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Okta
OKTA

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: 732 → 748 (+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: 18 → 11 (-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

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$878M
2
State Street
State Street
Massachusetts
+$249M
3
JP Morgan Chase
JP Morgan Chase
New York
+$142M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$123M
5
SP
ShawSpring Partners
Massachusetts
+$102M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$502M
2
WRCM
Whale Rock Capital Management
Massachusetts
-$225M
3
Alkeon Capital Management
Alkeon Capital Management
New York
-$162M
4
EC
Eminence Capital
New York
-$161M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$121M
Name Holding Trade Value Shares
Change 		Change in
Stake
NWA
826
New World Advisors
Massachusetts
– -$230K -2,185 Closed
MWM
827
Mission Wealth Management
California
– -$228K -2,166 Closed
VFA
828
Valeo Financial Advisors
Indiana
– -$221K -2,104 Closed
TWPM
829
Total Wealth Planning & Management
Florida
– -$221K -2,099 Closed
VWM
830
Venturi Wealth Management
Texas
– -$221K -2,098 Closed
SCA
831
Snowden Capital Advisors
New York
– -$218K -2,072 Closed
FFP
832
FourThought Financial Partners
Florida
– -$213K -2,027 Closed
BA
833
Bridgewater Advisors
New York
– -$224K -1,991 Closed
LIM
834
Leavell Investment Management
Alabama
– -$208K -1,975 Closed
CPA
835
Capital Performance Advisors
California
– -$206K -1,954 Closed
FMLI
836
Fukoku Mutual Life Insurance
Japan
– -$203K -1,930 Closed
JFGIW
837
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$199K -1,893 Closed
CF
838
Corebridge Financial
Texas
– -$199K -1,887 Closed
LFM
839
LGT Fund Management
Liechtenstein
– -$137K -1,300 Closed
WSC
840
Wellington Shields & Co
New York
– -$137K -1,300 Closed
CCM
841
Coldstream Capital Management
Washington
– -$125K -1,191 Closed
WSCM
842
Wellington Shields Capital Management
New York
– -$105K -1,000 Closed
SVCP
843
Silicon Valley Capital Partners
California
– -$102K -947 Closed
PHK
844
Point72 Hong Kong
Hong Kong
– -$76.3K -726 Closed
HCP
845
Hexagon Capital Partners
Arkansas
– -$34.5K -328 Closed
WF
846
Wayfinding Financial
Washington
– -$27K -260 Closed
WPWM
847
Western Pacific Wealth Management
Illinois
– -$21K -200 Closed
TCPG
848
Trivant Custom Portfolio Group
California
– -$10.5K -100 Closed
HIIFS
849
Harel Insurance Investments & Financial Services
Israel
– -$9K -90 Closed
Fuller & Thaler Asset Management
850
Fuller & Thaler Asset Management
California
– -$7.89K -75 Closed
31 32 33
34
35

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.