725 hedge funds and large institutions have $13.1B invested in Okta in 2025 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 236 increasing their positions, 287 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

9% less call options, than puts

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

3% less funds holding

Funds holding: 744725 (-19)

18% less repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 287

Holders
725
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
CSB
601
City State Bank
Iowa
$22.5K
SFG
602
Strive Financial Group
Indiana
$20.2K
CCM
603
Chilton Capital Management
Texas
$18.2K
TWD
604
True Wealth Design
Ohio
$18.1K
BGAI
605
Bruce G. Allen Investments
Colorado
$17.1K
CAL
606
Capital Advisors Ltd
Ohio
$17K
MAM
607
Marquette Asset Management
Minnesota
$16.3K
HFM
608
Harvest Fund Management
China
$16K
CA
609
CoreCap Advisors
Michigan
$15.6K
PTC
610
Private Trust Company
Ohio
$14.9K
APW
611
Aventura Private Wealth
Florida
$14.4K
LWANC
612
Laurel Wealth Advisors (North Carolina)
North Carolina
$13.8K
TFIPS
613
Towarzystwo Funduszy Inwestycyjnych PZU SA
$13.8K
RAM
614
Reflection Asset Management
South Carolina
$13.8K
RCM
615
Raleigh Capital Management
North Carolina
$13.3K
TFA
616
Transamerica Financial Advisors
Florida
$13K
FP
617
Financial Perspectives
Minnesota
$12.7K
WWM
618
Wolff Wiese Magana
California
$12.6K
FMII
619
Farmers & Merchants Investments Inc
Nebraska
$12.5K
GCM
620
Glynn Capital Management
California
$12.3K
PWPS
621
Pinnacle Wealth Planning Services
Ohio
$12.2K
CFO
622
CVA Family Office
Colorado
$11.9K
OP
623
ORG Partners
Indiana
$11.9K
FC
624
Financial Consulate
Maryland
$11.8K
AP
625
Aspect Partners
Virginia
$11.5K