745 hedge funds and large institutions have $13.7B invested in Okta in 2025 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 284 increasing their positions, 250 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:

more 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
745
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
MWM
551
Mindset Wealth Management
Indiana
$220K
KWA
552
Kingswood Wealth Advisors
California
$220K
VWM
553
Venturi Wealth Management
Texas
$220K
QCM
554
QRG Capital Management
Illinois
$218K
GI
555
GS Investments
Minnesota
$215K
SW
556
Schulz Wealth
Texas
$209K
AWM
557
Apollon Wealth Management
South Carolina
$209K
SFI
558
Siemens Fonds Invest
Germany
$208K
AF
559
Allworth Financial
California
$206K
CMBA
560
C.M. Bidwell & Associates
Hawaii
$206K
BAM
561
Blueshift Asset Management
New Jersey
$206K
MF
562
Magnetar Financial
Illinois
$206K
OR
563
Olympiad Research
Connecticut
$204K
FC
564
Fairscale Capital
New Hampshire
$203K
VT
565
Vise Technologies
New York
$202K
CC
566
Centiva Capital
New York
$201K
KWM
567
Kingsview Wealth Management
Oregon
$200K
CI Investments Inc
568
CI Investments Inc
Ontario, Canada
$189K
FAM
569
Fulcrum Asset Management
United Kingdom
$185K
VCM
570
Versant Capital Management
Arizona
$183K
WBC
571
Westpac Banking Corp
Australia
$170K
SNB
572
Security National Bank
Nebraska
$167K
SS
573
Sunbelt Securities
Texas
$166K
MCM
574
MAI Capital Management
Ohio
$158K
CF
575
Centaurus Financial
California
$157K