740 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, 247 reducing their positions, and 104 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:

less 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 (-$1.84B)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
740
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
CMA
726
Cedar Mountain Advisors
Oregon
$459
WW
727
Winnow Wealth
Texas
$368
DF
728
DecisionPoint Financial
Arizona
$367
WA
729
WPG Advisers
Maryland
$367
BHWM
730
Beaird Harris Wealth Management
Texas
$281
VFM
731
Vision Financial Markets
Connecticut
$276
SA
732
Seneschal Advisors
Washington
$276
ACM
733
Anfield Capital Management
California
$275
QWM
734
Quaker Wealth Management
New Jersey
$184
CFP
735
Comprehensive Financial Planning
Pennsylvania
$183
ACA
736
American Capital Advisory
Idaho
$92
TFM
737
TFC Financial Management
Massachusetts
$92
GIA
738
GHP Investment Advisors
Colorado
$92
PAM
739
Palisade Asset Management
Minnesota
$92
TPBG
740
Turning Point Benefit Group
Maryland
$91
Norges Bank
741
Norges Bank
Norway
EC
742
Eminence Capital
New York
BCPEMI
743
Bain Capital Public Equity Management II
Massachusetts
Westfield Capital Management
744
Westfield Capital Management
Massachusetts
Alkeon Capital Management
745
Alkeon Capital Management
New York
ACM
746
Anomaly Capital Management
New York
Sands Capital Management
747
Sands Capital Management
Virginia
BGC
748
Blue Grotto Capital
Georgia
RPI
749
Railway Pension Investments
United Kingdom
TAM
750
Thematics Asset Management
France