740 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, 247 reducing their positions, and 104 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:

less 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
740
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
SA
676
Strategic Advocates
Utah
$6.24K
CT
677
Colonial Trust
South Carolina
$6.14K
SL
678
Salomon & Ludwin
Virginia
$5.97K
MAM
679
Marquette Asset Management
Minnesota
$5.87K
SC
680
SouthState Corp
Florida
$5.69K
MG
681
Mather Group
Illinois
$5.67K
KFA
682
Kelleher Financial Advisors
New York
$5.5K
GWS
683
Greykasell Wealth Strategies
California
$5.04K
S
684
Sachetta
Massachusetts
$5.04K
CAM
685
Close Asset Management
United Kingdom
$5K
FFO
686
Fortitude Family Office
Arizona
$4.86K
OC
687
Oakworth Capital
Alabama
$4.68K
SAM
688
Sherman Asset Management
California
$4.58K
FFWM
689
Future Financial Wealth Management
Ohio
$4.58K
HNW
690
High Note Wealth
Minnesota
$4.58K
PWA
691
Physician Wealth Advisors
Utah
$4.49K
JWM
692
JPL Wealth Management
Colorado
$4.22K
WCM
693
Winthrop Capital Management
Indiana
$4K
BFS
694
Bare Financial Services
Pennsylvania
$3.94K
FLFS
695
Family Legacy Financial Solutions
North Carolina
$3.76K
TCOV
696
Trust Company of Vermont
Vermont
$3.3K
PFA
697
Pathway Financial Advisers
Indiana
$3.12K
EWP
698
Elevation Wealth Partners
California
$2.94K
SIS
699
Sound Income Strategies
Florida
$2.81K
IA
700
IFS Advisors
Kansas
$2.75K