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730 hedge funds and large institutions have $12.4B invested in Okta in 2026 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 298 increasing their positions, 217 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 298 | Existing positions reduced: 217

3.38% more ownership

Funds ownership: 89.83%93.21% (+3.4%)

7% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 98

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

1% less funds holding

Funds holding: 736730 (-6)

6% less capital invested

Capital invested by funds: $13.2B → $12.4B (-$749M)

11% less call options, than puts

Call options by funds: $506M | Put options by funds: $568M

Holders
730
Holders Change
-6
Holders Change %
-0.82%
% of All Funds
8.99%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
105
Increased
298
Reduced
217
Closed
98
Calls
$506M
Puts
$568M
Net Calls
-$62.5M
Net Calls Change
-$8.27M
Name Holding Trade Value Shares
Change
Change in
Stake
LAS
676
Lloyd Advisory Services
Georgia
$1.89K +$1.99K +24 New
MWM
677
Mosley Wealth Management
California
$1.83K +$1.66K +20 New
VWA
678
Valued Wealth Advisors
Utah
$1.81K
MG
679
Mather Group
Illinois
$1.8K +$1.91K +23 New
DPW
680
DiNuzzo Private Wealth
Pennsylvania
$1.65K -$83 -1 -5%
S
681
Sachetta
Massachusetts
$1.65K
CFM
682
Cornerstone Financial Management
Massachusetts
$1.65K +$83 +1 +5%
SC
683
SouthState Corp
Florida
$1.5K -$3.65K -44 -70%
FMP
684
Financial Management Professionals
Texas
$1.26K
SWP
685
Strategic Wealth Partners
Ohio
$1.26K
TPWA
686
Twin Peaks Wealth Advisors
California
$1.18K +$1.25K +15 New
DF
687
Dunhill Financial
United Kingdom
$1.17K +$996 +12 +600%
RWM
688
Rialto Wealth Management
New York
$1.1K +$166 +2 +17%
CPG
689
Cornerstone Planning Group
New Jersey
$1.09K +$913 +11 +367%
TM
690
Torren Management
California
$1.02K -$29.4K -354 -96%
BHWM
691
Bay Harbor Wealth Management
Maryland
$1.02K -$83 -1 -7%
AW
692
Avion Wealth
Texas
$1K -$249 -3 -19%
PS
693
PayPay Securities
Japan
$864 -$83 -1 -8%
ACA
694
American Capital Advisory
Idaho
$788 +$830 +10 New
MAFA
695
MJT & Associates Financial Advisory
Minnesota
$788 +$830 +10 New
GSWM
696
Golden State Wealth Management
California
$787 -$1.83K -22 -69%
BC
697
Barrett & Company
Rhode Island
$787
BCH
698
Berkshire Capital Holdings
California
$787
GEA
699
Glen Eagle Advisors
New Jersey
$787
ME
700
McIlrath & Eck
Washington
$787