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Okta
OKTA

Overview Fund Activity

724 hedge funds and large institutions have $15.1B invested in Okta in 2025 Q1 according to their latest regulatory filings, with 166 funds opening new positions, 280 increasing their positions, 203 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
724
Holders Change
+65
Holders Change %
+9.86%
% of All Funds
9.83%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.24%
New
166
Increased
280
Reduced
203
Closed
92
Calls
$811M
Puts
$792M
Net Calls
+$19.5M
Net Calls Change
-$95.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$416M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$298M
3
Alkeon Capital Management
Alkeon Capital Management
New York
+$200M
4
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$190M
5
Bank of America
Bank of America
North Carolina
+$189M

Top Sellers

1
Marshall Wace
Marshall Wace
United Kingdom
-$281M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$222M
3
ACH
ArrowMark Colorado Holdings
Colorado
-$153M
4
CIP
Champlain Investment Partners
Vermont
-$136M
5
Millennium Management
Millennium Management
New York
-$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
676
SJS Investment Consulting
Ohio
$2.42K – – –
GFPC
677
Global Financial Private Client
Florida
$2.42K +$1.79K +17 +283%
CIAM
678
Caitong International Asset Management
Hong Kong
$2.32K -$136K -1,288 -98%
FFO
679
Fortitude Family Office
Arizona
$2.32K – – –
DPW
680
DiNuzzo Private Wealth
Pennsylvania
$2.32K – – –
PAM
681
Parvin Asset Management
South Dakota
$2.21K -$421 -4 -16%
SIC
682
Salem Investment Counselors
North Carolina
$2.21K +$2.21K +21 New
CW
683
Curio Wealth
Maryland
$1.73K +$1.73K +1 New
FMP
684
Financial Management Professionals
Texas
$1.68K – – –
CIAS
685
CBIZ Investment Advisory Services
Ohio
$1.47K +$1.47K +14 New
CA
686
Continuum Advisory
Idaho
$1.37K – – –
FWM
687
FSA Wealth Management
Massachusetts
$1.37K – – –
CT
688
Clearstead Trust
Maine
$1.26K +$1.26K +12 New
SFG
689
Stonebridge Financial Group
Pennsylvania
$1.16K +$105 +1 +10%
AssetMark Inc
690
AssetMark Inc
California
$1.06K -$422 -4 -29%
MMCM
691
Murphy & Mullick Capital Management
New York
$1.05K – – –
GEA
692
Glen Eagle Advisors
New Jersey
$1.05K – – –
ME
693
McIlrath & Eck
Washington
$1.05K – – –
BCH
694
Berkshire Capital Holdings
California
$1.05K – – –
BLC
695
Brown, Lisle/Cummings
Rhode Island
$1.05K +$1.05K +10 New
CPG
696
Cornerstone Planning Group
New Jersey
$983 +$688 +7 +233%
KB
697
Kimelman & Baird
New York
$842 – – –
CWA
698
Carolina Wealth Advisors
South Carolina
$842 – – –
CH
699
Cromwell Holdings
Wyoming
$842 +$842 +8 New
ZBNA
700
Zions Bancorporation, National Association
Utah
$842 +$842 +8 New
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