740 hedge funds and large institutions have $15.5B invested in Okta in 2025 Q2 according to their latest regulatory filings, with 149 funds opening new positions, 299 increasing their positions, 219 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
740
Holders Change
+16
Holders Change %
+2.21%
% of All Funds
9.92%
Holding in Top 10
11
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-38.89%
% of All Funds
0.15%
New
149
Increased
299
Reduced
219
Closed
123
Calls
$564M
Puts
$804M
Net Calls
-$240M
Net Calls Change
-$260M
Name Holding Trade Value Shares
Change
Shares
Change %
CFD
601
Creative Financial Designs
Indiana
$69.5K +$500 +5 +0.7%
CI
602
CX Institutional
Indiana
$66K +$16.4K +164 +33%
Kayne Anderson Rudnick Investment Management
603
Kayne Anderson Rudnick Investment Management
California
$65.2K +$1.2K +12 +2%
PP
604
Pingora Partners
Wyoming
$60K +$60K +600 New
AssetMark Inc
605
AssetMark Inc
California
$58.7K +$57.7K +577 +5,770%
LFG
606
Larson Financial Group
Missouri
$57K -$13.7K -137 -19%
HFS
607
Hantz Financial Services
Michigan
$54K +$46K +458 +573%
VSQM
608
V-Square Quantitative Management
Illinois
$50.4K +$28.1K +281 +126%
FCAS
609
First Command Advisory Services
Texas
$50K
HFM
610
Hartford Financial Management
Connecticut
$50K
TPCW
611
TD Private Client Wealth
New York
$46.8K -$9.3K -93 -17%
OP
612
ORG Partners
Indiana
$46.7K -$23.4K -237 -33%
CFFP
613
Center for Financial Planning
Michigan
$45K
AA
614
Ancora Advisors
Ohio
$43.2K -$100 -1 -0.2%
NS
615
NBC Securities
Alabama
$43K -$45.6K -466 -51%
SAM
616
Smartleaf Asset Management
Massachusetts
$37.3K -$43.8K -445 -54%
FHA
617
First Horizon Advisors
Tennessee
$37.2K -$30.6K -306 -45%
AAP
618
Arax Advisory Partners
Colorado
$36.8K -$15.6K -156 -30%
GCS
619
Gordian Capital (Singapore)
Singapore
$35.2K
GTAM
620
Global Trust Asset Management
Florida
$34.8K -$14.1K -141 -29%
MCM
621
Manchester Capital Management
Vermont
$34.1K -$8.7K -87 -20%
KWM
622
Kiker Wealth Management
Georgia
$34K +$31.3K +313 +1,159%
CFB
623
Cullen/Frost Bankers
Texas
$33.9K +$15.9K +159 +88%
BOJHT
624
Bank of Jackson Hole Trust
Wyoming
$31.5K
RF
625
Rossby Financial
Florida
$30K