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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
Wolverine Trading
176
Wolverine Trading
Illinois
$6.8M -$330K -3,087 -4%
MFWM
177
Motley Fool Wealth Management
Virginia
$6.64M -$788K -7,376 -10%
Envestnet Portfolio Solutions
178
Envestnet Portfolio Solutions
Illinois
$6.58M +$6.8M +63,669 +2,927%
HighTower Advisors
179
HighTower Advisors
Illinois
$6.55M +$451K +4,222 +7%
TC
180
Tairen Capital
Hong Kong
$6.48M +$6.92M +64,800 New
MSV
181
MN Services Vermogensbeheer
Netherlands
$6.2M +$459K +4,300 +7%
Macquarie Group
182
Macquarie Group
Australia
$6M -$351K -3,289 -5%
BAMF
183
BI Asset Management Fondsmaeglerselskab
Denmark
$5.89M +$4.97M +46,567 +377%
BCPE
184
Bain Capital Public Equity
Massachusetts
$5.79M +$6.19M +57,942 New
YCM
185
Yousif Capital Management
Michigan
$5.67M +$5.83M +54,610 +2,587%
State of New Jersey Common Pension Fund D
186
State of New Jersey Common Pension Fund D
New Jersey
$5.66M -$37K -346 -0.6%
Caisse de Depot et Placement du Quebec (CDPQ)
187
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$5.64M +$6.02M +56,415 New
Osaic Holdings
188
Osaic Holdings
Arizona
$5.5M +$1.47M +13,794 +33%
Russell Investments Group
189
Russell Investments Group
United Kingdom
$5.39M -$3.02M -28,251 -34%
William Blair & Company
190
William Blair & Company
Illinois
$5.29M -$1.05M -9,864 -16%
IEFM
191
IQ EQ Fund Management
Ireland
$5.15M -$1.33M -12,475 -20%
RAM
192
Resona Asset Management
Japan
$5.14M +$280K +2,618 +5%
Ohio Public Employees Retirement System (OPERS)
193
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.14M +$140K +1,308 +3%
TRSOTSOK
194
Teachers Retirement System of the State of Kentucky
Kentucky
$5.13M +$5.48M +51,300 New
Thrivent Financial for Lutherans
195
Thrivent Financial for Lutherans
Minnesota
$5.05M +$4.04M +37,820 +298%
Stifel Financial
196
Stifel Financial
Missouri
$4.96M -$156K -1,461 -3%
NO
197
Ninety One
South Africa
$4.92M +$1.93M +18,046 +58%
ASRS
198
Arizona State Retirement System
Arizona
$4.84M +$112K +1,045 +2%
EAM
199
Erste Asset Management
Austria
$4.83M +$5.25M +49,200 New
RFM
200
Royal Fund Management
Florida
$4.74M +$1.45M +13,600 +40%

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.