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730 hedge funds and large institutions have $12.4B invested in Okta in 2026 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 298 increasing their positions, 217 reducing their positions, and 98 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: 736730 (-6)

6% less capital invested

Capital invested by funds: $13.2B → $12.4B (-$749M)

11% less call options, than puts

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

Holders
730
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
MTIM
801
Marathon Trading Investment Management
Pennsylvania
PGFC
802
Peapack-Gladstone Financial Corp
New Jersey
AWM
803
Apollon Wealth Management
South Carolina
CAM
804
Cresset Asset Management
Illinois
NO
805
Ninety One
South Africa
CF
806
Centaurus Financial
California
MA
807
Modus Advisors
Minnesota
PH
808
Pinnacle Holdings
Oklahoma
AAM
809
Alphadyne Asset Management
New York
BOJHT
810
Bank of Jackson Hole Trust
Wyoming
HFM
811
Harvest Fund Management
China
LWANC
812
Laurel Wealth Advisors (North Carolina)
North Carolina
EW
813
Elyxium Wealth
California
WT
814
Whittier Trust
California
SA
815
Strategic Advocates
Utah
GWS
816
Greykasell Wealth Strategies
California
GWM
817
Greenline Wealth Management
Florida
AEPWM
818
Atlantic Edge Private Wealth Management
Florida
IBOK
819
Independence Bank of Kentucky
Kentucky
PWMG
820
Prestige Wealth Management Group
New Jersey
ACM
821
Aster Capital Management
United Arab Emirates
WWA
822
Wealth Watch Advisors
Colorado
SGK
823
Steigerwald Gordon & Koch
Virginia
TPBG
824
Turning Point Benefit Group
Maryland
VWWMG
825
Vermillion & White Wealth Management Group
Pennsylvania