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730 hedge funds and large institutions have $12.4B invested in Okta in 2026 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 298 increasing their positions, 217 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

1% less funds holding

Funds holding: 736730 (-6)

6% less capital invested

Capital invested by funds: $13.2B → $12.4B (-$749M)

11% less call options, than puts

Call options by funds: $506M | Put options by funds: $568M

Holders
730
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
$506M
Puts
$568M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCWM
701
Cassaday & Co Wealth Management
Virginia
$709
PWA
702
Physician Wealth Advisors
Utah
$630
CTA
703
Colonial Trust Advisors
South Carolina
$551
MCM
704
MV Capital Management
Maryland
$473
BFS
705
Bare Financial Services
Pennsylvania
$472
BWL
706
Bogart Wealth LLC
Virginia
$472
DWM
707
Darwin Wealth Management
Florida
$472
CIAM
708
Caitong International Asset Management
Hong Kong
$472
VWM
709
Vermillion Wealth Management
Minnesota
$472
AUB
710
Atlantic Union Bankshares
Virginia
$394
CMA
711
Cedar Mountain Advisors
Oregon
$394
JFGIW
712
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$394
KG
713
Kilter Group
New York
$394
T
714
Tidemark
California
$394
QWM
715
Quaker Wealth Management
New Jersey
$394
DF
716
DecisionPoint Financial
Arizona
$315
WA
717
WPG Advisers
Maryland
$315
BHWM
718
Beaird Harris Wealth Management
Texas
$241
VFM
719
Vision Financial Markets
Connecticut
$237
HIA
720
HFM Investment Advisors
New Jersey
$236
ACM
721
Anfield Capital Management
California
$236
SA
722
Seneschal Advisors
Washington
$158
CTC
723
Central Trust Company
Missouri
$158
TFA
724
Toth Financial Advisory
Virginia
$158
CFP
725
Comprehensive Financial Planning
Pennsylvania
$157