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748 hedge funds and large institutions have $15.6B invested in Okta in 2025 Q2 according to their latest regulatory filings, with 150 funds opening new positions, 303 increasing their positions, 220 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 220

19% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 126

5.03% more ownership

Funds ownership: 88.23%93.25% (+5%)

2% more funds holding

Funds holding: 732748 (+16)

1% more capital invested

Capital invested by funds: $15.4B → $15.6B (+$189M)

30% less call options, than puts

Call options by funds: $564M | Put options by funds: $804M

39% less funds holding in top 10

Funds holding in top 10: 1811 (-7)

Holders
748
Holders Change
+16
Holders Change %
+2.19%
% of All Funds
9.85%
Holding in Top 10
11
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-38.89%
% of All Funds
0.14%
New
150
Increased
303
Reduced
220
Closed
126
Calls
$564M
Puts
$804M
Net Calls
-$240M
Net Calls Change
-$260M
Name Holding Trade Value Shares
Change
Change in
Stake
APW
651
Aventura Private Wealth
Florida
$16.6K
HFM
652
Harvest Fund Management
China
$16K -$1.12M -10,453 -99%
TFIPS
653
Towarzystwo Funduszy Inwestycyjnych PZU SA
$16K -$316K -2,960 -95%
WTA
654
Washington Trust Advisors
Massachusetts
$15.5K -$2.03K -19 -11%
CIBC Private Wealth Group
655
CIBC Private Wealth Group
Georgia
$15.2K -$33.2K -311 -67%
HI
656
Harbour Investments
Wisconsin
$14.9K -$11.9K -111 -43%
FP
657
Financial Perspectives
Minnesota
$14.7K
WWM
658
Wolff Wiese Magana
California
$14.6K -$10.7K -100 -41%
GCM
659
Glynn Capital Management
California
$14.2K +$15.2K +142 New
HWP
660
Highline Wealth Partners
California
$14K
TWC
661
TD Waterhouse Canada
Ontario, Canada
$13.9K
MYIA
662
Mount Yale Investment Advisors
Colorado
$13.7K +$14.6K +137 New
BGAI
663
Bruce G. Allen Investments
Colorado
$13.6K
FMII
664
Farmers & Merchants Investments Inc
Nebraska
$13.2K +$14.1K +132 New
HWM
665
Hemington Wealth Management
Virginia
$13K +$748 +7 +6%
ACM
666
Accent Capital Management
Ohio
$12K +$10K +94 +362%
WT
667
Whittier Trust
California
$11.5K
TFGT
668
TS Financial Group (TSFG)
Illinois
$11K
BIA
669
Bell Investment Advisors
California
$10.3K +$107 +1 +1%
AA
670
Addison Advisors
Vermont
$10K
TCM
671
Tradewinds Capital Management
Washington
$10K +$10.7K +100 New
SWM
672
Shelton Wealth Management
Texas
$9.6K +$10.3K +96 New
PWMG
673
Private Wealth Management Group
New Jersey
$9.3K +$1.07K +10 +12%
BTI
674
Blue Trust Inc
Georgia
$9K +$1.18K +11 +14%
TPWA
675
Twin Peaks Wealth Advisors
California
$8.66K +$10.4K +97 New

OKTA Hedge Fund Activity: Q2 2025 in Review

748 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Okta (OKTA) for Q2 2025, worth a combined $15.6B — up 1.2% from $15.4B a quarter earlier.

Buyers outnumbered sellers: 150 funds opened new OKTA positions and 126 closed out — a net gain of 24 holders — while 303 added to existing stakes and 220 trimmed.

The largest buyer was BlackRock, adding an estimated $878M. The largest seller was Fidelity Investments, cutting an estimated $502M.

  • 748 institutional investors held Okta (OKTA) as of Q2 2025, up from 732 in Q1 2025.
  • Funds reported $15.6B of Okta stock for Q2 2025, up 1.2% quarter-over-quarter.
  • 150 funds opened new Okta positions in Q2 2025 and 126 closed out, a net change of +24 holders.
  • The largest Okta buyer in Q2 2025 was BlackRock, an estimated $878M added.
  • The largest Okta seller in Q2 2025 was Fidelity Investments, an estimated $502M sold.

Based on aggregated 13F filings for Q2 2025.