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749 hedge funds and large institutions have $13.7B invested in Okta in 2025 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 286 increasing their positions, 251 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 251

11% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 103

0% more funds holding

Funds holding: 748749 (+1)

3.64% less ownership

Funds ownership: 93.25%89.61% (-3.6%)

11% less call options, than puts

Call options by funds: $681M | Put options by funds: $761M

12% less capital invested

Capital invested by funds: $15.6B → $13.7B (-$1.83B)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
749
Holders Change
+1
Holders Change %
+0.13%
% of All Funds
9.83%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
114
Increased
286
Reduced
251
Closed
103
Calls
$681M
Puts
$761M
Net Calls
-$80.3M
Net Calls Change
+$160M
Name Holding Trade Value Shares
Change
Change in
Stake
FLFS
701
Family Legacy Financial Solutions
North Carolina
$3.76K
TCOV
702
Trust Company of Vermont
Vermont
$3.3K
PFA
703
Pathway Financial Advisers
Indiana
$3.12K +$3.17K +34 New
EWP
704
Elevation Wealth Partners
California
$2.94K +$2.99K +32 New
SIS
705
Sound Income Strategies
Florida
$2.81K
FMB
706
Field & Main Bank
Kentucky
$2.75K
IA
707
IFS Advisors
Kansas
$2.75K
AWM
708
Activest Wealth Management
Florida
$2.66K -$373 -4 -12%
CH
709
Cromwell Holdings
Wyoming
$2.57K +$1.68K +18 +180%
CPG
710
Cornerstone Planning Group
New Jersey
$2.2K +$934 +10 +167%
DPW
711
DiNuzzo Private Wealth
Pennsylvania
$2.13K +$93 +1 +5%
VWA
712
Valued Wealth Advisors
Utah
$2.11K
GEA
713
Glen Eagle Advisors
New Jersey
$2.11K +$1.21K +13 +130%
AW
714
Avion Wealth
Texas
$2K +$467 +5 +25%
FMP
715
Financial Management Professionals
Texas
$1.47K -$560 -6 -27%
FWM
716
FSA Wealth Management
Massachusetts
$1.19K
MCM
717
MV Capital Management
Maryland
$1.1K +$560 +6 +100%
PWA
718
Principia Wealth Advisory
Texas
$1.01K
CCM
719
Cloud Capital Management
Washington
$1K +$1.96K +21 New
PS
720
PayPay Securities
Japan
$978 +$467 +5 +83%
BLC
721
Brown, Lisle/Cummings
Rhode Island
$943
BCH
722
Berkshire Capital Holdings
California
$917
BC
723
Barrett & Company
Rhode Island
$917 +$934 +10 New
ME
724
McIlrath & Eck
Washington
$917 +$934 +10 New
BWL
725
Bogart Wealth LLC
Virginia
$825

OKTA Hedge Fund Activity: Q3 2025 in Review

749 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Okta (OKTA) for Q3 2025, worth a combined $13.7B — down 12% from $15.6B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new OKTA positions and 103 closed out — a net gain of 11 holders — while 286 added to existing stakes and 251 trimmed.

The largest buyer was Squarepoint, adding an estimated $158M. The largest seller was Fidelity Investments, cutting an estimated $598M.

  • 749 institutional investors held Okta (OKTA) as of Q3 2025, up from 748 in Q2 2025.
  • Funds reported $13.7B of Okta stock for Q3 2025, down 12% quarter-over-quarter.
  • 114 funds opened new Okta positions in Q3 2025 and 103 closed out, a net change of +11 holders.
  • The largest Okta buyer in Q3 2025 was Squarepoint, an estimated $158M added.
  • The largest Okta seller in Q3 2025 was Fidelity Investments, an estimated $598M sold.

Based on aggregated 13F filings for Q3 2025.