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748 hedge funds and large institutions have $15.6B invested in Okta in 2025 Q2 according to their latest regulatory filings, with 150 funds opening new positions, 303 increasing their positions, 220 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 220

19% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 126

5.03% more ownership

Funds ownership: 88.23%93.25% (+5%)

2% more funds holding

Funds holding: 732748 (+16)

1% more capital invested

Capital invested by funds: $15.4B → $15.6B (+$189M)

30% less call options, than puts

Call options by funds: $564M | Put options by funds: $804M

39% less funds holding in top 10

Funds holding in top 10: 1811 (-7)

Holders
748
Holders Change
+16
Holders Change %
+2.19%
% of All Funds
9.85%
Holding in Top 10
11
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-38.89%
% of All Funds
0.14%
New
150
Increased
303
Reduced
220
Closed
126
Calls
$564M
Puts
$804M
Net Calls
-$240M
Net Calls Change
-$260M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
701
IFS Advisors
Kansas
$3K
SIS
702
Sound Income Strategies
Florida
$3K
VWA
703
Valued Wealth Advisors
Utah
$2.3K
DPW
704
DiNuzzo Private Wealth
Pennsylvania
$2.2K
FMP
705
Financial Management Professionals
Texas
$2.2K +$641 +6 +38%
CIAS
706
CBIZ Investment Advisory Services
Ohio
$2.2K +$854 +8 +57%
CW
707
Curio Wealth
Maryland
$2.2K +$2.24K +21 +2,100%
AW
708
Avion Wealth
Texas
$2K +$1.07K +10 +100%
SIC
709
SJS Investment Consulting
Ohio
$1.5K -$854 -8 -35%
FWM
710
FSA Wealth Management
Massachusetts
$1.3K
SO
711
Sierra Ocean
California
$1.2K -$3.31K -31 -72%
PWA
712
Physician Wealth Advisors
Utah
$1.2K +$1.07K +10 +500%
KG
713
Kilter Group
New York
$1.2K +$1.28K +12 New
CT
714
Clearstead Trust
Maine
$1.1K -$107 -1 -8%
PWA
715
Principia Wealth Advisory
Texas
$1.1K +$320 +3 +38%
BLC
716
Brown, Lisle/Cummings
Rhode Island
$1.03K
BCH
717
Berkshire Capital Holdings
California
$1K
GEA
718
Glen Eagle Advisors
New Jersey
$1K
CH
719
Cromwell Holdings
Wyoming
$1K +$214 +2 +25%
NC
720
NewSquare Capital
Pennsylvania
$1K +$1.07K +10 New
RA
721
Rise Advisors
New York
$1K +$1.07K +10 New
UCB
722
United Community Bank
South Carolina
$1K +$1.07K +10 New
BWL
723
Bogart Wealth LLC
Virginia
$900 +$961 +9 New
KB
724
Kimelman & Baird
New York
$800
HIA
725
HFM Investment Advisors
New Jersey
$800 +$427 +4 +100%

OKTA Hedge Fund Activity: Q2 2025 in Review

748 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Okta (OKTA) for Q2 2025, worth a combined $15.6B — up 1.2% from $15.4B a quarter earlier.

Buyers outnumbered sellers: 150 funds opened new OKTA positions and 126 closed out — a net gain of 24 holders — while 303 added to existing stakes and 220 trimmed.

The largest buyer was BlackRock, adding an estimated $878M. The largest seller was Fidelity Investments, cutting an estimated $502M.

  • 748 institutional investors held Okta (OKTA) as of Q2 2025, up from 732 in Q1 2025.
  • Funds reported $15.6B of Okta stock for Q2 2025, up 1.2% quarter-over-quarter.
  • 150 funds opened new Okta positions in Q2 2025 and 126 closed out, a net change of +24 holders.
  • The largest Okta buyer in Q2 2025 was BlackRock, an estimated $878M added.
  • The largest Okta seller in Q2 2025 was Fidelity Investments, an estimated $502M sold.

Based on aggregated 13F filings for Q2 2025.