732 hedge funds and large institutions have $13.7B invested in Okta in 2025 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 278 increasing their positions, 246 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:

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
732
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
FMP
701
Financial Management Professionals
Texas
$1.47K
FWM
702
FSA Wealth Management
Massachusetts
$1.19K
CCM
703
Cloud Capital Management
Washington
$1K
PS
704
PayPay Securities
Japan
$978
BLC
705
Brown, Lisle/Cummings
Rhode Island
$943
BCH
706
Berkshire Capital Holdings
California
$917
BC
707
Barrett & Company
Rhode Island
$917
ME
708
McIlrath & Eck
Washington
$917
BWL
709
Bogart Wealth LLC
Virginia
$825
BHWM
710
Bay Harbor Wealth Management
Maryland
$825
CIAS
711
CBIZ Investment Advisory Services
Ohio
$734
KB
712
Kimelman & Baird
New York
$734
HIA
713
HFM Investment Advisors
New Jersey
$642
CTA
714
Colonial Trust Advisors
South Carolina
$642
RWM
715
Rialto Wealth Management
New York
$551
TIM
716
Tortoise Investment Management
New York
$550
DWM
717
Darwin Wealth Management
Florida
$550
CMA
718
Cedar Mountain Advisors
Oregon
$459
WW
719
Winnow Wealth
Texas
$368
DF
720
DecisionPoint Financial
Arizona
$367
WA
721
WPG Advisers
Maryland
$367
BHWM
722
Beaird Harris Wealth Management
Texas
$281
VFM
723
Vision Financial Markets
Connecticut
$276
SA
724
Seneschal Advisors
Washington
$276
ACM
725
Anfield Capital Management
California
$275