725 hedge funds and large institutions have $13.1B invested in Okta in 2025 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 236 increasing their positions, 287 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

9% less call options, than puts

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

3% less funds holding

Funds holding: 744725 (-19)

18% less repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 287

Holders
725
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
BWL
701
Bogart Wealth LLC
Virginia
$519
DWM
702
Darwin Wealth Management
Florida
$518
JFGIW
703
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$433
KG
704
Kilter Group
New York
$433
PWA
705
Principia Wealth Advisory
Texas
$432
CMA
706
Cedar Mountain Advisors
Oregon
$432
T
707
Tidemark
California
$432
DF
708
DecisionPoint Financial
Arizona
$346
WA
709
WPG Advisers
Maryland
$346
CPG
710
Cornerstone Planning Group
New Jersey
$272
BHWM
711
Beaird Harris Wealth Management
Texas
$265
VFM
712
Vision Financial Markets
Connecticut
$260
SA
713
Seneschal Advisors
Washington
$260
ACM
714
Anfield Capital Management
California
$259
DCM
715
Davis Capital Management
Florida
$259
QWM
716
Quaker Wealth Management
New Jersey
$173
CTC
717
Central Trust Company
Missouri
$173
TFA
718
Toth Financial Advisory
Virginia
$173
CFP
719
Comprehensive Financial Planning
Pennsylvania
$172
DF
720
Dunhill Financial
United Kingdom
$158
MCM
721
MV Capital Management
Maryland
$87
WW
722
Winnow Wealth
Texas
$87
GIA
723
GHP Investment Advisors
Colorado
$87
TFM
724
TFC Financial Management
Massachusetts
$87
MMCM
725
Murphy & Mullick Capital Management
New York
$86