740 hedge funds and large institutions have $15.5B invested in Okta in 2025 Q2 according to their latest regulatory filings, with 149 funds opening new positions, 299 increasing their positions, 219 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
740
Holders Change
+16
Holders Change %
+2.21%
% of All Funds
9.92%
Holding in Top 10
11
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-38.89%
% of All Funds
0.15%
New
149
Increased
299
Reduced
219
Closed
123
Calls
$564M
Puts
$804M
Net Calls
-$240M
Net Calls Change
-$260M
Name Holding Trade Value Shares
Change
Shares
Change %
JWA
626
JFS Wealth Advisors
Pennsylvania
$27.7K -$400 -4 -1%
PC
627
Promus Capital
Illinois
$27.5K +$27.5K +275 New
VIS
628
Vega Investment Solutions
France
$26.8K -$25K -250 -48%
PB
629
Pinnacle Bancorp
Nebraska
$26.1K +$26.1K +261 New
CSB
630
City State Bank
Iowa
$26K
PFBT
631
Parkside Financial Bank & Trust
Missouri
$24.1K +$17.8K +178 +283%
AAS
632
Ameritas Advisory Services
Nebraska
$23.6K +$23.6K +236 New
RIL
633
Rothschild Investment LLC
Illinois
$23.2K +$13K +130 +127%
SMFG
634
Sumitomo Mitsui Financial Group
Japan
$22.3K -$26.4K -268 -54%
WIM
635
Westside Investment Management
California
$21.9K +$19K +193 +666%
RFG
636
REAP Financial Group
Texas
$21.8K +$4.2K +42 +24%
MPWT
637
MassMutual Private Wealth & Trust
Connecticut
$20.1K +$9.5K +95 +90%
CA
638
CoreCap Advisors
Michigan
$19.9K -$43.5K -435 -69%
CAL
639
Capital Advisors Ltd
Ohio
$19K
PTC
640
Private Trust Company
Ohio
$18.2K -$71.5K -715 -80%
CFO
641
CVA Family Office
Colorado
$17.5K -$2.3K -23 -12%
RCM
642
Raleigh Capital Management
North Carolina
$16.9K -$98.5K -985 -85%
Optiver Holding
643
Optiver Holding
Netherlands
$16.9K +$16.9K +169 New
HFM
644
Harvest Fund Management
China
$16K -$1.06M -10,453 -99%
TFIPS
645
Towarzystwo Funduszy Inwestycyjnych PZU SA
$16K -$296K -2,960 -95%
WTA
646
Washington Trust Advisors
Massachusetts
$15.5K -$1.9K -19 -11%
CIBC Private Wealth Group
647
CIBC Private Wealth Group
Georgia
$15.2K -$31.1K -311 -67%
HI
648
Harbour Investments
Wisconsin
$14.9K -$11.1K -111 -43%
FP
649
Financial Perspectives
Minnesota
$14.7K
WWM
650
Wolff Wiese Magana
California
$14.6K -$10K -100 -41%