742 hedge funds and large institutions have $15.5B invested in Okta in 2025 Q2 according to their latest regulatory filings, with 151 funds opening new positions, 298 increasing their positions, 219 reducing their positions, and 125 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:

more ownership

Funds ownership:

more funds holding

Funds holding:

3% more capital invested

Capital invested by funds: $15.1B → $15.5B (+$403M)

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
742
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$564M
Puts
$804M
Net Calls
Net Calls Change

Top Sellers

1 -$470M
2 -$211M
3 -$152M
4
EC
Eminence Capital
New York
-$150M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$113M
Name Holding Trade Value Shares
Change
Change in
Stake
MOS
801
MGO One Seven
Ohio
AWA
802
Arete Wealth Advisors
Illinois
PWP
803
Private Wealth Partners
California
EWA
804
Exencial Wealth Advisors
Oklahoma
JFG
805
Jefferies Financial Group
New York
KAM
806
Kazazian Asset Management
Florida
PWM
807
Prosperity Wealth Management
California
MCM
808
Moore Capital Management
New York
GL
809
Graypoint LLC
New York
PIC
810
Portland Investment Counsel
Ontario, Canada
HWM
811
HB Wealth Management
Georgia
JF
812
Jump Financial
Illinois
FC
813
Farringdon Capital
United Kingdom
BAAM
814
Baker Avenue Asset Management
California
MWM
815
Mindset Wealth Management
Indiana
CAM
816
Claret Asset Management
Quebec, Canada
JGC
817
J. Goldman & Co
New York
WEG
818
World Equity Group
Illinois
NWA
819
New World Advisors
Massachusetts
MWM
820
Mission Wealth Management
California
VFA
821
Valeo Financial Advisors
Indiana
TWPM
822
Total Wealth Planning & Management
Florida
VWM
823
Venturi Wealth Management
Texas
SCA
824
Snowden Capital Advisors
New York
FFP
825
FourThought Financial Partners
Florida