725 hedge funds and large institutions have $13.1B invested in Okta in 2025 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 236 increasing their positions, 287 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

9% less call options, than puts

Call options by funds: $576M | Put options by funds: $631M

3% less funds holding

Funds holding: 744725 (-19)

18% less repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 287

Holders
725
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
$576M
Puts
$631M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
626
Physician Wealth Advisors
Utah
$11.5K
MCM
627
Manchester Capital Management
Vermont
$10.6K
TFGT
628
TS Financial Group (TSFG)
Illinois
$10K
MPWT
629
MassMutual Private Wealth & Trust
Connecticut
$9.34K
MCA
630
McGuire Capital Advisors
Oklahoma
$9.17K
ZBNA
631
Zions Bancorporation, National Association
Utah
$9.08K
CW
632
Curio Wealth
Maryland
$8.84K
ACM
633
Accent Capital Management
Ohio
$8.13K
PFBT
634
Parkside Financial Bank & Trust
Missouri
$8.04K
SAG
635
SageView Advisory Group
California
$7.96K
HI
636
Harbour Investments
Wisconsin
$7.78K
KFAS
637
Keating Financial Advisory Services
Kansas
$7.44K
BIA
638
Bell Investment Advisors
California
$7.09K
BTI
639
Blue Trust Inc
Georgia
$6.83K
EW
640
Elyxium Wealth
California
$6.63K
BCM
641
Boreal Capital Management
Florida
$6.49K
WT
642
Whittier Trust
California
$6.33K
PWMG
643
Private Wealth Management Group
New Jersey
$6.14K
AA
644
Addison Advisors
Vermont
$6.05K
FHC
645
First Horizon Corporation
Tennessee
$5.88K
SA
646
Strategic Advocates
Utah
$5.77K
SC
647
SouthState Corp
Florida
$5.45K
HC
648
Hurley Capital
New York
$5.28K
AFC
649
Ares Financial Consulting
California
$5.28K
KFA
650
Kelleher Financial Advisors
New York
$5.19K