732 hedge funds and large institutions have $13.7B invested in Okta in 2025 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 278 increasing their positions, 246 reducing their positions, and 103 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
732
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
PC
626
Promus Capital
Illinois
$25.2K
CFB
627
Cullen/Frost Bankers
Texas
$24.8K
PB
628
Pinnacle Bancorp
Nebraska
$23.9K
RFG
629
REAP Financial Group
Texas
$23.9K
CSB
630
City State Bank
Iowa
$23.8K
ARMT
631
Amica Retiree Medical Trust
Rhode Island
$23K
AAS
632
Ameritas Advisory Services
Nebraska
$20.6K
CAL
633
Capital Advisors Ltd
Ohio
$18K
MPWT
634
MassMutual Private Wealth & Trust
Connecticut
$17.7K
GWP
635
Gen-Wealth Partners
Michigan
$16.7K
PFBT
636
Parkside Financial Bank & Trust
Missouri
$15K
RCM
637
Raleigh Capital Management
North Carolina
$14.9K
TFIPS
638
Towarzystwo Funduszy Inwestycyjnych PZU SA
$14.7K
WTA
639
Washington Trust Advisors
Massachusetts
$14.2K
MCM
640
Manchester Capital Management
Vermont
$14K
HFM
641
Harvest Fund Management
China
$14K
FP
642
Financial Perspectives
Minnesota
$13.5K
WWM
643
Wolff Wiese Magana
California
$13.4K
GCM
644
Glynn Capital Management
California
$13K
HWM
645
Hemington Wealth Management
Virginia
$13K
OP
646
ORG Partners
Indiana
$12.9K
FMII
647
Farmers & Merchants Investments Inc
Nebraska
$12.8K
BGAI
648
Bruce G. Allen Investments
Colorado
$12.5K
CFO
649
CVA Family Office
Colorado
$12K
TFGT
650
TS Financial Group (TSFG)
Illinois
$11K