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Okta
OKTA

Overview Fund Activity

724 hedge funds and large institutions have $15.1B invested in Okta in 2025 Q1 according to their latest regulatory filings, with 166 funds opening new positions, 280 increasing their positions, 203 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
724
Holders Change
+65
Holders Change %
+9.86%
% of All Funds
9.83%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.24%
New
166
Increased
280
Reduced
203
Closed
92
Calls
$811M
Puts
$792M
Net Calls
+$19.5M
Net Calls Change
-$95.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$416M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$298M
3
Alkeon Capital Management
Alkeon Capital Management
New York
+$200M
4
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$190M
5
Bank of America
Bank of America
North Carolina
+$189M

Top Sellers

1
Marshall Wace
Marshall Wace
United Kingdom
-$281M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$222M
3
ACH
ArrowMark Colorado Holdings
Colorado
-$153M
4
CIP
Champlain Investment Partners
Vermont
-$136M
5
Millennium Management
Millennium Management
New York
-$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFO
626
CVA Family Office
Colorado
$20.8K +$7.47K +71 +56%
CFB
627
Cullen/Frost Bankers
Texas
$18.9K +$8.84K +84 +88%
RFG
628
REAP Financial Group
Texas
$18.5K +$18.4K +175 +17,500%
WTA
629
Washington Trust Advisors
Massachusetts
$18.3K +$3.47K +33 +23%
SC
630
SouthState Corp
Florida
$17.9K +$15.5K +147 +639%
FP
631
Financial Perspectives
Minnesota
$15.5K -$421 -4 -3%
TWC
632
TD Waterhouse Canada
Ontario, Canada
$14.7K +$7.63K +73 +107%
HWP
633
Highline Wealth Partners
California
$14.7K +$14.7K +140 New
BGAI
634
Bruce G. Allen Investments
Colorado
$14.3K – – –
HWM
635
Hemington Wealth Management
Virginia
$13K +$6.5K +62 +100%
CCM
636
CAAS Capital Management
New York
$12.2K +$12.2K +116 New
WT
637
Whittier Trust
California
$12.1K – – –
TFGT
638
TS Financial Group (TSFG)
Illinois
$12K – – –
MPWT
639
MassMutual Private Wealth & Trust
Connecticut
$11.2K +$7.79K +74 +231%
BIA
640
Bell Investment Advisors
California
$10.7K +$947 +9 +10%
RIL
641
Rothschild Investment LLC
Illinois
$10.7K – – –
TCPG
642
Trivant Custom Portfolio Group
California
$10.5K – – –
AA
643
Addison Advisors
Vermont
$10.5K – – –
AF
644
Advisornet Financial
Minnesota
$9.47K +$8.63K +82 +1,025%
HIIFS
645
Harel Insurance Investments & Financial Services
Israel
$9K -$2.5K -25 -22%
PWMG
646
Private Wealth Management Group
New Jersey
$8.73K +$1.89K +18 +28%
EPIMS
647
Evelyn Partners Investment Management Services
$8.53K +$8.53K +270 New
BTI
648
Blue Trust Inc
Georgia
$8.31K +$737 +7 +10%
HFS
649
Hantz Financial Services
Michigan
$8K – – –
Fuller & Thaler Asset Management
650
Fuller & Thaler Asset Management
California
$7.89K +$7.89K +75 New
24 25
26
27 28