740 hedge funds and large institutions have $15.5B invested in Okta in 2025 Q2 according to their latest regulatory filings, with 149 funds opening new positions, 299 increasing their positions, 219 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
740
Holders Change
+16
Holders Change %
+2.21%
% of All Funds
9.92%
Holding in Top 10
11
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-38.89%
% of All Funds
0.15%
New
149
Increased
299
Reduced
219
Closed
123
Calls
$564M
Puts
$804M
Net Calls
-$240M
Net Calls Change
-$260M
Name Holding Trade Value Shares
Change
Shares
Change %
GWSG
576
GPS Wealth Strategies Group
Colorado
$143K -$5.6K -56 -4%
UB
577
UMB Bank
Missouri
$140K +$139K +1,393 +46,433%
GM
578
GeoWealth Management
Illinois
$136K +$37.5K +375 +38%
SS
579
Sunbelt Securities
Texas
$133K +$28.4K +360 +27%
BIG
580
Brooklyn Investment Group
New York
$133K +$63K +631 +90%
CF
581
Centaurus Financial
California
$132K +$132K +1,318 New
LS
582
Livforsakringsbolaget Skandia
Sweden
$130K
HWA
583
HHM Wealth Advisors
Tennessee
$125K
CPBTD
584
Central Pacific Bank - Trust Division
Hawaii
$117K +$23.5K +235 +25%
National Bank of Canada
585
National Bank of Canada
Quebec, Canada
$116K +$33K +330 +40%
AAM
586
Advisors Asset Management
Colorado
$97K -$10.3K -103 -10%
SBFM
587
S-Bank Fund Management
Finland
$96.5K -$29.3K -293 -23%
MAS
588
MPWM Advisory Solutions
Georgia
$96K +$25K +250 +35%
IWM
589
IMG Wealth Management
Florida
$92.5K +$92.5K +925 New
C
590
Covestor
United Kingdom
$92K -$242K -2,430 -72%
BBHC
591
Brown Brothers Harriman & Co
New York
$90K
CA
592
Clearstead Advisors
Ohio
$87.1K +$59.2K +592 +212%
GSWM
593
Golden State Wealth Management
California
$85.8K +$53.5K +535 +166%
SOW
594
State of Wyoming
Wyoming
$83.6K +$83.6K +836 New
OIAM
595
OFI Invest Asset Management
France
$83.5K +$83.5K +980 New
1IA
596
1620 Investment Advisors
Massachusetts
$76.4K +$76.4K +764 New
FFA
597
Frazier Financial Advisors
Ohio
$75.3K +$75.3K +753 New
TWD
598
True Wealth Design
Ohio
$71.8K +$2.5K +25 +4%
AF
599
Advisornet Financial
Minnesota
$70.5K +$61.5K +615 +683%
CAM
600
Costello Asset Management
Pennsylvania
$70K +$70K +700 New