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748 hedge funds and large institutions have $15.6B invested in Okta in 2025 Q2 according to their latest regulatory filings, with 150 funds opening new positions, 303 increasing their positions, 220 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 220

19% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 126

5.03% more ownership

Funds ownership: 88.23%93.25% (+5%)

2% more funds holding

Funds holding: 732748 (+16)

1% more capital invested

Capital invested by funds: $15.4B → $15.6B (+$189M)

30% less call options, than puts

Call options by funds: $564M | Put options by funds: $804M

39% less funds holding in top 10

Funds holding in top 10: 1811 (-7)

Holders
748
Holders Change
+16
Holders Change %
+2.19%
% of All Funds
9.85%
Holding in Top 10
11
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-38.89%
% of All Funds
0.14%
New
150
Increased
303
Reduced
220
Closed
126
Calls
$564M
Puts
$804M
Net Calls
-$240M
Net Calls Change
-$260M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
576
GAMMA Investing
California
$169K +$51.9K +486 +40%
Fifth Third Bancorp
577
Fifth Third Bancorp
Ohio
$168K +$102K +954 +131%
WBC
578
Westpac Banking Corp
Australia
$167K -$7.8K -73 -4%
EWA
579
EverSource Wealth Advisors
Alabama
$162K +$95.4K +893 +123%
APW
580
Acima Private Wealth
Virginia
$158K
IA
581
IFP Advisors
Florida
$156K +$74.4K +697 +81%
WSFS
582
Wilmington Savings Fund Society
Delaware
$148K
GWSG
583
GPS Wealth Strategies Group
Colorado
$143K -$5.98K -56 -4%
UB
584
UMB Bank
Missouri
$140K +$149K +1,393 +46,433%
GM
585
GeoWealth Management
Illinois
$136K +$40K +375 +38%
SS
586
Sunbelt Securities
Texas
$133K +$38.4K +360 +27%
BIG
587
Brooklyn Investment Group
New York
$133K +$67.4K +631 +90%
CF
588
Centaurus Financial
California
$132K +$141K +1,318 New
LS
589
Livforsakringsbolaget Skandia
Sweden
$130K
HWA
590
HHM Wealth Advisors
Tennessee
$125K
CPBTD
591
Central Pacific Bank - Trust Division
Hawaii
$117K +$25.1K +235 +25%
National Bank of Canada
592
National Bank of Canada
Quebec, Canada
$116K +$35.2K +330 +40%
AAM
593
Advisors Asset Management
Colorado
$97K -$11K -103 -10%
SBFM
594
S-Bank Fund Management
Finland
$96.5K -$31.3K -293 -23%
MAS
595
MPWM Advisory Solutions
Georgia
$96K +$26.7K +250 +35%
IWM
596
IMG Wealth Management
Florida
$92.5K +$98.8K +925 New
C
597
Covestor
United Kingdom
$92K -$260K -2,430 -72%
BBHC
598
Brown Brothers Harriman & Co
New York
$90K
CA
599
Clearstead Advisors
Ohio
$87.1K +$63.2K +592 +212%
GSWM
600
Golden State Wealth Management
California
$85.8K +$57.1K +535 +166%

OKTA Hedge Fund Activity: Q2 2025 in Review

748 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Okta (OKTA) for Q2 2025, worth a combined $15.6B — up 1.2% from $15.4B a quarter earlier.

Buyers outnumbered sellers: 150 funds opened new OKTA positions and 126 closed out — a net gain of 24 holders — while 303 added to existing stakes and 220 trimmed.

The largest buyer was BlackRock, adding an estimated $878M. The largest seller was Fidelity Investments, cutting an estimated $502M.

  • 748 institutional investors held Okta (OKTA) as of Q2 2025, up from 732 in Q1 2025.
  • Funds reported $15.6B of Okta stock for Q2 2025, up 1.2% quarter-over-quarter.
  • 150 funds opened new Okta positions in Q2 2025 and 126 closed out, a net change of +24 holders.
  • The largest Okta buyer in Q2 2025 was BlackRock, an estimated $878M added.
  • The largest Okta seller in Q2 2025 was Fidelity Investments, an estimated $502M sold.

Based on aggregated 13F filings for Q2 2025.