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748 hedge funds and large institutions have $15.6B invested in Okta in 2025 Q2 according to their latest regulatory filings, with 150 funds opening new positions, 303 increasing their positions, 220 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 220

19% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 126

5.03% more ownership

Funds ownership: 88.23%93.25% (+5%)

2% more funds holding

Funds holding: 732748 (+16)

1% more capital invested

Capital invested by funds: $15.4B → $15.6B (+$189M)

30% less call options, than puts

Call options by funds: $564M | Put options by funds: $804M

39% less funds holding in top 10

Funds holding in top 10: 1811 (-7)

Holders
748
Holders Change
+16
Holders Change %
+2.19%
% of All Funds
9.85%
Holding in Top 10
11
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-38.89%
% of All Funds
0.14%
New
150
Increased
303
Reduced
220
Closed
126
Calls
$564M
Puts
$804M
Net Calls
-$240M
Net Calls Change
-$260M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
676
Berbice Capital Management
New York
$7.5K +$8.01K +75 New
LFA
677
LGT Financial Advisors
Texas
$7.5K +$8.01K +75 New
BCM
678
Boreal Capital Management
Florida
$7.5K +$8.01K +75 New
SL
679
Salomon & Ludwin
Virginia
$7.36K +$8.01K +75 New
CT
680
Colonial Trust
South Carolina
$6.7K +$2.24K +21 +46%
SC
681
SouthState Corp
Florida
$6.6K -$11.1K -104 -61%
GC
682
Garde Capital
Washington
$6.5K
CAM
683
Close Asset Management
United Kingdom
$6K
FFO
684
Fortitude Family Office
Arizona
$5.9K +$3.95K +37 +168%
GWS
685
Greykasell Wealth Strategies
California
$5.5K +$5.87K +55 New
AUB
686
Atlantic Union Bankshares
Virginia
$5.2K +$5.55K +52 New
WCM
687
Winthrop Capital Management
Indiana
$5K
FFWM
688
Future Financial Wealth Management
Ohio
$5K -$32K -300 -86%
TIM
689
Total Investment Management
Arizona
$5K +$5.34K +50 New
SAM
690
Sherman Asset Management
California
$5K +$5.34K +50 New
ETC
691
Exchange Traded Concepts
Oklahoma
$4.9K +$5.23K +49 New
HNW
692
High Note Wealth
Minnesota
$4.5K +$4.81K +45 New
FLFS
693
Family Legacy Financial Solutions
North Carolina
$4.1K +$4.38K +41 New
PSFG
694
Park Square Financial Group
Georgia
$4K +$4.27K +40 New
MSWA
695
Marshall & Sterling Wealth Advisors
New York
$3.9K +$4.17K +39 New
TCOV
696
Trust Company of Vermont
Vermont
$3.6K
AWM
697
Activest Wealth Management
Florida
$3.3K -$107 -1 -3%
S
698
Sachetta
Massachusetts
$3.1K -$1.07K -10 -24%
CAWM
699
Capital A Wealth Management
Pennsylvania
$3.08K +$3.63K +34 New
FMB
700
Field & Main Bank
Kentucky
$3K

OKTA Hedge Fund Activity: Q2 2025 in Review

748 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Okta (OKTA) for Q2 2025, worth a combined $15.6B — up 1.2% from $15.4B a quarter earlier.

Buyers outnumbered sellers: 150 funds opened new OKTA positions and 126 closed out — a net gain of 24 holders — while 303 added to existing stakes and 220 trimmed.

The largest buyer was BlackRock, adding an estimated $878M. The largest seller was Fidelity Investments, cutting an estimated $502M.

  • 748 institutional investors held Okta (OKTA) as of Q2 2025, up from 732 in Q1 2025.
  • Funds reported $15.6B of Okta stock for Q2 2025, up 1.2% quarter-over-quarter.
  • 150 funds opened new Okta positions in Q2 2025 and 126 closed out, a net change of +24 holders.
  • The largest Okta buyer in Q2 2025 was BlackRock, an estimated $878M added.
  • The largest Okta seller in Q2 2025 was Fidelity Investments, an estimated $502M sold.

Based on aggregated 13F filings for Q2 2025.