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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
Royal Bank of Canada
101
Royal Bank of Canada
Ontario, Canada
$17.8M +$5.59M +52,371 +42%
NC
102
Nicholas Company
Wisconsin
$17.2M
IAM
103
Ion Asset Management
Israel
$16.7M -$3.15M -29,529 -15%
STA
104
Summit Trail Advisors
New York
$16.1M +$17.2M +161,166 New
IC
105
IEQ Capital
California
$16.1M +$4M +37,475 +30%
DnB Asset Management
106
DnB Asset Management
Norway
$16M +$1.07M +10,062 +7%
State Board of Administration of Florida Retirement System
107
State Board of Administration of Florida Retirement System
Florida
$15.4M +$256K +2,400 +2%
Bank of Montreal
108
Bank of Montreal
Ontario, Canada
$15.3M +$2.04M +19,127 +14%
PI
109
PineBridge Investments
New York
$15.1M -$3.23M -30,249 -17%
HAM
110
Harber Asset Management
North Carolina
$15.1M -$391K -3,661 -2%
NW
111
NewEdge Wealth
Pennsylvania
$15M -$2.19M -20,486 -11%
CP
112
CenterBook Partners
Connecticut
$14.7M +$13.8M +129,319 +730%
Asset Management One
113
Asset Management One
Japan
$14.7M +$397K +3,714 +3%
Mitsubishi UFJ Asset Management
114
Mitsubishi UFJ Asset Management
Japan
$14.6M +$1.21M +11,362 +8%
Susquehanna International Group
115
Susquehanna International Group
Pennsylvania
$14.2M -$42.3M -396,506 -74%
SO
116
STRS Ohio
Ohio
$14.2M +$15.2M +141,946 New
TSM
117
Two Star Manager
Florida
$13.8M +$2.64M +24,712 +22%
Zurich Cantonal Bank
118
Zurich Cantonal Bank
Switzerland
$13.5M -$2.05M -19,181 -12%
FCH
119
Freestone Capital Holdings
Washington
$13.5M -$538K -5,042 -4%
Allianz Asset Management
120
Allianz Asset Management
Germany
$13.2M -$823K -7,702 -6%
TAM
121
Thematics Asset Management
France
$13M +$224K +2,100 +2%
Citadel Advisors
122
Citadel Advisors
Florida
$12.7M -$77.2M -723,230 -85%
SGM
123
Sellaronda Global Management
New York
$12.5M +$4.27M +40,000 +47%
PCMC
124
Paragon Capital Management (Colorado)
Colorado
$12.4M
Rockefeller Capital Management
125
Rockefeller Capital Management
New York
$12.4M +$1.68M +15,763 +15%

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.