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Okta
OKTA

Overview Fund Activity

724 hedge funds and large institutions have $15.1B invested in Okta in 2025 Q1 according to their latest regulatory filings, with 166 funds opening new positions, 280 increasing their positions, 203 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
724
Holders Change
+65
Holders Change %
+9.86%
% of All Funds
9.83%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.24%
New
166
Increased
280
Reduced
203
Closed
92
Calls
$811M
Puts
$792M
Net Calls
+$19.5M
Net Calls Change
-$95.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$416M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$298M
3
Alkeon Capital Management
Alkeon Capital Management
New York
+$200M
4
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$190M
5
Bank of America
Bank of America
North Carolina
+$189M

Top Sellers

1
Marshall Wace
Marshall Wace
United Kingdom
-$281M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$222M
3
ACH
ArrowMark Colorado Holdings
Colorado
-$153M
4
CIP
Champlain Investment Partners
Vermont
-$136M
5
Millennium Management
Millennium Management
New York
-$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFM
601
Hartford Financial Management
Connecticut
$52.6K – – –
FCAS
602
First Command Advisory Services
Texas
$52.6K – – –
CI
603
CX Institutional
Indiana
$52K +$52K +497 New
GTAM
604
Global Trust Asset Management
Florida
$51.5K – – –
PPA
605
Pilgrim Partners Asia
Singapore
$48.4K -$54.7K -520 -53%
CFFP
606
Center for Financial Planning
Michigan
$47.3K +$47.3K +450 New
AA
607
Ancora Advisors
Ohio
$45.6K -$105 -1 -0.2%
MCM
608
Manchester Capital Management
Vermont
$45K +$210 +2 +0.5%
CIBC Private Wealth Group
609
CIBC Private Wealth Group
Georgia
$42.3K -$5.66M -61,946 -99%
GCS
610
Gordian Capital (Singapore)
Singapore
$37K – – –
FFWM
611
Future Financial Wealth Management
Ohio
$36.8K – – –
HCP
612
Hexagon Capital Partners
Arkansas
$34.5K +$6.1K +58 +21%
GSWM
613
Golden State Wealth Management
California
$34K +$2.32K +22 +7%
SWM
614
Spire Wealth Management
Virginia
$32.6K -$219K -2,080 -87%
RF
615
Rossby Financial
Florida
$31K +$31K +300 New
JWA
616
JFS Wealth Advisors
Pennsylvania
$29.6K +$421 +4 +1%
CA
617
Clearstead Advisors
Ohio
$29.4K +$23.3K +221 +381%
BOJHT
618
Bank of Jackson Hole Trust
Wyoming
$28.5K – – –
CSB
619
City State Bank
Iowa
$27.4K – – –
HI
620
Harbour Investments
Wisconsin
$27.4K +$16.5K +157 +152%
WF
621
Wayfinding Financial
Washington
$27K +$27K +260 New
WWM
622
Wolff Wiese Magana
California
$25.9K +$16.2K +154 +167%
VSQM
623
V-Square Quantitative Management
Illinois
$23.5K +$23.5K +223 New
WPWM
624
Western Pacific Wealth Management
Illinois
$21K – – –
CAL
625
Capital Advisors Ltd
Ohio
$21K -$7.54K -70 -26%
23 24
25
26 27