740 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, 247 reducing their positions, and 104 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:

less 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
740
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
KWA
551
Kingswood Wealth Advisors
California
$220K
VWM
552
Venturi Wealth Management
Texas
$220K
QCM
553
QRG Capital Management
Illinois
$218K
GI
554
GS Investments
Minnesota
$215K
SW
555
Schulz Wealth
Texas
$209K
AWM
556
Apollon Wealth Management
South Carolina
$209K
SFI
557
Siemens Fonds Invest
Germany
$208K
AF
558
Allworth Financial
California
$206K
CMBA
559
C.M. Bidwell & Associates
Hawaii
$206K
BAM
560
Blueshift Asset Management
New Jersey
$206K
MF
561
Magnetar Financial
Illinois
$206K
OR
562
Olympiad Research
Connecticut
$204K
FC
563
Fairscale Capital
New Hampshire
$203K
VT
564
Vise Technologies
New York
$202K
CC
565
Centiva Capital
New York
$201K
KWM
566
Kingsview Wealth Management
Oregon
$200K
CI Investments Inc
567
CI Investments Inc
Ontario, Canada
$189K
FAM
568
Fulcrum Asset Management
United Kingdom
$185K
VCM
569
Versant Capital Management
Arizona
$183K
WBC
570
Westpac Banking Corp
Australia
$170K
SNB
571
Security National Bank
Nebraska
$167K
SS
572
Sunbelt Securities
Texas
$166K
MCM
573
MAI Capital Management
Ohio
$158K
CF
574
Centaurus Financial
California
$157K
EWA
575
EverSource Wealth Advisors
Alabama
$153K