740 hedge funds and large institutions have $15.5B invested in Okta in 2025 Q2 according to their latest regulatory filings, with 149 funds opening new positions, 299 increasing their positions, 219 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
740
Holders Change
+15
Holders Change %
+2.07%
% of All Funds
9.92%
Holding in Top 10
11
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-38.89%
% of All Funds
0.15%
New
149
Increased
299
Reduced
219
Closed
124
Calls
$564M
Puts
$804M
Net Calls
-$240M
Net Calls Change
-$260M
Name Holding Trade Value Shares
Change
Shares
Change %
SIC
701
SJS Investment Consulting
Ohio
$1.5K -$800 -8 -35%
FWM
702
FSA Wealth Management
Massachusetts
$1.3K
SO
703
Sierra Ocean
California
$1.2K -$3.1K -31 -72%
PWA
704
Physician Wealth Advisors
Utah
$1.2K +$1K +10 +500%
KG
705
Kilter Group
New York
$1.2K +$1.2K +12 New
CT
706
Clearstead Trust
Maine
$1.1K -$100 -1 -8%
PWA
707
Principia Wealth Advisory
Texas
$1.1K +$300 +3 +38%
BLC
708
Brown, Lisle/Cummings
Rhode Island
$1.03K
BCH
709
Berkshire Capital Holdings
California
$1K
GEA
710
Glen Eagle Advisors
New Jersey
$1K
CH
711
Cromwell Holdings
Wyoming
$1K +$200 +2 +25%
NC
712
NewSquare Capital
Pennsylvania
$1K +$1K +10 New
UCB
713
United Community Bank
South Carolina
$1K +$1K +10 New
RA
714
Rise Advisors
New York
$1K +$1K +10 New
BWL
715
Bogart Wealth LLC
Virginia
$900 +$900 +9 New
KB
716
Kimelman & Baird
New York
$800
HIA
717
HFM Investment Advisors
New Jersey
$800 +$400 +4 +100%
PWMG
718
Prestige Wealth Management Group
New Jersey
$800 +$800 +8 New
CTA
719
Colonial Trust Advisors
South Carolina
$700
PWM
720
Parkworth Wealth Management
California
$700 +$300 +3 +75%
BHWM
721
Bay Harbor Wealth Management
Maryland
$699 +$300 +3 +75%
MCM
722
MV Capital Management
Maryland
$600 -$2.2K -22 -79%
PS
723
PayPay Securities
Japan
$600
TIM
724
Tortoise Investment Management
New York
$600 +$400 +4 +200%
RWM
725
Rialto Wealth Management
New York
$600 +$600 +6 New