742 hedge funds and large institutions have $15.5B invested in Okta in 2025 Q2 according to their latest regulatory filings, with 151 funds opening new positions, 298 increasing their positions, 219 reducing their positions, and 125 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:

more ownership

Funds ownership:

more funds holding

Funds holding:

3% more capital invested

Capital invested by funds: $15.1B → $15.5B (+$403M)

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
742
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$564M
Puts
$804M
Net Calls
Net Calls Change

Top Sellers

1 -$470M
2 -$211M
3 -$152M
4
EC
Eminence Capital
New York
-$150M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$113M
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
726
Tortoise Investment Management
New York
$600
RWM
727
Rialto Wealth Management
New York
$600
DWM
728
Darwin Wealth Management
Florida
$599
CPG
729
Cornerstone Planning Group
New Jersey
$576
KFI
730
Key Financial Inc
Pennsylvania
$500
T
731
Tidemark
California
$500
ACA
732
American Capital Advisory
Idaho
$500
WCM
733
WealthTrak Capital Management
Virginia
$500
BHWM
734
Beaird Harris Wealth Management
Texas
$500
WA
735
WPG Advisers
Maryland
$400
DF
736
DecisionPoint Financial
Arizona
$395
VFM
737
Vision Financial Markets
Connecticut
$300
CFP
738
Comprehensive Financial Planning
Pennsylvania
$200
QWM
739
Quaker Wealth Management
New Jersey
$200
TFM
740
TFC Financial Management
Massachusetts
$100
SC
741
Stephens Consulting
Michigan
$100
Arrowstreet Capital
742
Arrowstreet Capital
Massachusetts
Tudor Investment Corp
743
Tudor Investment Corp
Connecticut
Capital Fund Management (CFM)
744
Capital Fund Management (CFM)
France
SCM
745
Shapiro Capital Management
Georgia
TI
746
Trexquant Investment
Connecticut
ACH
747
ArrowMark Colorado Holdings
Colorado
GAM
748
Goldentree Asset Management
New York
Two Sigma Advisers
749
Two Sigma Advisers
New York
Point72 Asset Management
750
Point72 Asset Management
Connecticut