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736 hedge funds and large institutions have $13.2B invested in Okta in 2025 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 239 increasing their positions, 290 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

9% less call options, than puts

Call options by funds: $576M | Put options by funds: $631M

2% less funds holding

Funds holding: 749736 (-13)

18% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 290

Holders
736
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
$576M
Puts
$631M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
701
Rialto Wealth Management
New York
$1.04K
AW
702
Avion Wealth
Texas
$1K
BLC
703
Brown, Lisle/Cummings
Rhode Island
$889
GEA
704
Glen Eagle Advisors
New Jersey
$865
BC
705
Barrett & Company
Rhode Island
$865
BCH
706
Berkshire Capital Holdings
California
$865
ME
707
McIlrath & Eck
Washington
$865
BFS
708
Bare Financial Services
Pennsylvania
$692
HIA
709
HFM Investment Advisors
New Jersey
$692
VWWMG
710
Vermillion & White Wealth Management Group
Pennsylvania
$691
CTA
711
Colonial Trust Advisors
South Carolina
$605
BWL
712
Bogart Wealth LLC
Virginia
$519
DWM
713
Darwin Wealth Management
Florida
$518
JFGIW
714
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$433
KG
715
Kilter Group
New York
$433
PWA
716
Principia Wealth Advisory
Texas
$432
CMA
717
Cedar Mountain Advisors
Oregon
$432
T
718
Tidemark
California
$432
DF
719
DecisionPoint Financial
Arizona
$346
WA
720
WPG Advisers
Maryland
$346
CPG
721
Cornerstone Planning Group
New Jersey
$272
BHWM
722
Beaird Harris Wealth Management
Texas
$265
SA
723
Seneschal Advisors
Washington
$260
VFM
724
Vision Financial Markets
Connecticut
$260
ACM
725
Anfield Capital Management
California
$259