We are live on ! Find out more

748 hedge funds and large institutions have $15.6B invested in Okta in 2025 Q2 according to their latest regulatory filings, with 150 funds opening new positions, 303 increasing their positions, 220 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 220

19% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 126

5.03% more ownership

Funds ownership: 88.23%93.25% (+5%)

2% more funds holding

Funds holding: 732748 (+16)

1% more capital invested

Capital invested by funds: $15.4B → $15.6B (+$189M)

30% less call options, than puts

Call options by funds: $564M | Put options by funds: $804M

39% less funds holding in top 10

Funds holding in top 10: 1811 (-7)

Holders
748
Holders Change
+16
Holders Change %
+2.19%
% of All Funds
9.85%
Holding in Top 10
11
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-38.89%
% of All Funds
0.14%
New
150
Increased
303
Reduced
220
Closed
126
Calls
$564M
Puts
$804M
Net Calls
-$240M
Net Calls Change
-$260M
Name Holding Trade Value Shares
Change
Change in
Stake
SOW
601
State of Wyoming
Wyoming
$83.6K +$89.3K +836 New
OIAM
602
OFI Invest Asset Management
France
$83.5K +$105K +980 New
1IA
603
1620 Investment Advisors
Massachusetts
$76.4K +$81.6K +764 New
FFA
604
Frazier Financial Advisors
Ohio
$75.3K +$80.4K +753 New
TWD
605
True Wealth Design
Ohio
$71.8K +$2.67K +25 +4%
AF
606
Advisornet Financial
Minnesota
$70.5K +$65.7K +615 +683%
CAM
607
Costello Asset Management
Pennsylvania
$70K +$74.8K +700 New
CFD
608
Creative Financial Designs
Indiana
$69.5K +$534 +5 +0.7%
CI
609
CX Institutional
Indiana
$66K +$17.5K +164 +33%
Kayne Anderson Rudnick Investment Management
610
Kayne Anderson Rudnick Investment Management
California
$65.2K +$1.28K +12 +2%
PP
611
Pingora Partners
Wyoming
$60K +$64.1K +600 New
AssetMark Inc
612
AssetMark Inc
California
$58.7K +$61.6K +577 +5,770%
LFG
613
Larson Financial Group
Missouri
$57K -$14.6K -137 -19%
HFS
614
Hantz Financial Services
Michigan
$54K +$48.9K +458 +573%
VSQM
615
V-Square Quantitative Management
Illinois
$50.4K +$30K +281 +126%
FCAS
616
First Command Advisory Services
Texas
$50K
HFM
617
Hartford Financial Management
Connecticut
$50K
TPCW
618
TD Private Client Wealth
New York
$46.8K -$9.93K -93 -17%
OP
619
ORG Partners
Indiana
$46.7K -$25.3K -237 -33%
CFFP
620
Center for Financial Planning
Michigan
$45K
AA
621
Ancora Advisors
Ohio
$43.2K -$107 -1 -0.2%
NS
622
NBC Securities
Alabama
$43K -$49.8K -466 -51%
SAM
623
Smartleaf Asset Management
Massachusetts
$37.3K -$47.5K -445 -54%
FHA
624
First Horizon Advisors
Tennessee
$37.2K -$32.7K -306 -45%
AAP
625
Arax Advisory Partners
Colorado
$36.8K -$16.7K -156 -30%

OKTA Hedge Fund Activity: Q2 2025 in Review

748 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Okta (OKTA) for Q2 2025, worth a combined $15.6B — up 1.2% from $15.4B a quarter earlier.

Buyers outnumbered sellers: 150 funds opened new OKTA positions and 126 closed out — a net gain of 24 holders — while 303 added to existing stakes and 220 trimmed.

The largest buyer was BlackRock, adding an estimated $878M. The largest seller was Fidelity Investments, cutting an estimated $502M.

  • 748 institutional investors held Okta (OKTA) as of Q2 2025, up from 732 in Q1 2025.
  • Funds reported $15.6B of Okta stock for Q2 2025, up 1.2% quarter-over-quarter.
  • 150 funds opened new Okta positions in Q2 2025 and 126 closed out, a net change of +24 holders.
  • The largest Okta buyer in Q2 2025 was BlackRock, an estimated $878M added.
  • The largest Okta seller in Q2 2025 was Fidelity Investments, an estimated $502M sold.

Based on aggregated 13F filings for Q2 2025.