742 hedge funds and large institutions have $15.5B invested in Okta in 2025 Q2 according to their latest regulatory filings, with 151 funds opening new positions, 298 increasing their positions, 219 reducing their positions, and 125 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:

more ownership

Funds ownership:

more funds holding

Funds holding:

3% more capital invested

Capital invested by funds: $15.1B → $15.5B (+$403M)

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
742
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$564M
Puts
$804M
Net Calls
Net Calls Change

Top Sellers

1 -$470M
2 -$211M
3 -$152M
4
EC
Eminence Capital
New York
-$150M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$113M
Name Holding Trade Value Shares
Change
Change in
Stake
QIM
551
Quantitative Investment Management
Virginia
$223K
FC
552
Fairscale Capital
New Hampshire
$217K
GT
553
Greenleaf Trust
Michigan
$216K
AF
554
Allworth Financial
California
$212K
C
555
Certuity
Florida
$211K
BCA
556
Bay Colony Advisors
Massachusetts
$210K
FIM
557
Freedom Investment Management
Connecticut
$210K
AC
558
AWM Capital
Arizona
$209K
UFF
559
USA Financial Formulas
Michigan
$207K
KWA
560
Kingswood Wealth Advisors
California
$207K
AC
561
Avestar Capital
New York
$207K
SC
562
Syon Capital
California
$203K
ECM
563
Evergreen Capital Management
Washington
$202K
RB
564
Rodgers Brothers
Pennsylvania
$201K
MCM
565
MAI Capital Management
Ohio
$195K
RS
566
Rakuten Securities
Japan
$181K
CI Investments Inc
567
CI Investments Inc
Ontario, Canada
$179K
GIM
568
Generali Investments Management
Slovenia
$179K
GI
569
GAMMA Investing
California
$169K
Fifth Third Bancorp
570
Fifth Third Bancorp
Ohio
$168K
WBC
571
Westpac Banking Corp
Australia
$167K
EWA
572
EverSource Wealth Advisors
Alabama
$162K
LWANC
573
Laurel Wealth Advisors (North Carolina)
North Carolina
$160K
APW
574
Acima Private Wealth
Virginia
$158K
IA
575
IFP Advisors
Florida
$156K