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Okta
OKTA

Overview Fund Activity

724 hedge funds and large institutions have $15.1B invested in Okta in 2025 Q1 according to their latest regulatory filings, with 166 funds opening new positions, 280 increasing their positions, 203 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
724
Holders Change
+65
Holders Change %
+9.86%
% of All Funds
9.83%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.24%
New
166
Increased
280
Reduced
203
Closed
92
Calls
$811M
Puts
$792M
Net Calls
+$19.5M
Net Calls Change
-$95.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$416M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$298M
3
Alkeon Capital Management
Alkeon Capital Management
New York
+$200M
4
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$190M
5
Bank of America
Bank of America
North Carolina
+$189M

Top Sellers

1
Marshall Wace
Marshall Wace
United Kingdom
-$281M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$222M
3
ACH
ArrowMark Colorado Holdings
Colorado
-$153M
4
CIP
Champlain Investment Partners
Vermont
-$136M
5
Millennium Management
Millennium Management
New York
-$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSMHT
651
Thurston Springer Miller Herd & Titak
Indiana
$7.89K +$7.89K +75 New
BBPWM
652
Blue Bell Private Wealth Management
Pennsylvania
$7.47K +$7.47K +71 New
MG
653
Mather Group
Illinois
$6.95K – – –
GC
654
Garde Capital
Washington
$6.84K +$6.84K +65 New
SCB
655
Saudi Central Bank
Saudi Arabia
$6.84K +$6.84K +65 New
CWC
656
Carolinas Wealth Consulting
North Carolina
$6.73K – – –
PFBT
657
Parkside Financial Bank & Trust
Missouri
$6.63K +$1.16K +11 +21%
HCM
658
Hollencrest Capital Management
California
$6.31K – – –
CAM
659
Close Asset Management
United Kingdom
$6K – – –
SSB
660
Sandy Spring Bank
Maryland
$5.47K -$4.63K -44 -46%
WCM
661
Winthrop Capital Management
Indiana
$5K – – –
CT
662
Colonial Trust
South Carolina
$4.84K -$18.4K -175 -79%
SO
663
Sierra Ocean
California
$4.52K +$2.74K +26 +153%
S
664
Sachetta
Massachusetts
$4.32K +$1.05K +10 +32%
TCOV
665
Trust Company of Vermont
Vermont
$3.79K -$10.6K -101 -74%
AWM
666
Activest Wealth Management
Florida
$3.58K +$3.58K +34 New
SIS
667
Sound Income Strategies
Florida
$3.16K – – –
FMB
668
Field & Main Bank
Kentucky
$3.16K – – –
IA
669
IFS Advisors
Kansas
$3.16K – – –
WIM
670
Westside Investment Management
California
$3.04K – – –
MCM
671
MV Capital Management
Maryland
$2.95K +$2.95K +28 New
KWM
672
Kiker Wealth Management
Georgia
$2.84K +$2.84K +27 New
HIP
673
HUB Investment Partners
Texas
$2.84K +$2.84K +27 New
ACM
674
Accent Capital Management
Ohio
$2.74K +$2.74K +26 New
VWA
675
Valued Wealth Advisors
Utah
$2.42K – – –
25 26
27
28 29