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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: 732748 (+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: 1811 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
TSMHT
851
Thurston Springer Miller Herd & Titak
Indiana
-$7.89K -75 Closed
BBPWM
852
Blue Bell Private Wealth Management
Pennsylvania
-$7.47K -71 Closed
MG
853
Mather Group
Illinois
-$6.95K -66 Closed
SCB
854
Saudi Central Bank
Saudi Arabia
-$6.84K -65 Closed
CWC
855
Carolinas Wealth Consulting
North Carolina
-$6.73K -64 Closed
HCM
856
Hollencrest Capital Management
California
-$6.31K -60 Closed
HIP
857
HUB Investment Partners
Texas
-$2.84K -27 Closed
GFPC
858
Global Financial Private Client
Florida
-$2.42K -23 Closed
CIAM
859
Caitong International Asset Management
Hong Kong
-$2.31K -22 Closed
PAM
860
Parvin Asset Management
South Dakota
-$2.21K -21 Closed
SIC
861
Salem Investment Counselors
North Carolina
-$2.21K -21 Closed
CA
862
Continuum Advisory
Idaho
-$1.37K -13 Closed
SFGP
863
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
-$1.16K -11 Closed
ME
864
McIlrath & Eck
Washington
-$1.05K -10 Closed
MMCM
865
Murphy & Mullick Capital Management
New York
-$1.05K -10 Closed
CWA
866
Carolina Wealth Advisors
South Carolina
-$842 -8 Closed
ZBNA
867
Zions Bancorporation, National Association
Utah
-$842 -8 Closed
WW
868
Winnow Wealth
Texas
-$471 -5 Closed
HFS
869
Hughes Financial Services
Virginia
-$419 -4 Closed
WAG
870
Wiser Advisor Group
Arizona
-$421 -4 Closed
HHGA
871
Halbert Hargrove Global Advisors
California
-$316 -3 Closed
CYG
872
Clean Yield Group
Vermont
-$210 -2 Closed
PPA
873
Painted Porch Advisors
California
-$210 -2 Closed

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.