725 hedge funds and large institutions have $13.1B invested in Okta in 2025 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 236 increasing their positions, 287 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

9% less call options, than puts

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

3% less funds holding

Funds holding: 744725 (-19)

18% less repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 287

Holders
725
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
CAM
651
Close Asset Management
United Kingdom
$5K
SIC
652
SJS Investment Consulting
Ohio
$4.76K
GWS
653
Greykasell Wealth Strategies
California
$4.76K
CT
654
Colonial Trust
South Carolina
$4.67K
OC
655
Oakworth Capital
Alabama
$4.41K
TWC
656
TD Waterhouse Canada
Ontario, Canada
$4.32K
SAM
657
Sherman Asset Management
California
$4.32K
WCM
658
Winthrop Capital Management
Indiana
$4K
FPF
659
First Pacific Financial
Washington
$3.89K
HWP
660
Highline Wealth Partners
California
$3.63K
FFO
661
Fortitude Family Office
Arizona
$3.29K
B
662
Bayban
Minnesota
$3.2K
TCOV
663
Trust Company of Vermont
Vermont
$3.11K
NSIM
664
North Star Investment Management
Illinois
$2.85K
GSWM
665
Golden State Wealth Management
California
$2.77K
SIS
666
Sound Income Strategies
Florida
$2.69K
GWM
667
Greenline Wealth Management
Florida
$2.68K
AEPWM
668
Atlantic Edge Private Wealth Management
Florida
$2.6K
FMB
669
Field & Main Bank
Kentucky
$2.59K
IA
670
IFS Advisors
Kansas
$2.59K
SL
671
Salomon & Ludwin
Virginia
$2.37K
IBOK
672
Independence Bank of Kentucky
Kentucky
$2.33K
PWMG
673
Prestige Wealth Management Group
New Jersey
$2.16K
HNW
674
High Note Wealth
Minnesota
$2.08K
KFG
675
Kingdom Financial Group
Arizona
$2.08K