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736 hedge funds and large institutions have $13.2B invested in Okta in 2025 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 239 increasing their positions, 290 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

9% less call options, than puts

Call options by funds: $576M | Put options by funds: $631M

2% less funds holding

Funds holding: 749736 (-13)

18% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 290

Holders
736
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
$576M
Puts
$631M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
601
SHP Wealth Management
Massachusetts
$26.7K
RF
602
Rossby Financial
Florida
$26.3K
EWP
603
Elevation Wealth Partners
California
$25.6K
RFP
604
Root Financial Partners
California
$25.6K
CFD
605
Creative Financial Designs
Indiana
$25.5K
WTA
606
Washington Trust Advisors
Massachusetts
$24K
PAMS
607
Pinpoint Asset Management (Singapore)
$24K
VIS
608
Vega Investment Solutions
France
$23.2K
RIL
609
Rothschild Investment LLC
Illinois
$22.6K
CSB
610
City State Bank
Iowa
$22.5K
SFG
611
Strive Financial Group
Indiana
$20.2K
CCM
612
Chilton Capital Management
Texas
$18.2K
TWD
613
True Wealth Design
Ohio
$18.1K
BGAI
614
Bruce G. Allen Investments
Colorado
$17.1K
CAL
615
Capital Advisors Ltd
Ohio
$17K
MAM
616
Marquette Asset Management
Minnesota
$16.3K
HFM
617
Harvest Fund Management
China
$16K
CA
618
CoreCap Advisors
Michigan
$15.6K
PTC
619
Private Trust Company
Ohio
$14.9K
APW
620
Aventura Private Wealth
Florida
$14.4K
LWANC
621
Laurel Wealth Advisors (North Carolina)
North Carolina
$13.8K
TFIPS
622
Towarzystwo Funduszy Inwestycyjnych PZU SA
$13.8K
RAM
623
Reflection Asset Management
South Carolina
$13.8K
RCM
624
Raleigh Capital Management
North Carolina
$13.3K
TFA
625
Transamerica Financial Advisors
Florida
$13K