742 hedge funds and large institutions have $15.5B invested in Okta in 2025 Q2 according to their latest regulatory filings, with 151 funds opening new positions, 298 increasing their positions, 219 reducing their positions, and 125 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 ownership

Funds ownership:

more funds holding

Funds holding:

3% more capital invested

Capital invested by funds: $15.1B → $15.5B (+$403M)

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
742
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$564M
Puts
$804M
Net Calls
Net Calls Change

Top Sellers

1 -$470M
2 -$211M
3 -$152M
4
EC
Eminence Capital
New York
-$150M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$113M
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
651
Wolff Wiese Magana
California
$14.6K
GCM
652
Glynn Capital Management
California
$14.2K
HWP
653
Highline Wealth Partners
California
$14K
TWC
654
TD Waterhouse Canada
Ontario, Canada
$13.9K
MYIA
655
Mount Yale Investment Advisors
Colorado
$13.7K
BGAI
656
Bruce G. Allen Investments
Colorado
$13.6K
FMII
657
Farmers & Merchants Investments Inc
Nebraska
$13.2K
HWM
658
Hemington Wealth Management
Virginia
$13K
ACM
659
Accent Capital Management
Ohio
$12K
WT
660
Whittier Trust
California
$11.5K
TFGT
661
TS Financial Group (TSFG)
Illinois
$11K
BIA
662
Bell Investment Advisors
California
$10.3K
AA
663
Addison Advisors
Vermont
$10K
TCM
664
Tradewinds Capital Management
Washington
$10K
SWM
665
Shelton Wealth Management
Texas
$9.6K
PWMG
666
Private Wealth Management Group
New Jersey
$9.3K
BTI
667
Blue Trust Inc
Georgia
$9K
TPWA
668
Twin Peaks Wealth Advisors
California
$8.66K
EPIMS
669
Evelyn Partners Investment Management Services
$8.11K
LFA
670
LGT Financial Advisors
Texas
$7.5K
BCM
671
Berbice Capital Management
New York
$7.5K
BCM
672
Boreal Capital Management
Florida
$7.5K
SL
673
Salomon & Ludwin
Virginia
$7.36K
CT
674
Colonial Trust
South Carolina
$6.7K
SC
675
SouthState Corp
Florida
$6.6K