732 hedge funds and large institutions have $13.7B invested in Okta in 2025 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 278 increasing their positions, 246 reducing their positions, and 103 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
732
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
S
676
Sachetta
Massachusetts
$5.04K
CAM
677
Close Asset Management
United Kingdom
$5K
FFO
678
Fortitude Family Office
Arizona
$4.86K
OC
679
Oakworth Capital
Alabama
$4.68K
SAM
680
Sherman Asset Management
California
$4.58K
FFWM
681
Future Financial Wealth Management
Ohio
$4.58K
HNW
682
High Note Wealth
Minnesota
$4.58K
PWA
683
Physician Wealth Advisors
Utah
$4.49K
JWM
684
JPL Wealth Management
Colorado
$4.22K
WCM
685
Winthrop Capital Management
Indiana
$4K
BFS
686
Bare Financial Services
Pennsylvania
$3.94K
FLFS
687
Family Legacy Financial Solutions
North Carolina
$3.76K
TCOV
688
Trust Company of Vermont
Vermont
$3.3K
PFA
689
Pathway Financial Advisers
Indiana
$3.12K
EWP
690
Elevation Wealth Partners
California
$2.94K
SIS
691
Sound Income Strategies
Florida
$2.81K
FMB
692
Field & Main Bank
Kentucky
$2.75K
IA
693
IFS Advisors
Kansas
$2.75K
AWM
694
Activest Wealth Management
Florida
$2.66K
CH
695
Cromwell Holdings
Wyoming
$2.57K
CPG
696
Cornerstone Planning Group
New Jersey
$2.2K
DPW
697
DiNuzzo Private Wealth
Pennsylvania
$2.13K
VWA
698
Valued Wealth Advisors
Utah
$2.11K
GEA
699
Glen Eagle Advisors
New Jersey
$2.11K
AW
700
Avion Wealth
Texas
$2K