732 hedge funds and large institutions have $13.7B invested in Okta in 2025 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 278 increasing their positions, 246 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:

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
732
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
Kayne Anderson Rudnick Investment Management
601
Kayne Anderson Rudnick Investment Management
California
$58.8K
RIL
602
Rothschild Investment LLC
Illinois
$57.8K
PP
603
Pingora Partners
Wyoming
$55K
SIC
604
SJS Investment Consulting
Ohio
$48.5K
TPCW
605
TD Private Client Wealth
New York
$48.5K
AssetMark Inc
606
AssetMark Inc
California
$48.3K
HFM
607
Hartford Financial Management
Connecticut
$45.9K
FCAS
608
First Command Advisory Services
Texas
$45.9K
PPA
609
Pilgrim Partners Asia
Singapore
$45.9K
NS
610
NBC Securities
Alabama
$45.3K
CFFP
611
Center for Financial Planning
Michigan
$41.3K
FC
612
Financial Consulate
Maryland
$40.1K
AA
613
Ancora Advisors
Ohio
$39.6K
WIM
614
Westside Investment Management
California
$38.1K
CFD
615
Creative Financial Designs
Indiana
$36.2K
SWM
616
Spire Wealth Management
Virginia
$35.4K
ACM
617
Aster Capital Management
United Arab Emirates
$33.9K
GCS
618
Gordian Capital (Singapore)
Singapore
$32.3K
GTAM
619
Global Trust Asset Management
Florida
$31.8K
WANY
620
Wealthspire Advisors (New York)
New York
$30.5K
QL
621
Quarry LP
New York
$30.1K
BOJHT
622
Bank of Jackson Hole Trust
Wyoming
$28.9K
RF
623
Rossby Financial
Florida
$27.5K
RFP
624
Root Financial Partners
California
$26.2K
JWA
625
JFS Wealth Advisors
Pennsylvania
$25.4K