740 hedge funds and large institutions have $15.5B invested in Okta in 2025 Q2 according to their latest regulatory filings, with 149 funds opening new positions, 299 increasing their positions, 219 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
740
Holders Change
+16
Holders Change %
+2.21%
% of All Funds
9.92%
Holding in Top 10
11
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-38.89%
% of All Funds
0.15%
New
149
Increased
299
Reduced
219
Closed
123
Calls
$564M
Puts
$804M
Net Calls
-$240M
Net Calls Change
-$260M
Name Holding Trade Value Shares
Change
Shares
Change %
FC
551
Fairscale Capital
New Hampshire
$217K
GT
552
Greenleaf Trust
Michigan
$216K -$7.3K -73 -3%
AF
553
Allworth Financial
California
$212K +$40.8K +408 +24%
C
554
Certuity
Florida
$211K -$30.1K -301 -12%
BCA
555
Bay Colony Advisors
Massachusetts
$210K +$210K +2,100 New
FIM
556
Freedom Investment Management
Connecticut
$210K -$39.4K -394 -16%
AC
557
AWM Capital
Arizona
$209K +$100 +1 +0%
UFF
558
USA Financial Formulas
Michigan
$207K +$207K +2,072 New
KWA
559
Kingswood Wealth Advisors
California
$207K -$32.3K -323 -13%
AC
560
Avestar Capital
New York
$207K -$19.8K -198 -9%
SC
561
Syon Capital
California
$203K +$11.4K +114 +6%
ECM
562
Evergreen Capital Management
Washington
$202K +$6.5K +65 +3%
RB
563
Rodgers Brothers
Pennsylvania
$201K
MCM
564
MAI Capital Management
Ohio
$195K +$75.9K +759 +64%
RS
565
Rakuten Securities
Japan
$181K +$119K +1,194 +194%
CI Investments Inc
566
CI Investments Inc
Ontario, Canada
$179K +$3.39K +34 +2%
GIM
567
Generali Investments Management
Slovenia
$179K +$179K +1,788 New
GI
568
GAMMA Investing
California
$169K +$48.6K +486 +40%
Fifth Third Bancorp
569
Fifth Third Bancorp
Ohio
$168K +$95.4K +954 +131%
WBC
570
Westpac Banking Corp
Australia
$167K -$7.3K -73 -4%
EWA
571
EverSource Wealth Advisors
Alabama
$162K +$89.3K +893 +123%
LWANC
572
Laurel Wealth Advisors (North Carolina)
North Carolina
$160K +$160K +15,996 New
APW
573
Acima Private Wealth
Virginia
$158K
IA
574
IFP Advisors
Florida
$156K +$69.7K +697 +81%
WSFS
575
Wilmington Savings Fund Society
Delaware
$148K