740 hedge funds and large institutions have $15.5B invested in Okta in 2025 Q2 according to their latest regulatory filings, with 149 funds opening new positions, 299 increasing their positions, 219 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
740
Holders Change
+16
Holders Change %
+2.21%
% of All Funds
9.92%
Holding in Top 10
11
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-38.89%
% of All Funds
0.15%
New
149
Increased
299
Reduced
219
Closed
123
Calls
$564M
Puts
$804M
Net Calls
-$240M
Net Calls Change
-$260M
Name Holding Trade Value Shares
Change
Shares
Change %
GCM
651
Glynn Capital Management
California
$14.2K +$14.2K +142 New
HWP
652
Highline Wealth Partners
California
$14K
TWC
653
TD Waterhouse Canada
Ontario, Canada
$13.9K
MYIA
654
Mount Yale Investment Advisors
Colorado
$13.7K +$13.7K +137 New
BGAI
655
Bruce G. Allen Investments
Colorado
$13.6K
FMII
656
Farmers & Merchants Investments Inc
Nebraska
$13.2K +$13.2K +132 New
HWM
657
Hemington Wealth Management
Virginia
$13K +$695 +7 +6%
ACM
658
Accent Capital Management
Ohio
$12K +$9.4K +94 +362%
WT
659
Whittier Trust
California
$11.5K
TFGT
660
TS Financial Group (TSFG)
Illinois
$11K
BIA
661
Bell Investment Advisors
California
$10.3K +$100 +1 +1%
AA
662
Addison Advisors
Vermont
$10K
TCM
663
Tradewinds Capital Management
Washington
$10K +$10K +100 New
SWM
664
Shelton Wealth Management
Texas
$9.6K +$9.6K +96 New
PWMG
665
Private Wealth Management Group
New Jersey
$9.3K +$1K +10 +12%
BTI
666
Blue Trust Inc
Georgia
$9K +$1.1K +11 +14%
TPWA
667
Twin Peaks Wealth Advisors
California
$8.67K +$8.67K +97 New
EPIMS
668
Evelyn Partners Investment Management Services
$8.11K -$14.2K -172 -64%
LFA
669
LGT Financial Advisors
Texas
$7.5K +$7.5K +75 New
BCM
670
Berbice Capital Management
New York
$7.5K +$7.5K +75 New
BCM
671
Boreal Capital Management
Florida
$7.5K +$7.5K +75 New
SL
672
Salomon & Ludwin
Virginia
$7.36K +$7.36K +75 New
CT
673
Colonial Trust
South Carolina
$6.7K +$2.1K +21 +46%
SC
674
SouthState Corp
Florida
$6.6K -$10.4K -104 -61%
GC
675
Garde Capital
Washington
$6.5K