720 hedge funds and large institutions have $13.1B invested in Okta in 2025 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 235 increasing their positions, 287 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

3% less funds holding

Funds holding: 745720 (-25)

11% less call options, than puts

Call options by funds: $553M | Put options by funds: $622M

18% less repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 287

Holders
720
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
$553M
Puts
$622M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
651
Oakworth Capital
Alabama
$4.41K
TWC
652
TD Waterhouse Canada
Ontario, Canada
$4.32K
SAM
653
Sherman Asset Management
California
$4.32K
WCM
654
Winthrop Capital Management
Indiana
$4K
FPF
655
First Pacific Financial
Washington
$3.89K
HWP
656
Highline Wealth Partners
California
$3.63K
FFO
657
Fortitude Family Office
Arizona
$3.29K
TCOV
658
Trust Company of Vermont
Vermont
$3.11K
NSIM
659
North Star Investment Management
Illinois
$2.85K
GSWM
660
Golden State Wealth Management
California
$2.77K
SIS
661
Sound Income Strategies
Florida
$2.69K
GWM
662
Greenline Wealth Management
Florida
$2.68K
AEPWM
663
Atlantic Edge Private Wealth Management
Florida
$2.6K
FMB
664
Field & Main Bank
Kentucky
$2.59K
IA
665
IFS Advisors
Kansas
$2.59K
SL
666
Salomon & Ludwin
Virginia
$2.37K
IBOK
667
Independence Bank of Kentucky
Kentucky
$2.33K
PWMG
668
Prestige Wealth Management Group
New Jersey
$2.16K
HNW
669
High Note Wealth
Minnesota
$2.08K
KFG
670
Kingdom Financial Group
Arizona
$2.08K
AUB
671
Atlantic Union Bankshares
Virginia
$1.99K
VWA
672
Valued Wealth Advisors
Utah
$1.99K
DPW
673
DiNuzzo Private Wealth
Pennsylvania
$1.9K
S
674
Sachetta
Massachusetts
$1.82K
ACM
675
Aster Capital Management
United Arab Emirates
$1.73K