positions, 287 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

3% less funds holding

Funds holding: 745720 (-25)

11% less call options, than puts

Call options by funds: $553M | Put options by funds: $622M

18% less repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 287

Holders
720
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
$553M
Puts
$622M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIP
551
HUB Investment Partners
Texas
$111K
HWA
552
HHM Wealth Advisors
Tennessee
$108K
EWA
553
EverSource Wealth Advisors
Alabama
$104K
C
554
Covestor
United Kingdom
$101K
CI
555
CX Institutional
Indiana
$101K
SAM
556
Smartleaf Asset Management
Massachusetts
$100K
TPCW
557
TD Private Client Wealth
New York
$94.1K
IWM
558
IMG Wealth Management
Florida
$80K
PH
559
Pinnacle Holdings
Oklahoma
$78.9K
SBFM
560
S-Bank Fund Management
Finland
$78.9K
CPBTD
561
Central Pacific Bank - Trust Division
Hawaii
$74.4K
Los Angeles Capital Management
562
Los Angeles Capital Management
California
$71.5K
FFA
563
Frazier Financial Advisors
Ohio
$69.4K
EI
564
EFG International
$61.3K
RS
565
Rakuten Securities
Japan
$59.7K
VSQM
566
V-Square Quantitative Management
Illinois
$55.9K
AAM
567
Alphadyne Asset Management
New York
$55.5K
Kayne Anderson Rudnick Investment Management
568
Kayne Anderson Rudnick Investment Management
California
$55.4K
PP
569
Pingora Partners
Wyoming
$51.9K
BOTPPF
570
Board of the Pension Protection Fund
United Kingdom
$51.9K
LFG
571
Larson Financial Group
Missouri
$48.9K
CAM
572
Costello Asset Management
Pennsylvania
$48K
GWSG
573
GPS Wealth Strategies Group
Colorado
$46.6K
SWM
574
Spire Wealth Management
Virginia
$43.6K
HFM
575
Hartford Financial Management
Connecticut
$43.2K