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736 hedge funds and large institutions have $13.2B invested in Okta in 2025 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 239 increasing their positions, 290 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

9% less call options, than puts

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

2% less funds holding

Funds holding: 749736 (-13)

18% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 290

Holders
736
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
FP
626
Financial Perspectives
Minnesota
$12.7K
WWM
627
Wolff Wiese Magana
California
$12.6K
FMII
628
Farmers & Merchants Investments Inc
Nebraska
$12.5K
GCM
629
Glynn Capital Management
California
$12.3K
PWPS
630
Pinnacle Wealth Planning Services
Ohio
$12.2K
CFO
631
CVA Family Office
Colorado
$11.9K
OP
632
ORG Partners
Indiana
$11.9K
FC
633
Financial Consulate
Maryland
$11.8K
AP
634
Aspect Partners
Virginia
$11.5K
PWA
635
Physician Wealth Advisors
Utah
$11.5K
MCM
636
Manchester Capital Management
Vermont
$10.6K
1CP
637
1015 Capital Partners
Pennsylvania
$10.4K
TFGT
638
TS Financial Group (TSFG)
Illinois
$10K
MPWT
639
MassMutual Private Wealth & Trust
Connecticut
$9.34K
MCA
640
McGuire Capital Advisors
Oklahoma
$9.17K
ZBNA
641
Zions Bancorporation, National Association
Utah
$9.08K
CW
642
Curio Wealth
Maryland
$8.84K
ACM
643
Accent Capital Management
Ohio
$8.13K
PFBT
644
Parkside Financial Bank & Trust
Missouri
$8.04K
SAG
645
SageView Advisory Group
California
$7.96K
HI
646
Harbour Investments
Wisconsin
$7.78K
KFAS
647
Keating Financial Advisory Services
Kansas
$7.44K
BIA
648
Bell Investment Advisors
California
$7.09K
BTI
649
Blue Trust Inc
Georgia
$6.83K
EW
650
Elyxium Wealth
California
$6.63K