732 hedge funds and large institutions have $13.7B invested in Okta in 2025 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 278 increasing their positions, 246 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:

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
732
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
HI
651
Harbour Investments
Wisconsin
$10.6K
FHC
652
First Horizon Corporation
Tennessee
$10.4K
GLF
653
Groupe la Francaise
France
$9.99K
TWC
654
TD Waterhouse Canada
Ontario, Canada
$9.55K
MAS
655
MPWM Advisory Solutions
Georgia
$9.45K
AF
656
Advisornet Financial
Minnesota
$9.45K
BCM
657
Berbice Capital Management
New York
$9.17K
AP
658
Aspect Partners
Virginia
$8.99K
ACM
659
Accent Capital Management
Ohio
$8.62K
BIA
660
Bell Investment Advisors
California
$8.53K
PWMG
661
Private Wealth Management Group
New Jersey
$8.53K
TFA
662
Transamerica Financial Advisors
Florida
$7.43K
BTI
663
Blue Trust Inc
Georgia
$7.24K
AUB
664
Atlantic Union Bankshares
Virginia
$6.7K
WT
665
Whittier Trust
California
$6.53K
HWP
666
Highline Wealth Partners
California
$6.51K
AA
667
Addison Advisors
Vermont
$6.42K
SA
668
Strategic Advocates
Utah
$6.24K
CT
669
Colonial Trust
South Carolina
$6.14K
SL
670
Salomon & Ludwin
Virginia
$5.97K
MAM
671
Marquette Asset Management
Minnesota
$5.87K
SC
672
SouthState Corp
Florida
$5.69K
MG
673
Mather Group
Illinois
$5.67K
KFA
674
Kelleher Financial Advisors
New York
$5.5K
GWS
675
Greykasell Wealth Strategies
California
$5.04K