728 hedge funds and large institutions have $12.4B invested in Okta in 2026 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 296 increasing their positions, 216 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

1% less funds holding

Funds holding: 734728 (-6)

6% less capital invested

Capital invested by funds: $13.2B → $12.4B (-$768M)

11% less call options, than puts

Call options by funds: $506M | Put options by funds: $568M

Holders
728
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
$506M
Puts
$568M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
801
Cura Wealth Advisors
Illinois
AWM
802
Apollon Wealth Management
South Carolina
CAM
803
Cresset Asset Management
Illinois
NO
804
Ninety One
South Africa
CF
805
Centaurus Financial
California
MA
806
Modus Advisors
Minnesota
PH
807
Pinnacle Holdings
Oklahoma
AAM
808
Alphadyne Asset Management
New York
BOJHT
809
Bank of Jackson Hole Trust
Wyoming
HFM
810
Harvest Fund Management
China
LWANC
811
Laurel Wealth Advisors (North Carolina)
North Carolina
EW
812
Elyxium Wealth
California
WT
813
Whittier Trust
California
SA
814
Strategic Advocates
Utah
GWS
815
Greykasell Wealth Strategies
California
GWM
816
Greenline Wealth Management
Florida
AEPWM
817
Atlantic Edge Private Wealth Management
Florida
IBOK
818
Independence Bank of Kentucky
Kentucky
PWMG
819
Prestige Wealth Management Group
New Jersey
ACM
820
Aster Capital Management
United Arab Emirates
WWA
821
Wealth Watch Advisors
Colorado
SGK
822
Steigerwald Gordon & Koch
Virginia
TPBG
823
Turning Point Benefit Group
Maryland
VWWMG
824
Vermillion & White Wealth Management Group
Pennsylvania
TFM
825
TFC Financial Management
Massachusetts