725 hedge funds and large institutions have $13.1B invested in Okta in 2025 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 236 increasing their positions, 287 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

9% less call options, than puts

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

3% less funds holding

Funds holding: 744725 (-19)

18% less repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 287

Holders
725
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
SWM
576
Spire Wealth Management
Virginia
$43.6K
HFM
577
Hartford Financial Management
Connecticut
$43.2K
FCAS
578
First Command Advisory Services
Texas
$43.2K
AA
579
Ancora Advisors
Ohio
$39.9K
CFFP
580
Center for Financial Planning
Michigan
$38.9K
BBHC
581
Brown Brothers Harriman & Co
New York
$38.1K
WIM
582
Westside Investment Management
California
$34.7K
AssetMark Inc
583
AssetMark Inc
California
$34.3K
NS
584
NBC Securities
Alabama
$34.1K
CFB
585
Cullen/Frost Bankers
Texas
$33K
TM
586
Torren Management
California
$31.7K
GCS
587
Gordian Capital (Singapore)
Singapore
$30.4K
GTAM
588
Global Trust Asset Management
Florida
$30K
BOJHT
589
Bank of Jackson Hole Trust
Wyoming
$27.2K
JWA
590
JFS Wealth Advisors
Pennsylvania
$26.7K
RFG
591
REAP Financial Group
Texas
$26.7K
SWM
592
SHP Wealth Management
Massachusetts
$26.7K
RF
593
Rossby Financial
Florida
$26.3K
EWP
594
Elevation Wealth Partners
California
$25.6K
RFP
595
Root Financial Partners
California
$25.6K
CFD
596
Creative Financial Designs
Indiana
$25.5K
WTA
597
Washington Trust Advisors
Massachusetts
$24K
PAMS
598
Pinpoint Asset Management (Singapore)
$24K
VIS
599
Vega Investment Solutions
France
$23.2K
RIL
600
Rothschild Investment LLC
Illinois
$22.6K