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736 hedge funds and large institutions have $13.2B invested in Okta in 2025 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 239 increasing their positions, 290 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

9% less call options, than puts

Call options by funds: $576M | Put options by funds: $631M

2% less funds holding

Funds holding: 749736 (-13)

18% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 290

Holders
736
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
$576M
Puts
$631M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
576
Alphadyne Asset Management
New York
$55.5K
Kayne Anderson Rudnick Investment Management
577
Kayne Anderson Rudnick Investment Management
California
$55.4K
PP
578
Pingora Partners
Wyoming
$51.9K
BOTPPF
579
Board of the Pension Protection Fund
United Kingdom
$51.9K
LFG
580
Larson Financial Group
Missouri
$48.9K
CAM
581
Costello Asset Management
Pennsylvania
$48K
GWSG
582
GPS Wealth Strategies Group
Colorado
$46.6K
SWM
583
Spire Wealth Management
Virginia
$43.6K
FCAS
584
First Command Advisory Services
Texas
$43.2K
HFM
585
Hartford Financial Management
Connecticut
$43.2K
BWA
586
Basecamp Wealth Advisors
Washington
$40.8K
AA
587
Ancora Advisors
Ohio
$39.9K
CFFP
588
Center for Financial Planning
Michigan
$38.9K
BBHC
589
Brown Brothers Harriman & Co
New York
$38.1K
WIM
590
Westside Investment Management
California
$34.7K
AssetMark Inc
591
AssetMark Inc
California
$34.3K
NS
592
NBC Securities
Alabama
$34.1K
CFB
593
Cullen/Frost Bankers
Texas
$33K
TM
594
Torren Management
California
$31.7K
GCS
595
Gordian Capital (Singapore)
Singapore
$30.4K
GTAM
596
Global Trust Asset Management
Florida
$30K
EP
597
Essential Partners
California
$29.8K
BOJHT
598
Bank of Jackson Hole Trust
Wyoming
$27.2K
JWA
599
JFS Wealth Advisors
Pennsylvania
$26.7K
RFG
600
REAP Financial Group
Texas
$26.7K