745 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, 284 increasing their positions, 249 reducing their positions, and 103 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 funds holding

Funds holding:

less ownership

Funds ownership:

11% less call options, than puts

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

12% less capital invested

Capital invested by funds: $15.5B → $13.7B (-$1.83B)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
745
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
$681M
Puts
$761M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CTA
726
Colonial Trust Advisors
South Carolina
$642
RWM
727
Rialto Wealth Management
New York
$551
DWM
728
Darwin Wealth Management
Florida
$550
TIM
729
Tortoise Investment Management
New York
$550
KG
730
Kilter Group
New York
$459
CMA
731
Cedar Mountain Advisors
Oregon
$459
WW
732
Winnow Wealth
Texas
$368
WA
733
WPG Advisers
Maryland
$367
DF
734
DecisionPoint Financial
Arizona
$367
BHWM
735
Beaird Harris Wealth Management
Texas
$281
VFM
736
Vision Financial Markets
Connecticut
$276
SA
737
Seneschal Advisors
Washington
$276
ACM
738
Anfield Capital Management
California
$275
QWM
739
Quaker Wealth Management
New Jersey
$184
CFP
740
Comprehensive Financial Planning
Pennsylvania
$183
ACA
741
American Capital Advisory
Idaho
$92
TFM
742
TFC Financial Management
Massachusetts
$92
GIA
743
GHP Investment Advisors
Colorado
$92
PAM
744
Palisade Asset Management
Minnesota
$92
TPBG
745
Turning Point Benefit Group
Maryland
$91
Norges Bank
746
Norges Bank
Norway
EC
747
Eminence Capital
New York
BCPEMI
748
Bain Capital Public Equity Management II
Massachusetts
Westfield Capital Management
749
Westfield Capital Management
Massachusetts
Alkeon Capital Management
750
Alkeon Capital Management
New York