732 hedge funds and large institutions have $13.7B invested in Okta in 2025 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 278 increasing their positions, 246 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:

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
732
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
GI
576
GAMMA Investing
California
$131K
WSFS
577
Wilmington Savings Fund Society
Delaware
$128K
1IA
578
1620 Investment Advisors
Massachusetts
$124K
GWSG
579
GPS Wealth Strategies Group
Colorado
$122K
National Bank of Canada
580
National Bank of Canada
Quebec, Canada
$115K
HWA
581
HHM Wealth Advisors
Tennessee
$115K
C
582
Covestor
United Kingdom
$109K
LFG
583
Larson Financial Group
Missouri
$106K
CPBTD
584
Central Pacific Bank - Trust Division
Hawaii
$103K
CAM
585
Costello Asset Management
Pennsylvania
$101K
AAM
586
Advisors Asset Management
Colorado
$99.5K
TWD
587
True Wealth Design
Ohio
$95.7K
CI
588
CX Institutional
Indiana
$91K
SBFM
589
S-Bank Fund Management
Finland
$87.4K
IWM
590
IMG Wealth Management
Florida
$86.1K
SOW
591
State of Wyoming
Wyoming
$84.6K
JFGIW
592
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$82.7K
PTC
593
Private Trust Company
Ohio
$75.6K
FFA
594
Frazier Financial Advisors
Ohio
$73.6K
SMFG
595
Sumitomo Mitsui Financial Group
Japan
$72.6K
SAM
596
Smartleaf Asset Management
Massachusetts
$71.1K
CIBC Private Wealth Group
597
CIBC Private Wealth Group
Georgia
$66.7K
CA
598
CoreCap Advisors
Michigan
$64.5K
GSWM
599
Golden State Wealth Management
California
$63.5K
AFWM
600
Abich Financial Wealth Management
Virginia
$62K