732 hedge funds and large institutions have $13.7B invested in Okta in 2025 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 278 increasing their positions, 246 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:

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
732
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
AWM
551
Apollon Wealth Management
South Carolina
$209K
SFI
552
Siemens Fonds Invest
Germany
$208K
CMBA
553
C.M. Bidwell & Associates
Hawaii
$206K
BAM
554
Blueshift Asset Management
New Jersey
$206K
MF
555
Magnetar Financial
Illinois
$206K
OR
556
Olympiad Research
Connecticut
$204K
FC
557
Fairscale Capital
New Hampshire
$203K
VT
558
Vise Technologies
New York
$202K
CC
559
Centiva Capital
New York
$201K
KWM
560
Kingsview Wealth Management
Oregon
$200K
CI Investments Inc
561
CI Investments Inc
Ontario, Canada
$189K
FAM
562
Fulcrum Asset Management
United Kingdom
$185K
VCM
563
Versant Capital Management
Arizona
$183K
WBC
564
Westpac Banking Corp
Australia
$170K
SNB
565
Security National Bank
Nebraska
$167K
SS
566
Sunbelt Securities
Texas
$166K
MCM
567
MAI Capital Management
Ohio
$158K
CF
568
Centaurus Financial
California
$157K
EWA
569
EverSource Wealth Advisors
Alabama
$153K
UB
570
UMB Bank
Missouri
$150K
ETC
571
Exchange Traded Concepts
Oklahoma
$150K
HI
572
Horizon Investments
North Carolina
$145K
APW
573
Acima Private Wealth
Virginia
$145K
BBHC
574
Brown Brothers Harriman & Co
New York
$143K
HFS
575
Hantz Financial Services
Michigan
$136K