734 hedge funds and large institutions have $13.2B invested in Okta in 2025 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 239 increasing their positions, 289 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

9% less call options, than puts

Call options by funds: $576M | Put options by funds: $631M

2% less funds holding

Funds holding: 748734 (-14)

17% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 289

Holders
734
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
$576M
Puts
$631M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PL
776
Perpetual Ltd
Australia
KCM
777
Kornitzer Capital Management
Kansas
TF
778
Trek Financial
Arizona
HVCM
779
Hel Ved Capital Management
Hong Kong
IPW
780
Impact Partnership Wealth
Georgia
FPAS
781
Focus Partners Advisor Solutions
Missouri
SCI
782
Stableford Capital II
Arizona
AIM
783
Avity Investment Management
Connecticut
FC
784
Fore Capital
New York
KLCM
785
KG&L Capital Management
Louisiana
PCA
786
Pallas Capital Advisors
Massachusetts
PCM
787
Prelude Capital Management
New York
USCWA
788
U.S. Capital Wealth Advisors
Texas
SCP
789
Sender Company & Partners
New York
LAM
790
LECAP Asset Management
United Kingdom
BAAM
791
Baker Avenue Asset Management
California
AC
792
Armistice Capital
New York
GGS
793
Galvin Gaustad & Stein
Arizona
BJL
794
Brighton Jones LLC
Washington
LOAMU
795
Lombard Odier Asset Management (USA)
New York
IGAM
796
iA Global Asset Management
Quebec, Canada
PCIA
797
Prime Capital Investment Advisors
Kansas
RCM
798
Requisite Capital Management
Texas
OTL
799
Oak Thistle LLC
New York
FFM
800
Fullerton Fund Management
Singapore