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Okta
OKTA

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: 732 → 748 (+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: 18 → 11 (-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

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$878M
2
State Street
State Street
Massachusetts
+$249M
3
JP Morgan Chase
JP Morgan Chase
New York
+$142M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$123M
5
SP
ShawSpring Partners
Massachusetts
+$102M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$502M
2
WRCM
Whale Rock Capital Management
Massachusetts
-$225M
3
Alkeon Capital Management
Alkeon Capital Management
New York
-$162M
4
EC
Eminence Capital
New York
-$161M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$121M
Name Holding Trade Value Shares
Change 		Change in
Stake
PP
776
PDT Partners
New York
– -$2.17M -20,600 Closed
APC
777
Alta Park Capital
California
– -$2.09M -19,824 Closed
RWM
778
Rezny Wealth Management
Florida
– -$2.08M -19,780 Closed
GIPM
779
G2 Investment Partners Management
New York
– -$1.89M -18,000 Closed
SCM
780
Semanteon Capital Management
Massachusetts
– -$1.44M -13,716 Closed
Calamos Advisors
781
Calamos Advisors
Illinois
– -$1.34M -12,739 Closed
AIM
782
Aigen Investment Management
New York
– -$1.1M -10,447 Closed
ET
783
Entropy Technologies
New York
– -$1.07M -10,136 Closed
FCM
784
Fieldview Capital Management
Michigan
– -$931K -8,850 Closed
HVCM
785
Hel Ved Capital Management
Hong Kong
– -$930K -8,840 Closed
AWM
786
Accurate Wealth Management
Florida
– -$873K -8,571 Closed
AG
787
Algert Global
California
– -$890K -8,459 Closed
ALMGDA
788
AG2R La Mondiale Gestion d'Actifs
France
– -$861K -8,346 Closed
TC
789
TownSquare Capital
Utah
– -$863K -8,202 Closed
GCP
790
GSA Capital Partners
United Kingdom
– -$861K -8,180 Closed
MC
791
Machina Capital
France
– -$813K -7,727 Closed
MC
792
MIG Capital
California
– -$793K -7,539 Closed
BC
793
Bridgefront Capital
Texas
– -$777K -7,388 Closed
ACM
794
Aster Capital Management
United Arab Emirates
– -$637K -7,036 Closed
BA
795
Bristlecone Advisors
Washington
– -$699K -6,644 Closed
CAM
796
Cresset Asset Management
Illinois
– -$658K -6,255 Closed
AC
797
Allstate Corporation
Illinois
– -$584K -5,546 Closed
KJHP
798
K.J. Harrison & Partners
Ontario, Canada
– -$579K -5,500 Closed
TSS
799
Two Sigma Securities
New York
– -$571K -5,424 Closed
AWA
800
Alta Wealth Advisors
Massachusetts
– -$534K -5,071 Closed
30 31
32
33 34

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.