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Okta
OKTA

Overview Fund Activity

725 hedge funds and large institutions have $15.1B invested in Okta in 2025 Q1 according to their latest regulatory filings, with 167 funds opening new positions, 280 increasing their positions, 203 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
725
Holders Change
+66
Holders Change %
+10.02%
% of All Funds
9.85%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.24%
New
167
Increased
280
Reduced
203
Closed
92
Calls
$811M
Puts
$792M
Net Calls
+$19.5M
Net Calls Change
-$95.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$416M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$298M
3
Alkeon Capital Management
Alkeon Capital Management
New York
+$200M
4
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$190M
5
Bank of America
Bank of America
North Carolina
+$189M

Top Sellers

1
Marshall Wace
Marshall Wace
United Kingdom
-$281M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$222M
3
ACH
ArrowMark Colorado Holdings
Colorado
-$153M
4
CIP
Champlain Investment Partners
Vermont
-$136M
5
Millennium Management
Millennium Management
New York
-$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZBNA
701
Zions Bancorporation, National Association
Utah
$842 +$842 +8 New
PWA
702
Principia Wealth Advisory
Texas
$814 – – –
CTA
703
Colonial Trust Advisors
South Carolina
$737 – – –
PS
704
PayPay Securities
Japan
$687 -$687 -6 -50%
WTFG
705
Wood Tarver Financial Group
Idaho
$527 – – –
KFI
706
Key Financial Inc
Pennsylvania
$526 – – –
T
707
Tidemark
California
$526 +$526 +5 New
DWM
708
Darwin Wealth Management
Florida
$472 – – –
WW
709
Winnow Wealth
Texas
$471 +$94 +1 +25%
WAG
710
Wiser Advisor Group
Arizona
$421 -$421 -4 -50%
WA
711
WPG Advisers
Maryland
$421 – – –
PWM
712
Parkworth Wealth Management
California
$421 +$105 +1 +33%
HIA
713
HFM Investment Advisors
New Jersey
$421 +$421 +4 New
BHWM
714
Bay Harbor Wealth Management
Maryland
$420 +$420 +4 New
HFS
715
Hughes Financial Services
Virginia
$419 +$419 +4 New
UB
716
UMB Bank
Missouri
$316 -$13.5K -128 -98%
HHGA
717
Halbert Hargrove Global Advisors
California
$316 +$316 +3 New
VFM
718
Vision Financial Markets
Connecticut
$316 +$316 +3 New
PWA
719
Physician Wealth Advisors
Utah
$211 -$317 -3 -60%
WCM
720
WealthTrak Capital Management
Virginia
$211 +$211 +2 New
ACA
721
American Capital Advisory
Idaho
$211 +$211 +2 New
TIM
722
Tortoise Investment Management
New York
$210 – – –
CYG
723
Clean Yield Group
Vermont
$210 +$210 +2 New
PPA
724
Painted Porch Advisors
California
$210 +$210 +2 New
Norges Bank
725
Norges Bank
Norway
– -$235M -2,982,138 Closed
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