725 hedge funds and large institutions have $13.1B invested in Okta in 2025 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 236 increasing their positions, 287 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

9% less call options, than puts

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

3% less funds holding

Funds holding: 744725 (-19)

18% less repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 287

Holders
725
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
AUB
676
Atlantic Union Bankshares
Virginia
$1.99K
VWA
677
Valued Wealth Advisors
Utah
$1.99K
DPW
678
DiNuzzo Private Wealth
Pennsylvania
$1.9K
S
679
Sachetta
Massachusetts
$1.82K
ACM
680
Aster Capital Management
United Arab Emirates
$1.73K
CFM
681
Cornerstone Financial Management
Massachusetts
$1.73K
WWA
682
Wealth Watch Advisors
Colorado
$1.64K
CH
683
Cromwell Holdings
Wyoming
$1.47K
FMP
684
Financial Management Professionals
Texas
$1.38K
SGK
685
Steigerwald Gordon & Koch
Virginia
$1.21K
BHWM
686
Bay Harbor Wealth Management
Maryland
$1.21K
PS
687
PayPay Securities
Japan
$1.12K
TPBG
688
Turning Point Benefit Group
Maryland
$1.12K
AWM
689
Activest Wealth Management
Florida
$1.04K
RWM
690
Rialto Wealth Management
New York
$1.04K
AW
691
Avion Wealth
Texas
$1K
BLC
692
Brown, Lisle/Cummings
Rhode Island
$889
GEA
693
Glen Eagle Advisors
New Jersey
$865
BCH
694
Berkshire Capital Holdings
California
$865
BC
695
Barrett & Company
Rhode Island
$865
ME
696
McIlrath & Eck
Washington
$865
BFS
697
Bare Financial Services
Pennsylvania
$692
HIA
698
HFM Investment Advisors
New Jersey
$692
VWWMG
699
Vermillion & White Wealth Management Group
Pennsylvania
$691
CTA
700
Colonial Trust Advisors
South Carolina
$605