740 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, 247 reducing their positions, and 104 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:

less 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
740
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
FFA
601
Frazier Financial Advisors
Ohio
$73.6K
SMFG
602
Sumitomo Mitsui Financial Group
Japan
$72.6K
SAM
603
Smartleaf Asset Management
Massachusetts
$71.1K
CIBC Private Wealth Group
604
CIBC Private Wealth Group
Georgia
$66.7K
CA
605
CoreCap Advisors
Michigan
$64.5K
GSWM
606
Golden State Wealth Management
California
$63.5K
AFWM
607
Abich Financial Wealth Management
Virginia
$62K
Kayne Anderson Rudnick Investment Management
608
Kayne Anderson Rudnick Investment Management
California
$58.8K
RIL
609
Rothschild Investment LLC
Illinois
$57.8K
PP
610
Pingora Partners
Wyoming
$55K
SIC
611
SJS Investment Consulting
Ohio
$48.5K
TPCW
612
TD Private Client Wealth
New York
$48.5K
AssetMark Inc
613
AssetMark Inc
California
$48.3K
HFM
614
Hartford Financial Management
Connecticut
$45.9K
FCAS
615
First Command Advisory Services
Texas
$45.9K
PPA
616
Pilgrim Partners Asia
Singapore
$45.9K
NS
617
NBC Securities
Alabama
$45.3K
CFFP
618
Center for Financial Planning
Michigan
$41.3K
FC
619
Financial Consulate
Maryland
$40.1K
AA
620
Ancora Advisors
Ohio
$39.6K
WIM
621
Westside Investment Management
California
$38.1K
CFD
622
Creative Financial Designs
Indiana
$36.2K
SWM
623
Spire Wealth Management
Virginia
$35.4K
ACM
624
Aster Capital Management
United Arab Emirates
$33.9K
GCS
625
Gordian Capital (Singapore)
Singapore
$32.3K