740 hedge funds and large institutions have $15.5B invested in Okta in 2025 Q2 according to their latest regulatory filings, with 149 funds opening new positions, 299 increasing their positions, 219 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
740
Holders Change
+16
Holders Change %
+2.21%
% of All Funds
9.92%
Holding in Top 10
11
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-38.89%
% of All Funds
0.15%
New
149
Increased
299
Reduced
219
Closed
123
Calls
$564M
Puts
$804M
Net Calls
-$240M
Net Calls Change
-$260M
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
676
Close Asset Management
United Kingdom
$6K
FFO
677
Fortitude Family Office
Arizona
$5.9K +$3.7K +37 +168%
GWS
678
Greykasell Wealth Strategies
California
$5.5K +$5.5K +55 New
AUB
679
Atlantic Union Bankshares
Virginia
$5.2K +$5.2K +52 New
WCM
680
Winthrop Capital Management
Indiana
$5K
FFWM
681
Future Financial Wealth Management
Ohio
$5K -$30K -300 -86%
TIM
682
Total Investment Management
Arizona
$5K +$5K +50 New
SAM
683
Sherman Asset Management
California
$5K +$5K +50 New
ETC
684
Exchange Traded Concepts
Oklahoma
$4.9K +$4.9K +49 New
HNW
685
High Note Wealth
Minnesota
$4.5K +$4.5K +45 New
FLFS
686
Family Legacy Financial Solutions
North Carolina
$4.1K +$4.1K +41 New
PSFG
687
Park Square Financial Group
Georgia
$4K +$4K +40 New
MSWA
688
Marshall & Sterling Wealth Advisors
New York
$3.9K +$3.9K +39 New
TCOV
689
Trust Company of Vermont
Vermont
$3.6K
AWM
690
Activest Wealth Management
Florida
$3.3K -$100 -1 -3%
S
691
Sachetta
Massachusetts
$3.1K -$1K -10 -24%
IA
692
IFS Advisors
Kansas
$3K
FMB
693
Field & Main Bank
Kentucky
$3K
SIS
694
Sound Income Strategies
Florida
$3K
VWA
695
Valued Wealth Advisors
Utah
$2.3K
DPW
696
DiNuzzo Private Wealth
Pennsylvania
$2.2K
FMP
697
Financial Management Professionals
Texas
$2.2K +$600 +6 +38%
CIAS
698
CBIZ Investment Advisory Services
Ohio
$2.2K +$800 +8 +57%
CW
699
Curio Wealth
Maryland
$2.2K +$2.1K +21 +2,100%
AW
700
Avion Wealth
Texas
$2K +$1K +10 +100%