732 hedge funds and large institutions have $13.7B invested in Okta in 2025 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 278 increasing their positions, 246 reducing their positions, and 103 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
732
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
PM
801
Parametrica Management
Hong Kong
QIM
802
Quantitative Investment Management
Virginia
GT
803
Greenleaf Trust
Michigan
BCA
804
Bay Colony Advisors
Massachusetts
FIM
805
Freedom Investment Management
Connecticut
AC
806
AWM Capital
Arizona
UFF
807
USA Financial Formulas
Michigan
AC
808
Avestar Capital
New York
RB
809
Rodgers Brothers
Pennsylvania
GM
810
GeoWealth Management
Illinois
BIG
811
Brooklyn Investment Group
New York
LS
812
Livforsakringsbolaget Skandia
Sweden
OIAM
813
OFI Invest Asset Management
France
VSQM
814
V-Square Quantitative Management
Illinois
KWM
815
Kiker Wealth Management
Georgia
MYIA
816
Mount Yale Investment Advisors
Colorado
TCM
817
Tradewinds Capital Management
Washington
TPWA
818
Twin Peaks Wealth Advisors
California
SWM
819
Shelton Wealth Management
Texas
LFA
820
LGT Financial Advisors
Texas
TIM
821
Total Investment Management
Arizona
PSFG
822
Park Square Financial Group
Georgia
MSWA
823
Marshall & Sterling Wealth Advisors
New York
CW
824
Curio Wealth
Maryland
SO
825
Sierra Ocean
California