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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
CCM
776
Campbell Capital Management
Florida
-$2.02M -20,200 Closed
WG
777
Winton Group
United Kingdom
-$1.8M -18,000 Closed
JSSH
778
J. Safra Sarasin Holding
-$1.77M -17,730 Closed
ACMH
779
Andar Capital Management (HK)
Hong Kong
-$1.7M -17,000 Closed
VIA
780
Virtus Investment Advisers
Connecticut
-$1.34M -13,406 Closed
PWM
781
Pinnacle Wealth Management
California
-$1.32M -13,216 Closed
SC
782
SummitTX Capital
Texas
-$1.19M -11,941 Closed
FCM
783
Firsthand Capital Management
California
-$1,000K -10,000 Closed
BPC
784
Bryce Point Capital
New York
-$972K -9,718 Closed
PIWA
785
Prevail Innovative Wealth Advisors
Kansas
-$918K -9,184 Closed
Jennison Associates
786
Jennison Associates
New York
-$900K -8,998 Closed
Holocene Advisors
787
Holocene Advisors
New York
-$899K -8,989 Closed
SRL
788
Scientech Research LLC
New Jersey
-$837K -8,370 Closed
FTUS
789
Flow Traders U.S.
New York
-$809K -8,092 Closed
Axa
790
Axa
France
-$750K -7,507 Closed
TCM
791
Teza Capital Management
Illinois
-$748K -7,486 Closed
OAM
792
Oxford Asset Management
United Kingdom
-$739K -7,388 Closed
GLA
793
Great Lakes Advisors
Illinois
-$674K -6,742 Closed
BS
794
Banco Santander
Spain
-$671K -6,709 Closed
TFS
795
Thoroughbred Financial Services
Tennessee
-$656K -6,569 Closed
LHWM
796
Lake Hills Wealth Management
Texas
-$535K -5,348 Closed
CWM
797
Circle Wealth Management
New Jersey
-$516K -5,164 Closed
JCIA
798
Jackson Creek Investment Advisors
Colorado
-$506K -5,063 Closed
PA
799
PharVision Advisers
Florida
-$488K -4,879 Closed
BFM
800
Boothbay Fund Management
New York
-$442K -4,426 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.