720 hedge funds and large institutions have $13.1B invested in Okta in 2025 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 235 increasing their positions, 287 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

3% less funds holding

Funds holding: 745720 (-25)

11% less call options, than puts

Call options by funds: $553M | Put options by funds: $622M

18% less repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 287

Holders
720
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
$553M
Puts
$622M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWD
601
True Wealth Design
Ohio
$18.1K
BGAI
602
Bruce G. Allen Investments
Colorado
$17.1K
CAL
603
Capital Advisors Ltd
Ohio
$17K
MAM
604
Marquette Asset Management
Minnesota
$16.3K
HFM
605
Harvest Fund Management
China
$16K
CA
606
CoreCap Advisors
Michigan
$15.6K
PTC
607
Private Trust Company
Ohio
$14.9K
APW
608
Aventura Private Wealth
Florida
$14.4K
LWANC
609
Laurel Wealth Advisors (North Carolina)
North Carolina
$13.8K
TFIPS
610
Towarzystwo Funduszy Inwestycyjnych PZU SA
$13.8K
RCM
611
Raleigh Capital Management
North Carolina
$13.3K
TFA
612
Transamerica Financial Advisors
Florida
$13K
FP
613
Financial Perspectives
Minnesota
$12.7K
WWM
614
Wolff Wiese Magana
California
$12.6K
FMII
615
Farmers & Merchants Investments Inc
Nebraska
$12.5K
GCM
616
Glynn Capital Management
California
$12.3K
PWPS
617
Pinnacle Wealth Planning Services
Ohio
$12.2K
CFO
618
CVA Family Office
Colorado
$11.9K
OP
619
ORG Partners
Indiana
$11.9K
FC
620
Financial Consulate
Maryland
$11.8K
AP
621
Aspect Partners
Virginia
$11.5K
PWA
622
Physician Wealth Advisors
Utah
$11.5K
MCM
623
Manchester Capital Management
Vermont
$10.6K
TFGT
624
TS Financial Group (TSFG)
Illinois
$10K
MPWT
625
MassMutual Private Wealth & Trust
Connecticut
$9.34K