742 hedge funds and large institutions have $15.5B invested in Okta in 2025 Q2 according to their latest regulatory filings, with 151 funds opening new positions, 298 increasing their positions, 219 reducing their positions, and 125 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:

more ownership

Funds ownership:

more funds holding

Funds holding:

3% more capital invested

Capital invested by funds: $15.1B → $15.5B (+$403M)

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
742
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$564M
Puts
$804M
Net Calls
Net Calls Change

Top Sellers

1 -$470M
2 -$211M
3 -$152M
4
EC
Eminence Capital
New York
-$150M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$113M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
676
Garde Capital
Washington
$6.5K
CAM
677
Close Asset Management
United Kingdom
$6K
FFO
678
Fortitude Family Office
Arizona
$5.9K
GWS
679
Greykasell Wealth Strategies
California
$5.5K
AUB
680
Atlantic Union Bankshares
Virginia
$5.2K
WCM
681
Winthrop Capital Management
Indiana
$5K
FFWM
682
Future Financial Wealth Management
Ohio
$5K
TIM
683
Total Investment Management
Arizona
$5K
SAM
684
Sherman Asset Management
California
$5K
ETC
685
Exchange Traded Concepts
Oklahoma
$4.9K
HNW
686
High Note Wealth
Minnesota
$4.5K
FLFS
687
Family Legacy Financial Solutions
North Carolina
$4.1K
PSFG
688
Park Square Financial Group
Georgia
$4K
MSWA
689
Marshall & Sterling Wealth Advisors
New York
$3.9K
TCOV
690
Trust Company of Vermont
Vermont
$3.6K
AWM
691
Activest Wealth Management
Florida
$3.3K
S
692
Sachetta
Massachusetts
$3.1K
CAWM
693
Capital A Wealth Management
Pennsylvania
$3.08K
IA
694
IFS Advisors
Kansas
$3K
FMB
695
Field & Main Bank
Kentucky
$3K
SIS
696
Sound Income Strategies
Florida
$3K
VWA
697
Valued Wealth Advisors
Utah
$2.3K
DPW
698
DiNuzzo Private Wealth
Pennsylvania
$2.2K
FMP
699
Financial Management Professionals
Texas
$2.2K
CIAS
700
CBIZ Investment Advisory Services
Ohio
$2.2K