745 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, 284 increasing their positions, 250 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:

more 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
745
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
SIS
701
Sound Income Strategies
Florida
$2.81K
FMB
702
Field & Main Bank
Kentucky
$2.75K
IA
703
IFS Advisors
Kansas
$2.75K
AWM
704
Activest Wealth Management
Florida
$2.66K
CH
705
Cromwell Holdings
Wyoming
$2.57K
CPG
706
Cornerstone Planning Group
New Jersey
$2.2K
DPW
707
DiNuzzo Private Wealth
Pennsylvania
$2.13K
VWA
708
Valued Wealth Advisors
Utah
$2.11K
GEA
709
Glen Eagle Advisors
New Jersey
$2.11K
AW
710
Avion Wealth
Texas
$2K
FMP
711
Financial Management Professionals
Texas
$1.47K
FWM
712
FSA Wealth Management
Massachusetts
$1.19K
MCM
713
MV Capital Management
Maryland
$1.1K
PWA
714
Principia Wealth Advisory
Texas
$1.01K
CCM
715
Cloud Capital Management
Washington
$1K
PS
716
PayPay Securities
Japan
$978
BLC
717
Brown, Lisle/Cummings
Rhode Island
$943
BCH
718
Berkshire Capital Holdings
California
$917
ME
719
McIlrath & Eck
Washington
$917
BC
720
Barrett & Company
Rhode Island
$917
BWL
721
Bogart Wealth LLC
Virginia
$825
BHWM
722
Bay Harbor Wealth Management
Maryland
$825
CIAS
723
CBIZ Investment Advisory Services
Ohio
$734
KB
724
Kimelman & Baird
New York
$734
HIA
725
HFM Investment Advisors
New Jersey
$642