725 hedge funds and large institutions have $13.1B invested in Okta in 2025 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 236 increasing their positions, 287 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

9% less call options, than puts

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

3% less funds holding

Funds holding: 744725 (-19)

18% less repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 287

Holders
725
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
UB
551
UMB Bank
Missouri
$113K
IA
552
IFP Advisors
Florida
$112K
HIP
553
HUB Investment Partners
Texas
$111K
HWA
554
HHM Wealth Advisors
Tennessee
$108K
EWA
555
EverSource Wealth Advisors
Alabama
$104K
C
556
Covestor
United Kingdom
$101K
CI
557
CX Institutional
Indiana
$101K
SAM
558
Smartleaf Asset Management
Massachusetts
$100K
TPCW
559
TD Private Client Wealth
New York
$94.1K
IWM
560
IMG Wealth Management
Florida
$80K
PH
561
Pinnacle Holdings
Oklahoma
$78.9K
SBFM
562
S-Bank Fund Management
Finland
$78.9K
CPBTD
563
Central Pacific Bank - Trust Division
Hawaii
$74.4K
Los Angeles Capital Management
564
Los Angeles Capital Management
California
$71.5K
FFA
565
Frazier Financial Advisors
Ohio
$69.4K
EI
566
EFG International
$61.3K
RS
567
Rakuten Securities
Japan
$59.7K
VSQM
568
V-Square Quantitative Management
Illinois
$55.9K
AAM
569
Alphadyne Asset Management
New York
$55.5K
Kayne Anderson Rudnick Investment Management
570
Kayne Anderson Rudnick Investment Management
California
$55.4K
PP
571
Pingora Partners
Wyoming
$51.9K
BOTPPF
572
Board of the Pension Protection Fund
United Kingdom
$51.9K
LFG
573
Larson Financial Group
Missouri
$48.9K
CAM
574
Costello Asset Management
Pennsylvania
$48K
GWSG
575
GPS Wealth Strategies Group
Colorado
$46.6K