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
BA
826
Bridgewater Advisors
New York
LIM
827
Leavell Investment Management
Alabama
CPA
828
Capital Performance Advisors
California
FMLI
829
Fukoku Mutual Life Insurance
Japan
JFGIW
830
Johnson Financial Group Inc (Wisconsin)
Wisconsin
CF
831
Corebridge Financial
Texas
LFM
832
LGT Fund Management
Liechtenstein
WSC
833
Wellington Shields & Co
New York
CCM
834
Coldstream Capital Management
Washington
WSCM
835
Wellington Shields Capital Management
New York
SVCP
836
Silicon Valley Capital Partners
California
PHK
837
Point72 Hong Kong
Hong Kong
HCP
838
Hexagon Capital Partners
Arkansas
WF
839
Wayfinding Financial
Washington
WPWM
840
Western Pacific Wealth Management
Illinois
TCPG
841
Trivant Custom Portfolio Group
California
HIIFS
842
Harel Insurance Investments & Financial Services
Israel
TSMHT
843
Thurston Springer Miller Herd & Titak
Indiana
Fuller & Thaler Asset Management
844
Fuller & Thaler Asset Management
California
BBPWM
845
Blue Bell Private Wealth Management
Pennsylvania
MG
846
Mather Group
Illinois
SCB
847
Saudi Central Bank
Saudi Arabia
CWC
848
Carolinas Wealth Consulting
North Carolina
HCM
849
Hollencrest Capital Management
California
HIP
850
HUB Investment Partners
Texas