745 hedge funds and large institutions have $13.7B invested in Okta in 2025 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 284 increasing their positions, 250 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:

more 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
745
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
EWA
576
EverSource Wealth Advisors
Alabama
$153K
UB
577
UMB Bank
Missouri
$150K
ETC
578
Exchange Traded Concepts
Oklahoma
$150K
HI
579
Horizon Investments
North Carolina
$145K
APW
580
Acima Private Wealth
Virginia
$145K
BBHC
581
Brown Brothers Harriman & Co
New York
$143K
HFS
582
Hantz Financial Services
Michigan
$136K
GI
583
GAMMA Investing
California
$131K
WSFS
584
Wilmington Savings Fund Society
Delaware
$128K
1IA
585
1620 Investment Advisors
Massachusetts
$124K
GWSG
586
GPS Wealth Strategies Group
Colorado
$122K
IA
587
IFP Advisors
Florida
$117K
National Bank of Canada
588
National Bank of Canada
Quebec, Canada
$115K
HWA
589
HHM Wealth Advisors
Tennessee
$115K
C
590
Covestor
United Kingdom
$109K
LFG
591
Larson Financial Group
Missouri
$106K
CPBTD
592
Central Pacific Bank - Trust Division
Hawaii
$103K
CAM
593
Costello Asset Management
Pennsylvania
$101K
AAM
594
Advisors Asset Management
Colorado
$99.5K
TWD
595
True Wealth Design
Ohio
$95.7K
CI
596
CX Institutional
Indiana
$91K
SBFM
597
S-Bank Fund Management
Finland
$87.4K
IWM
598
IMG Wealth Management
Florida
$86.1K
SOW
599
State of Wyoming
Wyoming
$84.6K
JFGIW
600
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$82.7K