740 hedge funds and large institutions have $15.5B invested in Okta in 2025 Q2 according to their latest regulatory filings, with 149 funds opening new positions, 299 increasing their positions, 219 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
740
Holders Change
+15
Holders Change %
+2.07%
% of All Funds
9.92%
Holding in Top 10
11
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-38.89%
% of All Funds
0.15%
New
149
Increased
299
Reduced
219
Closed
124
Calls
$564M
Puts
$804M
Net Calls
-$240M
Net Calls Change
-$260M
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
801
Exencial Wealth Advisors
Oklahoma
-$345K -3,278 Closed
JFG
802
Jefferies Financial Group
New York
-$317K -3,016 Closed
KAM
803
Kazazian Asset Management
Florida
-$316K -3,000 Closed
PWM
804
Prosperity Wealth Management
California
-$303K -2,880 Closed
MCM
805
Moore Capital Management
New York
-$286K -2,714 Closed
GL
806
Graypoint LLC
New York
-$261K -2,476 Closed
PIC
807
Portland Investment Counsel
Ontario, Canada
-$258K -2,450 Closed
HWM
808
HB Wealth Management
Georgia
-$244K -2,315 Closed
JF
809
Jump Financial
Illinois
-$241K -2,289 Closed
FC
810
Farringdon Capital
United Kingdom
-$238K -2,261 Closed
BAAM
811
Baker Avenue Asset Management
California
-$238K -2,259 Closed
MWM
812
Mindset Wealth Management
Indiana
-$236K -2,247 Closed
CAM
813
Claret Asset Management
Quebec, Canada
-$236K -2,245 Closed
JGC
814
J. Goldman & Co
New York
-$236K -2,240 Closed
WEG
815
World Equity Group
Illinois
-$234K -2,225 Closed
NWA
816
New World Advisors
Massachusetts
-$230K -2,185 Closed
MWM
817
Mission Wealth Management
California
-$228K -2,166 Closed
VFA
818
Valeo Financial Advisors
Indiana
-$221K -2,104 Closed
TWPM
819
Total Wealth Planning & Management
Florida
-$221K -2,099 Closed
VWM
820
Venturi Wealth Management
Texas
-$221K -2,098 Closed
SCA
821
Snowden Capital Advisors
New York
-$218K -2,072 Closed
FFP
822
FourThought Financial Partners
Florida
-$213K -2,027 Closed
BA
823
Bridgewater Advisors
New York
-$224K -1,991 Closed
LIM
824
Leavell Investment Management
Alabama
-$208K -1,975 Closed
CPA
825
Capital Performance Advisors
California
-$206K -1,954 Closed