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748 hedge funds and large institutions have $15.6B invested in Okta in 2025 Q2 according to their latest regulatory filings, with 150 funds opening new positions, 303 increasing their positions, 220 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 220

19% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 126

5.03% more ownership

Funds ownership: 88.23%93.25% (+5%)

2% more funds holding

Funds holding: 732748 (+16)

1% more capital invested

Capital invested by funds: $15.4B → $15.6B (+$189M)

30% less call options, than puts

Call options by funds: $564M | Put options by funds: $804M

39% less funds holding in top 10

Funds holding in top 10: 1811 (-7)

Holders
748
Holders Change
+16
Holders Change %
+2.19%
% of All Funds
9.85%
Holding in Top 10
11
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-38.89%
% of All Funds
0.14%
New
150
Increased
303
Reduced
220
Closed
126
Calls
$564M
Puts
$804M
Net Calls
-$240M
Net Calls Change
-$260M
Name Holding Trade Value Shares
Change
Change in
Stake
OHIS
801
Oak Harvest Investment Services
Texas
-$526K -5,000 Closed
SQA
802
Simon Quick Advisors
New Jersey
-$524K -4,984 Closed
CAU
803
Caxton Associates (UK)
-$518K -4,924 Closed
IWM
804
IHT Wealth Management
Illinois
-$448K -4,262 Closed
DFCM
805
Dark Forest Capital Management
Puerto Rico
-$420K -3,991 Closed
M1FG
806
Mach-1 Financial Group
Arkansas
-$399K -3,790 Closed
CCP
807
Clarity Capital Partners
California
-$379K -3,601 Closed
MOS
808
MGO One Seven
Ohio
-$374K -3,557 Closed
AWA
809
Arete Wealth Advisors
Illinois
-$368K -3,500 Closed
PWP
810
Private Wealth Partners
California
-$363K -3,450 Closed
EWA
811
Exencial Wealth Advisors
Oklahoma
-$345K -3,278 Closed
JFG
812
Jefferies Financial Group
New York
-$317K -3,016 Closed
KAM
813
Kazazian Asset Management
Florida
-$316K -3,000 Closed
PWM
814
Prosperity Wealth Management
California
-$303K -2,880 Closed
MCM
815
Moore Capital Management
New York
-$286K -2,714 Closed
GL
816
Graypoint LLC
New York
-$261K -2,476 Closed
PIC
817
Portland Investment Counsel
Ontario, Canada
-$258K -2,450 Closed
HWM
818
HB Wealth Management
Georgia
-$244K -2,315 Closed
JF
819
Jump Financial
Illinois
-$241K -2,289 Closed
FC
820
Farringdon Capital
United Kingdom
-$238K -2,261 Closed
BAAM
821
Baker Avenue Asset Management
California
-$238K -2,259 Closed
MWM
822
Mindset Wealth Management
Indiana
-$236K -2,247 Closed
CAM
823
Claret Asset Management
Quebec, Canada
-$236K -2,245 Closed
JGC
824
J. Goldman & Co
New York
-$236K -2,240 Closed
WEG
825
World Equity Group
Illinois
-$234K -2,225 Closed

OKTA Hedge Fund Activity: Q2 2025 in Review

748 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Okta (OKTA) for Q2 2025, worth a combined $15.6B — up 1.2% from $15.4B a quarter earlier.

Buyers outnumbered sellers: 150 funds opened new OKTA positions and 126 closed out — a net gain of 24 holders — while 303 added to existing stakes and 220 trimmed.

The largest buyer was BlackRock, adding an estimated $878M. The largest seller was Fidelity Investments, cutting an estimated $502M.

  • 748 institutional investors held Okta (OKTA) as of Q2 2025, up from 732 in Q1 2025.
  • Funds reported $15.6B of Okta stock for Q2 2025, up 1.2% quarter-over-quarter.
  • 150 funds opened new Okta positions in Q2 2025 and 126 closed out, a net change of +24 holders.
  • The largest Okta buyer in Q2 2025 was BlackRock, an estimated $878M added.
  • The largest Okta seller in Q2 2025 was Fidelity Investments, an estimated $502M sold.

Based on aggregated 13F filings for Q2 2025.