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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
Aberdeen Group
126
Aberdeen Group
United Kingdom
$10.4M +$241K +2,577 +2%
LPL Financial
127
LPL Financial
California
$10.3M +$1.2M +12,819 +13%
NW
128
NewEdge Wealth
Pennsylvania
$10.3M -$3.95M -42,319 -26%
Ohio Public Employees Retirement System (OPERS)
129
Ohio Public Employees Retirement System (OPERS)
Ohio
$9.83M +$5.2M +55,727 +108%
AAP
130
Ardsley Advisory Partners
Connecticut
$9.72M +$9.9M +106,000 New
GIM
131
Granahan Investment Management
Massachusetts
$9.67M +$3.08M +32,966 +46%
RIM
132
Rakuten Investment Management
Japan
$9.52M +$1.5M +16,022 New
Citigroup
133
Citigroup
New York
$9.41M +$1.07M +11,414 +13%
KK
134
KLP Kapitalforvaltning
Norway
$9.36M +$9.34K +100 +0.1%
CCS
135
Concentric Capital Strategies
Connecticut
$9.15M +$9.31M +99,765 New
RIA
136
RPG Investment Advisory
California
$9M +$621K +6,648 +7%
Manulife (Manufacturers Life Insurance)
137
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.8M -$524K -5,614 -6%
APG Asset Management
138
APG Asset Management
Netherlands
$8.59M
ZIM
139
Zacks Investment Management
Illinois
$8.49M -$803K -8,605 -9%
Envestnet Asset Management
140
Envestnet Asset Management
Illinois
$8.31M +$288K +3,089 +4%
IMC Chicago
141
IMC Chicago
Illinois
$8.29M +$4.22M +45,204 +100%
UBP
142
Union Bancaire Privee
Switzerland
$8.23M -$929K -9,950 -9%
New York State Common Retirement Fund
143
New York State Common Retirement Fund
New York
$8.21M -$18.7K -200 -0.2%
MIM
144
MetLife Investment Management
New Jersey
$8.16M -$371K -3,976 -4%
State of Wisconsin Investment Board
145
State of Wisconsin Investment Board
Wisconsin
$8.05M -$1.54M -16,485 -16%
BCM
146
Bourgeon Capital Management
Connecticut
$7.95M +$8.09M +86,650 New
JSA
147
Jacobson & Schmitt Advisors
Wisconsin
$7.9M +$860K +9,208 +12%
GAM
148
Gotham Asset Management
New York
$7.61M +$6.42M +68,743 +481%
BPA
149
Beacon Pointe Advisors
California
$7.57M +$705K +7,552 +10%
Universal-Beteiligungs- und Servicegesellschaft
150
Universal-Beteiligungs- und Servicegesellschaft
Germany
$7.52M -$2.98M -31,868 -28%

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.