742 hedge funds and large institutions have $15.5B invested in Okta in 2025 Q2 according to their latest regulatory filings, with 151 funds opening new positions, 298 increasing their positions, 219 reducing their positions, and 125 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:

more ownership

Funds ownership:

more funds holding

Funds holding:

3% more capital invested

Capital invested by funds: $15.1B → $15.5B (+$403M)

30% less call options, than puts

Call options by funds: $564M | Put options by funds: $804M

39% less funds holding in top 10

Funds holding in top 10: 1811 (-7)

Holders
742
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$564M
Puts
$804M
Net Calls
Net Calls Change

Top Sellers

1 -$470M
2 -$211M
3 -$152M
4
EC
Eminence Capital
New York
-$150M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$113M
Name Holding Trade Value Shares
Change
Change in
Stake
RF
626
Rossby Financial
Florida
$30K
JWA
627
JFS Wealth Advisors
Pennsylvania
$27.7K
PC
628
Promus Capital
Illinois
$27.5K
VIS
629
Vega Investment Solutions
France
$26.8K
PB
630
Pinnacle Bancorp
Nebraska
$26.1K
CSB
631
City State Bank
Iowa
$26K
PFBT
632
Parkside Financial Bank & Trust
Missouri
$24.1K
AAS
633
Ameritas Advisory Services
Nebraska
$23.6K
RIL
634
Rothschild Investment LLC
Illinois
$23.2K
SMFG
635
Sumitomo Mitsui Financial Group
Japan
$22.3K
WIM
636
Westside Investment Management
California
$21.9K
RFG
637
REAP Financial Group
Texas
$21.8K
MPWT
638
MassMutual Private Wealth & Trust
Connecticut
$20.1K
CA
639
CoreCap Advisors
Michigan
$19.9K
CAL
640
Capital Advisors Ltd
Ohio
$19K
PTC
641
Private Trust Company
Ohio
$18.2K
CFO
642
CVA Family Office
Colorado
$17.5K
RCM
643
Raleigh Capital Management
North Carolina
$16.9K
Optiver Holding
644
Optiver Holding
Netherlands
$16.9K
HFM
645
Harvest Fund Management
China
$16K
TFIPS
646
Towarzystwo Funduszy Inwestycyjnych PZU SA
$16K
WTA
647
Washington Trust Advisors
Massachusetts
$15.5K
CIBC Private Wealth Group
648
CIBC Private Wealth Group
Georgia
$15.2K
HI
649
Harbour Investments
Wisconsin
$14.9K
FP
650
Financial Perspectives
Minnesota
$14.7K