We are live on ! Find out more

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
PCH
151
Polar Capital Holdings
United Kingdom
$9.11M +$9.74M +91,155 New
New York State Common Retirement Fund
152
New York State Common Retirement Fund
New York
$8.97M +$267K +2,500 +3%
MOACM
153
Mutual of America Capital Management
New York
$8.78M +$8.88M +83,129 +1,752%
HRCM
154
Hood River Capital Management
Florida
$8.77M +$374K +3,499 +4%
Envestnet Asset Management
155
Envestnet Asset Management
Illinois
$8.75M -$927K -8,677 -9%
Vontobel Holding
156
Vontobel Holding
Switzerland
$8.4M -$11.9M -111,831 -57%
ECM
157
ExodusPoint Capital Management
New York
$8.2M -$1.61M -15,109 -16%
FCM
158
Frontier Capital Management
Massachusetts
$8.08M -$6.96M -65,162 -45%
HNB
159
Huntington National Bank
Ohio
$8.06M -$34K -318 -0.4%
CAM
160
Congress Asset Management
Massachusetts
$8.02M -$56.3K -527 -0.7%
SG Americas Securities
161
SG Americas Securities
New York
$7.89M +$8.17M +76,534 +3,144%
AB
162
Amalgamated Bank
New York
$7.8M +$7.29M +68,292 +704%
JSA
163
Jacobson & Schmitt Advisors
Wisconsin
$7.7M +$130K +1,216 +2%
Treasurer of the State of North Carolina
164
Treasurer of the State of North Carolina
North Carolina
$7.69M +$308K +2,880 +4%
Royal London Asset Management
165
Royal London Asset Management
United Kingdom
$7.55M -$366K -3,427 -4%
BPA
166
Beacon Pointe Advisors
California
$7.5M +$562K +5,264 +8%
TAC
167
Twenty Acre Capital
Pennsylvania
$7.38M -$1.3M -12,200 -14%
GIM
168
Granahan Investment Management
Massachusetts
$7.24M +$1.88M +17,575 +32%
Cerity Partners
169
Cerity Partners
New York
$7.22M +$1.06M +9,963 +16%
State of Tennessee, Department of Treasury
170
State of Tennessee, Department of Treasury
Tennessee
$7.15M +$7.64M +71,516 New
Mitsubishi UFJ Trust & Banking
171
Mitsubishi UFJ Trust & Banking
Japan
$7.13M -$43.3K -405 -0.6%
DB
172
Danske Bank
Denmark
$7.01M +$395K +3,702 +6%
Victory Capital Management
173
Victory Capital Management
Texas
$7M +$3.69M +34,507 +97%
KBC Group
174
KBC Group
Belgium
$6.99M -$390K -3,652 -5%
CIA
175
Capital Impact Advisors
Massachusetts
$6.94M +$7.41M +69,410 New

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.