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748 hedge funds and large institutions have $15.6B invested in Okta in 2025 Q2 according to their latest regulatory filings, with 150 funds opening new positions, 303 increasing their positions, 220 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 220

19% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 126

5.03% more ownership

Funds ownership: 88.23%93.25% (+5%)

2% more funds holding

Funds holding: 732748 (+16)

1% more capital invested

Capital invested by funds: $15.4B → $15.6B (+$189M)

30% less call options, than puts

Call options by funds: $564M | Put options by funds: $804M

39% less funds holding in top 10

Funds holding in top 10: 1811 (-7)

Holders
748
Holders Change
+16
Holders Change %
+2.19%
% of All Funds
9.85%
Holding in Top 10
11
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-38.89%
% of All Funds
0.14%
New
150
Increased
303
Reduced
220
Closed
126
Calls
$564M
Puts
$804M
Net Calls
-$240M
Net Calls Change
-$260M
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
726
Prestige Wealth Management Group
New Jersey
$800 +$854 +8 New
CTA
727
Colonial Trust Advisors
South Carolina
$700
PWM
728
Parkworth Wealth Management
California
$700 +$320 +3 +75%
BHWM
729
Bay Harbor Wealth Management
Maryland
$699 +$320 +3 +75%
MCM
730
MV Capital Management
Maryland
$600 -$2.35K -22 -79%
PS
731
PayPay Securities
Japan
$600
TIM
732
Tortoise Investment Management
New York
$600 +$427 +4 +200%
RWM
733
Rialto Wealth Management
New York
$600 +$641 +6 New
DWM
734
Darwin Wealth Management
Florida
$599
CPG
735
Cornerstone Planning Group
New Jersey
$576 -$427 -4 -40%
KFI
736
Key Financial Inc
Pennsylvania
$500
T
737
Tidemark
California
$500
ACA
738
American Capital Advisory
Idaho
$500 +$320 +3 +150%
WCM
739
WealthTrak Capital Management
Virginia
$500 +$320 +3 +150%
BHWM
740
Beaird Harris Wealth Management
Texas
$500 +$534 +5 New
WA
741
WPG Advisers
Maryland
$400
DF
742
DecisionPoint Financial
Arizona
$395 +$427 +4 New
VFM
743
Vision Financial Markets
Connecticut
$300
CFP
744
Comprehensive Financial Planning
Pennsylvania
$200 +$214 +2 New
QWM
745
Quaker Wealth Management
New Jersey
$200 +$214 +2 New
SC
746
Stephens Consulting
Michigan
$100 +$107 +1 New
TFM
747
TFC Financial Management
Massachusetts
$100 +$107 +1 New
Arrowstreet Capital
748
Arrowstreet Capital
Massachusetts
-$98.1M -932,701 Closed
Tudor Investment Corp
749
Tudor Investment Corp
Connecticut
-$51.6M -483,343 Closed
Capital Fund Management (CFM)
750
Capital Fund Management (CFM)
France
-$50.9M -476,306 Closed

OKTA Hedge Fund Activity: Q2 2025 in Review

748 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Okta (OKTA) for Q2 2025, worth a combined $15.6B — up 1.2% from $15.4B a quarter earlier.

Buyers outnumbered sellers: 150 funds opened new OKTA positions and 126 closed out — a net gain of 24 holders — while 303 added to existing stakes and 220 trimmed.

The largest buyer was BlackRock, adding an estimated $878M. The largest seller was Fidelity Investments, cutting an estimated $502M.

  • 748 institutional investors held Okta (OKTA) as of Q2 2025, up from 732 in Q1 2025.
  • Funds reported $15.6B of Okta stock for Q2 2025, up 1.2% quarter-over-quarter.
  • 150 funds opened new Okta positions in Q2 2025 and 126 closed out, a net change of +24 holders.
  • The largest Okta buyer in Q2 2025 was BlackRock, an estimated $878M added.
  • The largest Okta seller in Q2 2025 was Fidelity Investments, an estimated $502M sold.

Based on aggregated 13F filings for Q2 2025.