745 hedge funds and large institutions have $13.7B invested in Okta in 2025 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 284 increasing their positions, 250 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:

more 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
745
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
GCS
626
Gordian Capital (Singapore)
Singapore
$32.3K
GTAM
627
Global Trust Asset Management
Florida
$31.8K
WANY
628
Wealthspire Advisors (New York)
New York
$30.5K
QL
629
Quarry LP
New York
$30.1K
BOJHT
630
Bank of Jackson Hole Trust
Wyoming
$28.9K
RF
631
Rossby Financial
Florida
$27.5K
RFP
632
Root Financial Partners
California
$26.2K
JWA
633
JFS Wealth Advisors
Pennsylvania
$25.4K
PC
634
Promus Capital
Illinois
$25.2K
CFB
635
Cullen/Frost Bankers
Texas
$24.8K
PB
636
Pinnacle Bancorp
Nebraska
$23.9K
RFG
637
REAP Financial Group
Texas
$23.9K
CSB
638
City State Bank
Iowa
$23.8K
ARMT
639
Amica Retiree Medical Trust
Rhode Island
$23K
AAS
640
Ameritas Advisory Services
Nebraska
$20.6K
CAL
641
Capital Advisors Ltd
Ohio
$18K
MPWT
642
MassMutual Private Wealth & Trust
Connecticut
$17.7K
GWP
643
Gen-Wealth Partners
Michigan
$16.7K
APW
644
Aventura Private Wealth
Florida
$15.2K
PFBT
645
Parkside Financial Bank & Trust
Missouri
$15K
RCM
646
Raleigh Capital Management
North Carolina
$14.9K
TFIPS
647
Towarzystwo Funduszy Inwestycyjnych PZU SA
$14.7K
WTA
648
Washington Trust Advisors
Massachusetts
$14.2K
MCM
649
Manchester Capital Management
Vermont
$14K
HFM
650
Harvest Fund Management
China
$14K