742 hedge funds and large institutions have $15.5B invested in Okta in 2025 Q2 according to their latest regulatory filings, with 151 funds opening new positions, 298 increasing their positions, 219 reducing their positions, and 125 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 ownership

Funds ownership:

more funds holding

Funds holding:

3% more capital invested

Capital invested by funds: $15.1B → $15.5B (+$403M)

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
742
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$564M
Puts
$804M
Net Calls
Net Calls Change

Top Sellers

1 -$470M
2 -$211M
3 -$152M
4
EC
Eminence Capital
New York
-$150M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$113M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
601
Costello Asset Management
Pennsylvania
$70K
CFD
602
Creative Financial Designs
Indiana
$69.5K
CI
603
CX Institutional
Indiana
$66K
Kayne Anderson Rudnick Investment Management
604
Kayne Anderson Rudnick Investment Management
California
$65.2K
PP
605
Pingora Partners
Wyoming
$60K
AssetMark Inc
606
AssetMark Inc
California
$58.7K
LFG
607
Larson Financial Group
Missouri
$57K
HFS
608
Hantz Financial Services
Michigan
$54K
VSQM
609
V-Square Quantitative Management
Illinois
$50.4K
FCAS
610
First Command Advisory Services
Texas
$50K
HFM
611
Hartford Financial Management
Connecticut
$50K
TPCW
612
TD Private Client Wealth
New York
$46.8K
OP
613
ORG Partners
Indiana
$46.7K
CFFP
614
Center for Financial Planning
Michigan
$45K
AA
615
Ancora Advisors
Ohio
$43.2K
NS
616
NBC Securities
Alabama
$43K
SAM
617
Smartleaf Asset Management
Massachusetts
$37.3K
FHA
618
First Horizon Advisors
Tennessee
$37.2K
AAP
619
Arax Advisory Partners
Colorado
$36.8K
GCS
620
Gordian Capital (Singapore)
Singapore
$35.2K
GTAM
621
Global Trust Asset Management
Florida
$34.8K
MCM
622
Manchester Capital Management
Vermont
$34.1K
KWM
623
Kiker Wealth Management
Georgia
$34K
CFB
624
Cullen/Frost Bankers
Texas
$33.9K
BOJHT
625
Bank of Jackson Hole Trust
Wyoming
$31.5K