740 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, 284 increasing their positions, 247 reducing their positions, and 104 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
740
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
TI
801
TrueMark Investments
Illinois
AIM
802
Aspen Investment Management
Michigan
RS
803
R Squared
Hong Kong
SCP
804
Sivia Capital Partners
California
SCP
805
Silverleafe Capital Partners
Tennessee
PWA
806
Prairie Wealth Advisors
Nebraska
MA
807
Mutual Advisors
Nebraska
Los Angeles Capital Management
808
Los Angeles Capital Management
California
PM
809
Parametrica Management
Hong Kong
QIM
810
Quantitative Investment Management
Virginia
GT
811
Greenleaf Trust
Michigan
BCA
812
Bay Colony Advisors
Massachusetts
FIM
813
Freedom Investment Management
Connecticut
AC
814
AWM Capital
Arizona
UFF
815
USA Financial Formulas
Michigan
AC
816
Avestar Capital
New York
RB
817
Rodgers Brothers
Pennsylvania
GM
818
GeoWealth Management
Illinois
BIG
819
Brooklyn Investment Group
New York
LS
820
Livforsakringsbolaget Skandia
Sweden
OIAM
821
OFI Invest Asset Management
France
VSQM
822
V-Square Quantitative Management
Illinois
KWM
823
Kiker Wealth Management
Georgia
MYIA
824
Mount Yale Investment Advisors
Colorado
TCM
825
Tradewinds Capital Management
Washington