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736 hedge funds and large institutions have $13.2B invested in Okta in 2025 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 239 increasing their positions, 290 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

9% less call options, than puts

Call options by funds: $576M | Put options by funds: $631M

2% less funds holding

Funds holding: 749736 (-13)

18% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 290

Holders
736
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
$576M
Puts
$631M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BC
551
Bayforest Capital
United Kingdom
$128K
IAIM
552
International Assets Investment Management
Florida
$126K
GI
553
GAMMA Investing
California
$122K
1IA
554
1620 Investment Advisors
Massachusetts
$119K
MA
555
Modus Advisors
Minnesota
$119K
QCG
556
Quadrant Capital Group
Ohio
$115K
VCM
557
Versant Capital Management
Arizona
$113K
UB
558
UMB Bank
Missouri
$113K
IA
559
IFP Advisors
Florida
$112K
HIP
560
HUB Investment Partners
Texas
$111K
HWA
561
HHM Wealth Advisors
Tennessee
$108K
EWA
562
EverSource Wealth Advisors
Alabama
$104K
C
563
Covestor
United Kingdom
$101K
CI
564
CX Institutional
Indiana
$101K
SAM
565
Smartleaf Asset Management
Massachusetts
$100K
TPCW
566
TD Private Client Wealth
New York
$94.1K
IWM
567
IMG Wealth Management
Florida
$80K
PH
568
Pinnacle Holdings
Oklahoma
$78.9K
SBFM
569
S-Bank Fund Management
Finland
$78.9K
CPBTD
570
Central Pacific Bank - Trust Division
Hawaii
$74.4K
Los Angeles Capital Management
571
Los Angeles Capital Management
California
$71.5K
FFA
572
Frazier Financial Advisors
Ohio
$69.4K
EI
573
EFG International
$61.3K
RS
574
Rakuten Securities
Japan
$59.7K
VSQM
575
V-Square Quantitative Management
Illinois
$55.9K