740 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, 283 increasing their positions, 248 reducing their positions, and 104 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:

less 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
740
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
WWM
651
Wolff Wiese Magana
California
$13.4K
GCM
652
Glynn Capital Management
California
$13K
HWM
653
Hemington Wealth Management
Virginia
$13K
OP
654
ORG Partners
Indiana
$12.9K
FMII
655
Farmers & Merchants Investments Inc
Nebraska
$12.8K
BGAI
656
Bruce G. Allen Investments
Colorado
$12.5K
CFO
657
CVA Family Office
Colorado
$12K
TFGT
658
TS Financial Group (TSFG)
Illinois
$11K
HI
659
Harbour Investments
Wisconsin
$10.6K
FHC
660
First Horizon Corporation
Tennessee
$10.4K
GLF
661
Groupe la Francaise
France
$9.99K
TWC
662
TD Waterhouse Canada
Ontario, Canada
$9.55K
MAS
663
MPWM Advisory Solutions
Georgia
$9.45K
AF
664
Advisornet Financial
Minnesota
$9.45K
BCM
665
Berbice Capital Management
New York
$9.17K
AP
666
Aspect Partners
Virginia
$8.99K
ACM
667
Accent Capital Management
Ohio
$8.62K
BIA
668
Bell Investment Advisors
California
$8.53K
PWMG
669
Private Wealth Management Group
New Jersey
$8.53K
TFA
670
Transamerica Financial Advisors
Florida
$7.43K
BTI
671
Blue Trust Inc
Georgia
$7.24K
AUB
672
Atlantic Union Bankshares
Virginia
$6.7K
WT
673
Whittier Trust
California
$6.53K
HWP
674
Highline Wealth Partners
California
$6.51K
AA
675
Addison Advisors
Vermont
$6.42K