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Okta
OKTA

Overview Fund Activity

724 hedge funds and large institutions have $15.1B invested in Okta in 2025 Q1 according to their latest regulatory filings, with 166 funds opening new positions, 280 increasing their positions, 203 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
724
Holders Change
+65
Holders Change %
+9.86%
% of All Funds
9.83%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.24%
New
166
Increased
280
Reduced
203
Closed
92
Calls
$811M
Puts
$792M
Net Calls
+$19.5M
Net Calls Change
-$95.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$416M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$298M
3
Alkeon Capital Management
Alkeon Capital Management
New York
+$200M
4
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$190M
5
Bank of America
Bank of America
North Carolina
+$189M

Top Sellers

1
Marshall Wace
Marshall Wace
United Kingdom
-$281M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$222M
3
ACH
ArrowMark Colorado Holdings
Colorado
-$153M
4
CIP
Champlain Investment Partners
Vermont
-$136M
5
Millennium Management
Millennium Management
New York
-$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFI
551
Siemens Fonds Invest
Germany
$196K +$196K +1,865 New
CI Investments Inc
552
CI Investments Inc
Ontario, Canada
$185K -$151K -1,437 -45%
WBC
553
Westpac Banking Corp
Australia
$184K -$849K -8,070 -82%
AF
554
Allworth Financial
California
$173K +$9.34K +92 +6%
APW
555
Acima Private Wealth
Virginia
$166K – – –
GWSG
556
GPS Wealth Strategies Group
Colorado
$156K +$10.5K +100 +7%
WSFS
557
Wilmington Savings Fund Society
Delaware
$156K +$3.16K +30 +2%
SS
558
Sunbelt Securities
Texas
$140K -$37.9K -360 -21%
WSC
559
Wellington Shields & Co
New York
$137K +$137K +1,300 New
LFM
560
LGT Fund Management
Liechtenstein
$137K +$137K +1,300 New
LS
561
Livforsakringsbolaget Skandia
Sweden
$137K – – –
PS
562
Principal Securities
Iowa
$133K – – –
SBFM
563
S-Bank Fund Management
Finland
$132K +$132K +1,258 New
HWA
564
HHM Wealth Advisors
Tennessee
$132K -$105 -1 -0.1%
GI
565
GAMMA Investing
California
$126K +$90.8K +863 +255%
MCM
566
MAI Capital Management
Ohio
$126K -$4K -38 -3%
CCM
567
Coldstream Capital Management
Washington
$125K +$125K +1,191 New
RCM
568
Raleigh Capital Management
North Carolina
$121K +$119K +1,129 +4,516%
AAM
569
Advisors Asset Management
Colorado
$113K +$12.6K +120 +13%
WSCM
570
Wellington Shields Capital Management
New York
$105K +$105K +1,000 New
GM
571
GeoWealth Management
Illinois
$103K -$3.05K -29 -3%
SVCP
572
Silicon Valley Capital Partners
California
$102K – – –
CPBTD
573
Central Pacific Bank - Trust Division
Hawaii
$98.4K +$98.4K +935 New
NS
574
NBC Securities
Alabama
$95K +$95K +905 New
BBHC
575
Brown Brothers Harriman & Co
New York
$94.7K +$37K +352 +64%
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