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736 hedge funds and large institutions have $13.2B invested in Okta in 2025 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 239 increasing their positions, 290 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

9% less call options, than puts

Call options by funds: $576M | Put options by funds: $631M

2% less funds holding

Funds holding: 749736 (-13)

18% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 290

Holders
736
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
$576M
Puts
$631M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
676
Sound Income Strategies
Florida
$2.69K
GWM
677
Greenline Wealth Management
Florida
$2.68K
AEPWM
678
Atlantic Edge Private Wealth Management
Florida
$2.6K
FMB
679
Field & Main Bank
Kentucky
$2.59K
IA
680
IFS Advisors
Kansas
$2.59K
SL
681
Salomon & Ludwin
Virginia
$2.37K
IBOK
682
Independence Bank of Kentucky
Kentucky
$2.33K
PWMG
683
Prestige Wealth Management Group
New Jersey
$2.16K
HNW
684
High Note Wealth
Minnesota
$2.08K
KFG
685
Kingdom Financial Group
Arizona
$2.08K
AUB
686
Atlantic Union Bankshares
Virginia
$1.99K
VWA
687
Valued Wealth Advisors
Utah
$1.99K
DPW
688
DiNuzzo Private Wealth
Pennsylvania
$1.9K
S
689
Sachetta
Massachusetts
$1.82K
ACM
690
Aster Capital Management
United Arab Emirates
$1.73K
CFM
691
Cornerstone Financial Management
Massachusetts
$1.73K
WWA
692
Wealth Watch Advisors
Colorado
$1.64K
CH
693
Cromwell Holdings
Wyoming
$1.47K
FMP
694
Financial Management Professionals
Texas
$1.38K
SWP
695
Strategic Wealth Partners
Ohio
$1.38K
SGK
696
Steigerwald Gordon & Koch
Virginia
$1.21K
BHWM
697
Bay Harbor Wealth Management
Maryland
$1.21K
PS
698
PayPay Securities
Japan
$1.12K
TPBG
699
Turning Point Benefit Group
Maryland
$1.12K
AWM
700
Activest Wealth Management
Florida
$1.04K