745 hedge funds and large institutions have $13.7B invested in Okta in 2025 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 284 increasing their positions, 250 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:

more 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
745
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
PTC
601
Private Trust Company
Ohio
$75.6K
FFA
602
Frazier Financial Advisors
Ohio
$73.6K
SMFG
603
Sumitomo Mitsui Financial Group
Japan
$72.6K
SAM
604
Smartleaf Asset Management
Massachusetts
$71.1K
CIBC Private Wealth Group
605
CIBC Private Wealth Group
Georgia
$66.7K
CA
606
CoreCap Advisors
Michigan
$64.5K
GSWM
607
Golden State Wealth Management
California
$63.5K
AFWM
608
Abich Financial Wealth Management
Virginia
$62K
Kayne Anderson Rudnick Investment Management
609
Kayne Anderson Rudnick Investment Management
California
$58.8K
RIL
610
Rothschild Investment LLC
Illinois
$57.8K
PP
611
Pingora Partners
Wyoming
$55K
SIC
612
SJS Investment Consulting
Ohio
$48.5K
TPCW
613
TD Private Client Wealth
New York
$48.5K
AssetMark Inc
614
AssetMark Inc
California
$48.3K
HFM
615
Hartford Financial Management
Connecticut
$45.9K
FCAS
616
First Command Advisory Services
Texas
$45.9K
PPA
617
Pilgrim Partners Asia
Singapore
$45.9K
NS
618
NBC Securities
Alabama
$45.3K
CFFP
619
Center for Financial Planning
Michigan
$41.3K
FC
620
Financial Consulate
Maryland
$40.1K
AA
621
Ancora Advisors
Ohio
$39.6K
WIM
622
Westside Investment Management
California
$38.1K
CFD
623
Creative Financial Designs
Indiana
$36.2K
SWM
624
Spire Wealth Management
Virginia
$35.4K
ACM
625
Aster Capital Management
United Arab Emirates
$33.9K