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749 hedge funds and large institutions have $13.7B invested in Okta in 2025 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 286 increasing their positions, 251 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 251

11% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 103

0% more funds holding

Funds holding: 748749 (+1)

3.64% less ownership

Funds ownership: 93.25%89.61% (-3.6%)

11% less call options, than puts

Call options by funds: $681M | Put options by funds: $761M

12% less capital invested

Capital invested by funds: $15.6B → $13.7B (-$1.83B)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
749
Holders Change
+1
Holders Change %
+0.13%
% of All Funds
9.83%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
114
Increased
286
Reduced
251
Closed
103
Calls
$681M
Puts
$761M
Net Calls
-$80.3M
Net Calls Change
+$160M
Name Holding Trade Value Shares
Change
Change in
Stake
FRA
801
Frank Rimerman Advisors
California
-$434K -4,340 Closed
AWM
802
Avior Wealth Management
Nebraska
-$379K -3,793 Closed
NRD
803
Nebula Research & Development
New York
-$349K -3,489 Closed
CT
804
Chicago Trust
Illinois
-$337K -3,374 Closed
EC
805
EntryPoint Capital
New York
-$323K -3,229 Closed
MFG
806
Menard Financial Group
Texas
-$319K -3,190 Closed
SW
807
SkyOak Wealth
Michigan
-$315K -3,150 Closed
AV
808
Alamea Verwaltungs
New Jersey
-$287K -2,866 Closed
TI
809
TrueMark Investments
Illinois
-$261K -2,613 Closed
AIM
810
Aspen Investment Management
Michigan
-$257K -2,574 Closed
RS
811
R Squared
Hong Kong
-$246K -2,460 Closed
SCP
812
Sivia Capital Partners
California
-$244K -2,443 Closed
SCP
813
Silverleafe Capital Partners
Tennessee
-$240K -2,400 Closed
PWA
814
Prairie Wealth Advisors
Nebraska
-$233K -2,335 Closed
MA
815
Mutual Advisors
Nebraska
-$235K -2,328 Closed
Los Angeles Capital Management
816
Los Angeles Capital Management
California
-$226K -2,263 Closed
PM
817
Parametrica Management
Hong Kong
-$225K -2,246 Closed
QIM
818
Quantitative Investment Management
Virginia
-$223K -2,237 Closed
GT
819
Greenleaf Trust
Michigan
-$216K -2,163 Closed
BCA
820
Bay Colony Advisors
Massachusetts
-$210K -2,100 Closed
FIM
821
Freedom Investment Management
Connecticut
-$210K -2,098 Closed
AC
822
AWM Capital
Arizona
-$209K -2,091 Closed
UFF
823
USA Financial Formulas
Michigan
-$207K -2,072 Closed
AC
824
Avestar Capital
New York
-$207K -2,068 Closed
RB
825
Rodgers Brothers
Pennsylvania
-$201K -2,010 Closed

OKTA Hedge Fund Activity: Q3 2025 in Review

749 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Okta (OKTA) for Q3 2025, worth a combined $13.7B — down 12% from $15.6B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new OKTA positions and 103 closed out — a net gain of 11 holders — while 286 added to existing stakes and 251 trimmed.

The largest buyer was Squarepoint, adding an estimated $158M. The largest seller was Fidelity Investments, cutting an estimated $598M.

  • 749 institutional investors held Okta (OKTA) as of Q3 2025, up from 748 in Q2 2025.
  • Funds reported $13.7B of Okta stock for Q3 2025, down 12% quarter-over-quarter.
  • 114 funds opened new Okta positions in Q3 2025 and 103 closed out, a net change of +11 holders.
  • The largest Okta buyer in Q3 2025 was Squarepoint, an estimated $158M added.
  • The largest Okta seller in Q3 2025 was Fidelity Investments, an estimated $598M sold.

Based on aggregated 13F filings for Q3 2025.