720 hedge funds and large institutions have $13.1B invested in Okta in 2025 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 235 increasing their positions, 287 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

3% less funds holding

Funds holding: 745720 (-25)

11% less call options, than puts

Call options by funds: $553M | Put options by funds: $622M

18% less repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 287

Holders
720
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
$553M
Puts
$622M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCA
626
McGuire Capital Advisors
Oklahoma
$9.17K
ZBNA
627
Zions Bancorporation, National Association
Utah
$9.08K
CW
628
Curio Wealth
Maryland
$8.84K
ACM
629
Accent Capital Management
Ohio
$8.13K
PFBT
630
Parkside Financial Bank & Trust
Missouri
$8.04K
SAG
631
SageView Advisory Group
California
$7.96K
HI
632
Harbour Investments
Wisconsin
$7.78K
KFAS
633
Keating Financial Advisory Services
Kansas
$7.44K
BIA
634
Bell Investment Advisors
California
$7.09K
BTI
635
Blue Trust Inc
Georgia
$6.83K
EW
636
Elyxium Wealth
California
$6.63K
BCM
637
Boreal Capital Management
Florida
$6.49K
WT
638
Whittier Trust
California
$6.33K
PWMG
639
Private Wealth Management Group
New Jersey
$6.14K
AA
640
Addison Advisors
Vermont
$6.05K
FHC
641
First Horizon Corporation
Tennessee
$5.88K
SA
642
Strategic Advocates
Utah
$5.77K
SC
643
SouthState Corp
Florida
$5.45K
AFC
644
Ares Financial Consulting
California
$5.28K
HC
645
Hurley Capital
New York
$5.28K
KFA
646
Kelleher Financial Advisors
New York
$5.19K
CAM
647
Close Asset Management
United Kingdom
$5K
SIC
648
SJS Investment Consulting
Ohio
$4.76K
GWS
649
Greykasell Wealth Strategies
California
$4.76K
CT
650
Colonial Trust
South Carolina
$4.67K