740 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, 247 reducing their positions, and 104 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:

less 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
740
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
FMB
701
Field & Main Bank
Kentucky
$2.75K
AWM
702
Activest Wealth Management
Florida
$2.66K
CH
703
Cromwell Holdings
Wyoming
$2.57K
CPG
704
Cornerstone Planning Group
New Jersey
$2.2K
DPW
705
DiNuzzo Private Wealth
Pennsylvania
$2.13K
VWA
706
Valued Wealth Advisors
Utah
$2.11K
GEA
707
Glen Eagle Advisors
New Jersey
$2.11K
AW
708
Avion Wealth
Texas
$2K
FMP
709
Financial Management Professionals
Texas
$1.47K
FWM
710
FSA Wealth Management
Massachusetts
$1.19K
CCM
711
Cloud Capital Management
Washington
$1K
PS
712
PayPay Securities
Japan
$978
BLC
713
Brown, Lisle/Cummings
Rhode Island
$943
BCH
714
Berkshire Capital Holdings
California
$917
ME
715
McIlrath & Eck
Washington
$917
BC
716
Barrett & Company
Rhode Island
$917
BWL
717
Bogart Wealth LLC
Virginia
$825
BHWM
718
Bay Harbor Wealth Management
Maryland
$825
CIAS
719
CBIZ Investment Advisory Services
Ohio
$734
KB
720
Kimelman & Baird
New York
$734
HIA
721
HFM Investment Advisors
New Jersey
$642
CTA
722
Colonial Trust Advisors
South Carolina
$642
RWM
723
Rialto Wealth Management
New York
$551
DWM
724
Darwin Wealth Management
Florida
$550
TIM
725
Tortoise Investment Management
New York
$550