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Okta
OKTA

Overview Fund Activity

724 hedge funds and large institutions have $15.1B invested in Okta in 2025 Q1 according to their latest regulatory filings, with 166 funds opening new positions, 280 increasing their positions, 203 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
724
Holders Change
+65
Holders Change %
+9.86%
% of All Funds
9.83%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.24%
New
166
Increased
280
Reduced
203
Closed
92
Calls
$811M
Puts
$792M
Net Calls
+$19.5M
Net Calls Change
-$95.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$416M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$298M
3
Alkeon Capital Management
Alkeon Capital Management
New York
+$200M
4
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$190M
5
Bank of America
Bank of America
North Carolina
+$189M

Top Sellers

1
Marshall Wace
Marshall Wace
United Kingdom
-$281M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$222M
3
ACH
ArrowMark Colorado Holdings
Colorado
-$153M
4
CIP
Champlain Investment Partners
Vermont
-$136M
5
Millennium Management
Millennium Management
New York
-$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
576
Private Trust Company
Ohio
$94.4K +$81.2K +772 +618%
IA
577
IFP Advisors
Florida
$91K +$4.74K +45 +5%
SAM
578
Smartleaf Asset Management
Massachusetts
$89K +$9.94K +92 +13%
National Bank of Canada
579
National Bank of Canada
Quebec, Canada
$87.3K -$31.2M -297,007 -100%
TRCT
580
Tower Research Capital (TRC)
New York
$85.2K -$1.05M -10,023 -93%
Fifth Third Bancorp
581
Fifth Third Bancorp
Ohio
$76.8K +$9.15K +87 +14%
EWA
582
EverSource Wealth Advisors
Alabama
$76.6K +$29.3K +278 +62%
PHK
583
Point72 Hong Kong
Hong Kong
$76.3K +$76.3K +726 New
MAS
584
MPWM Advisory Solutions
Georgia
$74.7K +$72.5K +689 +3,281%
OP
585
ORG Partners
Indiana
$74.4K -$962K -9,189 -93%
LFG
586
Larson Financial Group
Missouri
$74.4K +$72.5K +689 +3,828%
BIG
587
Brooklyn Investment Group
New York
$74K +$3.26K +31 +5%
TWD
588
True Wealth Design
Ohio
$72.9K +$12.2K +116 +20%
CFD
589
Creative Financial Designs
Indiana
$72.6K -$150K -1,421 -67%
FHA
590
First Horizon Advisors
Tennessee
$71.3K +$11.4K +108 +19%
QCG
591
Quadrant Capital Group
Ohio
$68.6K +$2.32K +22 +3%
Kayne Anderson Rudnick Investment Management
592
Kayne Anderson Rudnick Investment Management
California
$67.4K -$1.79K -17 -3%
CA
593
CoreCap Advisors
Michigan
$66.7K +$51.8K +492 +346%
RS
594
Rakuten Securities
Japan
$64.6K -$73.1K -695 -53%
LC
595
Lindbrook Capital
California
$62.6K +$27.7K +263 +79%
TPCW
596
TD Private Client Wealth
New York
$59K +$9.68K +92 +20%
A
597
AlphaQuest
New York
$58.6K -$1.02M -9,694 -95%
AAP
598
Arax Advisory Partners
Colorado
$55.1K +$37.8K +359 +218%
VIS
599
Vega Investment Solutions
France
$54.5K +$54.5K +518 New
SMFG
600
Sumitomo Mitsui Financial Group
Japan
$53.5K -$458K -4,244 -90%
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