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748 hedge funds and large institutions have $15.6B invested in Okta in 2025 Q2 according to their latest regulatory filings, with 150 funds opening new positions, 303 increasing their positions, 220 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 220

19% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 126

5.03% more ownership

Funds ownership: 88.23%93.25% (+5%)

2% more funds holding

Funds holding: 732748 (+16)

1% more capital invested

Capital invested by funds: $15.4B → $15.6B (+$189M)

30% less call options, than puts

Call options by funds: $564M | Put options by funds: $804M

39% less funds holding in top 10

Funds holding in top 10: 1811 (-7)

Holders
748
Holders Change
+16
Holders Change %
+2.19%
% of All Funds
9.85%
Holding in Top 10
11
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-38.89%
% of All Funds
0.14%
New
150
Increased
303
Reduced
220
Closed
126
Calls
$564M
Puts
$804M
Net Calls
-$240M
Net Calls Change
-$260M
Name Holding Trade Value Shares
Change
Change in
Stake
A
551
AlphaQuest
New York
$231K +$187K +1,750 +314%
SW
552
Schulz Wealth
Texas
$228K
BAM
553
Blueshift Asset Management
New Jersey
$228K +$244K +2,282 New
SFI
554
Siemens Fonds Invest
Germany
$227K +$43.4K +406 +22%
Los Angeles Capital Management
555
Los Angeles Capital Management
California
$226K -$6.3M -59,022 -96%
PM
556
Parametrica Management
Hong Kong
$225K +$240K +2,246 New
SPIA
557
Steward Partners Investment Advisory
New York
$224K +$12.1K +113 +5%
QIM
558
Quantitative Investment Management
Virginia
$223K +$239K +2,237 New
FC
559
Fairscale Capital
New Hampshire
$217K
GT
560
Greenleaf Trust
Michigan
$216K -$7.8K -73 -3%
AF
561
Allworth Financial
California
$212K +$43.6K +408 +24%
C
562
Certuity
Florida
$211K -$32.1K -301 -12%
BCA
563
Bay Colony Advisors
Massachusetts
$210K +$224K +2,100 New
FIM
564
Freedom Investment Management
Connecticut
$210K -$42.1K -394 -16%
AC
565
AWM Capital
Arizona
$209K +$107 +1 +0%
UFF
566
USA Financial Formulas
Michigan
$207K +$221K +2,072 New
KWA
567
Kingswood Wealth Advisors
California
$207K -$34.5K -323 -13%
AC
568
Avestar Capital
New York
$207K -$21.1K -198 -9%
SC
569
Syon Capital
California
$203K +$12.2K +114 +6%
ECM
570
Evergreen Capital Management
Washington
$202K +$6.94K +65 +3%
RB
571
Rodgers Brothers
Pennsylvania
$201K
MCM
572
MAI Capital Management
Ohio
$195K +$81.1K +759 +64%
RS
573
Rakuten Securities
Japan
$181K +$128K +1,194 +194%
CI Investments Inc
574
CI Investments Inc
Ontario, Canada
$179K +$3.63K +34 +2%
GIM
575
Generali Investments Management
Slovenia
$179K +$191K +1,788 New

OKTA Hedge Fund Activity: Q2 2025 in Review

748 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Okta (OKTA) for Q2 2025, worth a combined $15.6B — up 1.2% from $15.4B a quarter earlier.

Buyers outnumbered sellers: 150 funds opened new OKTA positions and 126 closed out — a net gain of 24 holders — while 303 added to existing stakes and 220 trimmed.

The largest buyer was BlackRock, adding an estimated $878M. The largest seller was Fidelity Investments, cutting an estimated $502M.

  • 748 institutional investors held Okta (OKTA) as of Q2 2025, up from 732 in Q1 2025.
  • Funds reported $15.6B of Okta stock for Q2 2025, up 1.2% quarter-over-quarter.
  • 150 funds opened new Okta positions in Q2 2025 and 126 closed out, a net change of +24 holders.
  • The largest Okta buyer in Q2 2025 was BlackRock, an estimated $878M added.
  • The largest Okta seller in Q2 2025 was Fidelity Investments, an estimated $502M sold.

Based on aggregated 13F filings for Q2 2025.