742 hedge funds and large institutions have $15.5B invested in Okta in 2025 Q2 according to their latest regulatory filings, with 151 funds opening new positions, 298 increasing their positions, 219 reducing their positions, and 125 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:

more ownership

Funds ownership:

more funds holding

Funds holding:

3% more capital invested

Capital invested by funds: $15.1B → $15.5B (+$403M)

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
742
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$564M
Puts
$804M
Net Calls
Net Calls Change

Top Sellers

1 -$470M
2 -$211M
3 -$152M
4
EC
Eminence Capital
New York
-$150M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$113M
Name Holding Trade Value Shares
Change
Change in
Stake
WSFS
576
Wilmington Savings Fund Society
Delaware
$148K
GWSG
577
GPS Wealth Strategies Group
Colorado
$143K
UB
578
UMB Bank
Missouri
$140K
GM
579
GeoWealth Management
Illinois
$136K
SS
580
Sunbelt Securities
Texas
$133K
BIG
581
Brooklyn Investment Group
New York
$133K
CF
582
Centaurus Financial
California
$132K
LS
583
Livforsakringsbolaget Skandia
Sweden
$130K
HWA
584
HHM Wealth Advisors
Tennessee
$125K
CPBTD
585
Central Pacific Bank - Trust Division
Hawaii
$117K
National Bank of Canada
586
National Bank of Canada
Quebec, Canada
$116K
AAM
587
Advisors Asset Management
Colorado
$97K
SBFM
588
S-Bank Fund Management
Finland
$96.5K
MAS
589
MPWM Advisory Solutions
Georgia
$96K
IWM
590
IMG Wealth Management
Florida
$92.5K
C
591
Covestor
United Kingdom
$92K
BBHC
592
Brown Brothers Harriman & Co
New York
$90K
CA
593
Clearstead Advisors
Ohio
$87.1K
GSWM
594
Golden State Wealth Management
California
$85.8K
SOW
595
State of Wyoming
Wyoming
$83.6K
OIAM
596
OFI Invest Asset Management
France
$83.5K
1IA
597
1620 Investment Advisors
Massachusetts
$76.4K
FFA
598
Frazier Financial Advisors
Ohio
$75.3K
TWD
599
True Wealth Design
Ohio
$71.8K
AF
600
Advisornet Financial
Minnesota
$70.5K