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749 hedge funds and large institutions have $13.7B invested in Okta in 2025 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 286 increasing their positions, 251 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 251

11% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 103

0% more funds holding

Funds holding: 748749 (+1)

3.64% less ownership

Funds ownership: 93.25%89.61% (-3.6%)

11% less call options, than puts

Call options by funds: $681M | Put options by funds: $761M

12% less capital invested

Capital invested by funds: $15.6B → $13.7B (-$1.83B)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
749
Holders Change
+1
Holders Change %
+0.13%
% of All Funds
9.83%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
114
Increased
286
Reduced
251
Closed
103
Calls
$681M
Puts
$761M
Net Calls
-$80.3M
Net Calls Change
+$160M
Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
726
Bay Harbor Wealth Management
Maryland
$825 +$187 +2 +29%
CIAS
727
CBIZ Investment Advisory Services
Ohio
$734 -$1.31K -14 -64%
KB
728
Kimelman & Baird
New York
$734
HIA
729
HFM Investment Advisors
New Jersey
$642 -$93 -1 -13%
CTA
730
Colonial Trust Advisors
South Carolina
$642
RWM
731
Rialto Wealth Management
New York
$551
DWM
732
Darwin Wealth Management
Florida
$550
TIM
733
Tortoise Investment Management
New York
$550
KG
734
Kilter Group
New York
$459 -$654 -7 -58%
CMA
735
Cedar Mountain Advisors
Oregon
$459 +$467 +5 New
WW
736
Winnow Wealth
Texas
$368 +$373 +4 New
DF
737
DecisionPoint Financial
Arizona
$367
WA
738
WPG Advisers
Maryland
$367
BHWM
739
Beaird Harris Wealth Management
Texas
$281 -$187 -2 -40%
VFM
740
Vision Financial Markets
Connecticut
$276
SA
741
Seneschal Advisors
Washington
$276 +$280 +3 New
ACM
742
Anfield Capital Management
California
$275 +$280 +3 New
QWM
743
Quaker Wealth Management
New Jersey
$184
CFP
744
Comprehensive Financial Planning
Pennsylvania
$183
ACA
745
American Capital Advisory
Idaho
$92 -$373 -4 -80%
TFM
746
TFC Financial Management
Massachusetts
$92
GIA
747
GHP Investment Advisors
Colorado
$92 +$93 +1 New
PAM
748
Palisade Asset Management
Minnesota
$92 +$93 +1 New
TPBG
749
Turning Point Benefit Group
Maryland
$91 +$93 +1 New
Norges Bank
750
Norges Bank
Norway
-$212M -2,119,863 Closed

OKTA Hedge Fund Activity: Q3 2025 in Review

749 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Okta (OKTA) for Q3 2025, worth a combined $13.7B — down 12% from $15.6B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new OKTA positions and 103 closed out — a net gain of 11 holders — while 286 added to existing stakes and 251 trimmed.

The largest buyer was Squarepoint, adding an estimated $158M. The largest seller was Fidelity Investments, cutting an estimated $598M.

  • 749 institutional investors held Okta (OKTA) as of Q3 2025, up from 748 in Q2 2025.
  • Funds reported $13.7B of Okta stock for Q3 2025, down 12% quarter-over-quarter.
  • 114 funds opened new Okta positions in Q3 2025 and 103 closed out, a net change of +11 holders.
  • The largest Okta buyer in Q3 2025 was Squarepoint, an estimated $158M added.
  • The largest Okta seller in Q3 2025 was Fidelity Investments, an estimated $598M sold.

Based on aggregated 13F filings for Q3 2025.