745 hedge funds and large institutions have $13.7B invested in Okta in 2025 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 284 increasing their positions, 250 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:

more 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
745
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
FP
651
Financial Perspectives
Minnesota
$13.5K
WWM
652
Wolff Wiese Magana
California
$13.4K
GCM
653
Glynn Capital Management
California
$13K
HWM
654
Hemington Wealth Management
Virginia
$13K
OP
655
ORG Partners
Indiana
$12.9K
FMII
656
Farmers & Merchants Investments Inc
Nebraska
$12.8K
BGAI
657
Bruce G. Allen Investments
Colorado
$12.5K
CFO
658
CVA Family Office
Colorado
$12K
TFGT
659
TS Financial Group (TSFG)
Illinois
$11K
HI
660
Harbour Investments
Wisconsin
$10.6K
FHC
661
First Horizon Corporation
Tennessee
$10.4K
GLF
662
Groupe la Francaise
France
$9.99K
TWC
663
TD Waterhouse Canada
Ontario, Canada
$9.55K
MAS
664
MPWM Advisory Solutions
Georgia
$9.45K
AF
665
Advisornet Financial
Minnesota
$9.45K
BCM
666
Berbice Capital Management
New York
$9.17K
AP
667
Aspect Partners
Virginia
$8.99K
ACM
668
Accent Capital Management
Ohio
$8.62K
BIA
669
Bell Investment Advisors
California
$8.53K
PWMG
670
Private Wealth Management Group
New Jersey
$8.53K
TFA
671
Transamerica Financial Advisors
Florida
$7.43K
BTI
672
Blue Trust Inc
Georgia
$7.24K
BCM
673
Boreal Capital Management
Florida
$6.88K
AUB
674
Atlantic Union Bankshares
Virginia
$6.7K
WT
675
Whittier Trust
California
$6.53K