720 hedge funds and large institutions have $13.1B invested in Okta in 2025 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 235 increasing their positions, 287 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

3% less funds holding

Funds holding: 745720 (-25)

11% less call options, than puts

Call options by funds: $553M | Put options by funds: $622M

18% less repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 287

Holders
720
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
$553M
Puts
$622M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFM
676
Cornerstone Financial Management
Massachusetts
$1.73K
WWA
677
Wealth Watch Advisors
Colorado
$1.64K
CH
678
Cromwell Holdings
Wyoming
$1.47K
FMP
679
Financial Management Professionals
Texas
$1.38K
SGK
680
Steigerwald Gordon & Koch
Virginia
$1.21K
BHWM
681
Bay Harbor Wealth Management
Maryland
$1.21K
PS
682
PayPay Securities
Japan
$1.12K
TPBG
683
Turning Point Benefit Group
Maryland
$1.12K
AWM
684
Activest Wealth Management
Florida
$1.04K
RWM
685
Rialto Wealth Management
New York
$1.04K
AW
686
Avion Wealth
Texas
$1K
BLC
687
Brown, Lisle/Cummings
Rhode Island
$889
GEA
688
Glen Eagle Advisors
New Jersey
$865
BC
689
Barrett & Company
Rhode Island
$865
BCH
690
Berkshire Capital Holdings
California
$865
ME
691
McIlrath & Eck
Washington
$865
BFS
692
Bare Financial Services
Pennsylvania
$692
HIA
693
HFM Investment Advisors
New Jersey
$692
VWWMG
694
Vermillion & White Wealth Management Group
Pennsylvania
$691
CTA
695
Colonial Trust Advisors
South Carolina
$605
BWL
696
Bogart Wealth LLC
Virginia
$519
DWM
697
Darwin Wealth Management
Florida
$518
JFGIW
698
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$433
KG
699
Kilter Group
New York
$433
PWA
700
Principia Wealth Advisory
Texas
$432