745 hedge funds and large institutions have $13.7B invested in Okta in 2025 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 284 increasing their positions, 250 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:

more 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
745
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
HWP
676
Highline Wealth Partners
California
$6.51K
AA
677
Addison Advisors
Vermont
$6.42K
SA
678
Strategic Advocates
Utah
$6.24K
CT
679
Colonial Trust
South Carolina
$6.14K
SL
680
Salomon & Ludwin
Virginia
$5.97K
MAM
681
Marquette Asset Management
Minnesota
$5.87K
SC
682
SouthState Corp
Florida
$5.69K
MG
683
Mather Group
Illinois
$5.67K
KFA
684
Kelleher Financial Advisors
New York
$5.5K
GWS
685
Greykasell Wealth Strategies
California
$5.04K
S
686
Sachetta
Massachusetts
$5.04K
CAM
687
Close Asset Management
United Kingdom
$5K
FFO
688
Fortitude Family Office
Arizona
$4.86K
OC
689
Oakworth Capital
Alabama
$4.68K
SAM
690
Sherman Asset Management
California
$4.58K
FFWM
691
Future Financial Wealth Management
Ohio
$4.58K
HNW
692
High Note Wealth
Minnesota
$4.58K
PWA
693
Physician Wealth Advisors
Utah
$4.49K
JWM
694
JPL Wealth Management
Colorado
$4.22K
WCM
695
Winthrop Capital Management
Indiana
$4K
BFS
696
Bare Financial Services
Pennsylvania
$3.94K
FLFS
697
Family Legacy Financial Solutions
North Carolina
$3.76K
TCOV
698
Trust Company of Vermont
Vermont
$3.3K
PFA
699
Pathway Financial Advisers
Indiana
$3.12K
EWP
700
Elevation Wealth Partners
California
$2.94K