740 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, 247 reducing their positions, and 104 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:

less 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
740
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
UB
576
UMB Bank
Missouri
$150K
ETC
577
Exchange Traded Concepts
Oklahoma
$150K
HI
578
Horizon Investments
North Carolina
$145K
APW
579
Acima Private Wealth
Virginia
$145K
BBHC
580
Brown Brothers Harriman & Co
New York
$143K
HFS
581
Hantz Financial Services
Michigan
$136K
GI
582
GAMMA Investing
California
$131K
WSFS
583
Wilmington Savings Fund Society
Delaware
$128K
1IA
584
1620 Investment Advisors
Massachusetts
$124K
GWSG
585
GPS Wealth Strategies Group
Colorado
$122K
IA
586
IFP Advisors
Florida
$117K
National Bank of Canada
587
National Bank of Canada
Quebec, Canada
$115K
HWA
588
HHM Wealth Advisors
Tennessee
$115K
C
589
Covestor
United Kingdom
$109K
LFG
590
Larson Financial Group
Missouri
$106K
CPBTD
591
Central Pacific Bank - Trust Division
Hawaii
$103K
CAM
592
Costello Asset Management
Pennsylvania
$101K
AAM
593
Advisors Asset Management
Colorado
$99.5K
TWD
594
True Wealth Design
Ohio
$95.7K
CI
595
CX Institutional
Indiana
$91K
SBFM
596
S-Bank Fund Management
Finland
$87.4K
IWM
597
IMG Wealth Management
Florida
$86.1K
SOW
598
State of Wyoming
Wyoming
$84.6K
JFGIW
599
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$82.7K
PTC
600
Private Trust Company
Ohio
$75.6K