740 hedge funds and large institutions have $15.5B invested in Okta in 2025 Q2 according to their latest regulatory filings, with 149 funds opening new positions, 299 increasing their positions, 219 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
740
Holders Change
+15
Holders Change %
+2.07%
% of All Funds
9.92%
Holding in Top 10
11
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-38.89%
% of All Funds
0.15%
New
149
Increased
299
Reduced
219
Closed
124
Calls
$564M
Puts
$804M
Net Calls
-$240M
Net Calls Change
-$260M
Name Holding Trade Value Shares
Change
Shares
Change %
DWM
726
Darwin Wealth Management
Florida
$599
CPG
727
Cornerstone Planning Group
New Jersey
$576 -$384 -4 -40%
T
728
Tidemark
California
$500
KFI
729
Key Financial Inc
Pennsylvania
$500
ACA
730
American Capital Advisory
Idaho
$500 +$300 +3 +150%
WCM
731
WealthTrak Capital Management
Virginia
$500 +$300 +3 +150%
BHWM
732
Beaird Harris Wealth Management
Texas
$500 +$500 +5 New
WA
733
WPG Advisers
Maryland
$400
DF
734
DecisionPoint Financial
Arizona
$395 +$395 +4 New
VFM
735
Vision Financial Markets
Connecticut
$300
CFP
736
Comprehensive Financial Planning
Pennsylvania
$200 +$200 +2 New
QWM
737
Quaker Wealth Management
New Jersey
$200 +$200 +2 New
SC
738
Stephens Consulting
Michigan
$100 +$100 +1 New
TFM
739
TFC Financial Management
Massachusetts
$100 +$100 +1 New
Arrowstreet Capital
740
Arrowstreet Capital
Massachusetts
-$98.1M -932,701 Closed
Tudor Investment Corp
741
Tudor Investment Corp
Connecticut
-$50.9M -483,343 Closed
Capital Fund Management (CFM)
742
Capital Fund Management (CFM)
France
-$50.1M -476,306 Closed
SCM
743
Shapiro Capital Management
Georgia
-$42M -399,346 Closed
TI
744
Trexquant Investment
Connecticut
-$23.5M -223,304 Closed
ACH
745
ArrowMark Colorado Holdings
Colorado
-$20.6M -196,018 Closed
GAM
746
Goldentree Asset Management
New York
-$20.5M -195,294 Closed
Two Sigma Advisers
747
Two Sigma Advisers
New York
-$15M -142,160 Closed
Point72 Asset Management
748
Point72 Asset Management
Connecticut
-$13.3M -125,956 Closed
Nomura Holdings
749
Nomura Holdings
Japan
-$13.1M -124,877 Closed
WorldQuant Millennium Advisors
750
WorldQuant Millennium Advisors
New York
-$12.7M -120,418 Closed