740 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, 283 increasing their positions, 248 reducing their positions, and 104 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
740
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
GTAM
626
Global Trust Asset Management
Florida
$31.8K
WANY
627
Wealthspire Advisors (New York)
New York
$30.5K
QL
628
Quarry LP
New York
$30.1K
BOJHT
629
Bank of Jackson Hole Trust
Wyoming
$28.9K
RF
630
Rossby Financial
Florida
$27.5K
RFP
631
Root Financial Partners
California
$26.2K
JWA
632
JFS Wealth Advisors
Pennsylvania
$25.4K
PC
633
Promus Capital
Illinois
$25.2K
CFB
634
Cullen/Frost Bankers
Texas
$24.8K
PB
635
Pinnacle Bancorp
Nebraska
$23.9K
RFG
636
REAP Financial Group
Texas
$23.9K
CSB
637
City State Bank
Iowa
$23.8K
ARMT
638
Amica Retiree Medical Trust
Rhode Island
$23K
AAS
639
Ameritas Advisory Services
Nebraska
$20.6K
CAL
640
Capital Advisors Ltd
Ohio
$18K
MPWT
641
MassMutual Private Wealth & Trust
Connecticut
$17.7K
GWP
642
Gen-Wealth Partners
Michigan
$16.7K
APW
643
Aventura Private Wealth
Florida
$15.2K
PFBT
644
Parkside Financial Bank & Trust
Missouri
$15K
RCM
645
Raleigh Capital Management
North Carolina
$14.9K
TFIPS
646
Towarzystwo Funduszy Inwestycyjnych PZU SA
$14.7K
WTA
647
Washington Trust Advisors
Massachusetts
$14.2K
MCM
648
Manchester Capital Management
Vermont
$14K
HFM
649
Harvest Fund Management
China
$14K
FP
650
Financial Perspectives
Minnesota
$13.5K