We are live on ! Find out more

736 hedge funds and large institutions have $13.2B invested in Okta in 2025 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 239 increasing their positions, 290 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

9% less call options, than puts

Call options by funds: $576M | Put options by funds: $631M

2% less funds holding

Funds holding: 749736 (-13)

18% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 290

Holders
736
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
$576M
Puts
$631M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
651
Boreal Capital Management
Florida
$6.49K
WT
652
Whittier Trust
California
$6.33K
PWMG
653
Private Wealth Management Group
New Jersey
$6.14K
AA
654
Addison Advisors
Vermont
$6.05K
FHC
655
First Horizon Corporation
Tennessee
$5.88K
SA
656
Strategic Advocates
Utah
$5.77K
SC
657
SouthState Corp
Florida
$5.45K
AFC
658
Ares Financial Consulting
California
$5.28K
HC
659
Hurley Capital
New York
$5.28K
KFA
660
Kelleher Financial Advisors
New York
$5.19K
CAM
661
Close Asset Management
United Kingdom
$5K
SIC
662
SJS Investment Consulting
Ohio
$4.76K
GWS
663
Greykasell Wealth Strategies
California
$4.76K
CT
664
Colonial Trust
South Carolina
$4.67K
OC
665
Oakworth Capital
Alabama
$4.41K
TWC
666
TD Waterhouse Canada
Ontario, Canada
$4.32K
SAM
667
Sherman Asset Management
California
$4.32K
WCM
668
Winthrop Capital Management
Indiana
$4K
FPF
669
First Pacific Financial
Washington
$3.89K
HWP
670
Highline Wealth Partners
California
$3.63K
FFO
671
Fortitude Family Office
Arizona
$3.29K
B
672
Bayban
Minnesota
$3.2K
TCOV
673
Trust Company of Vermont
Vermont
$3.11K
NSIM
674
North Star Investment Management
Illinois
$2.85K
GSWM
675
Golden State Wealth Management
California
$2.77K