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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
GM
826
GeoWealth Management
Illinois
-$136K -1,357 Closed
BIG
827
Brooklyn Investment Group
New York
-$133K -1,334 Closed
LS
828
Livforsakringsbolaget Skandia
Sweden
-$130K -1,300 Closed
OIAM
829
OFI Invest Asset Management
France
-$83.5K -980 Closed
VSQM
830
V-Square Quantitative Management
Illinois
-$50.4K -504 Closed
KWM
831
Kiker Wealth Management
Georgia
-$34K -340 Closed
MYIA
832
Mount Yale Investment Advisors
Colorado
-$13.7K -137 Closed
TCM
833
Tradewinds Capital Management
Washington
-$10K -100 Closed
TPWA
834
Twin Peaks Wealth Advisors
California
-$8.66K -97 Closed
SWM
835
Shelton Wealth Management
Texas
-$9.6K -96 Closed
LFA
836
LGT Financial Advisors
Texas
-$7.5K -75 Closed
GC
837
Garde Capital
Washington
-$6.5K -65 Closed
TIM
838
Total Investment Management
Arizona
-$5K -50 Closed
PSFG
839
Park Square Financial Group
Georgia
-$4K -40 Closed
MSWA
840
Marshall & Sterling Wealth Advisors
New York
-$3.9K -39 Closed
CW
841
Curio Wealth
Maryland
-$2.2K -22 Closed
SO
842
Sierra Ocean
California
-$1.2K -12 Closed
CT
843
Clearstead Trust
Maine
-$1.1K -11 Closed
NC
844
NewSquare Capital
Pennsylvania
-$1K -10 Closed
RA
845
Rise Advisors
New York
-$1K -10 Closed
UCB
846
United Community Bank
South Carolina
-$1K -10 Closed
PWMG
847
Prestige Wealth Management Group
New Jersey
-$800 -8 Closed
KFI
848
Key Financial Inc
Pennsylvania
-$500 -5 Closed
T
849
Tidemark
California
-$500 -5 Closed
WCM
850
WealthTrak Capital Management
Virginia
-$500 -5 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.