734 hedge funds and large institutions have $13.2B invested in Okta in 2025 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 239 increasing their positions, 289 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

9% less call options, than puts

Call options by funds: $576M | Put options by funds: $631M

2% less funds holding

Funds holding: 748734 (-14)

17% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 289

Holders
734
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$576M
Puts
$631M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CW
201
Channel Wealth
California
$3.55M
FAF
202
Fjarde Ap-fonden
Sweden
$3.49M
Bank of Montreal
203
Bank of Montreal
Ontario, Canada
$3.46M
MC
204
Mathes Company
New York
$3.44M
AM
205
AGF Management
Ontario, Canada
$3.32M
Thrivent Financial for Lutherans
206
Thrivent Financial for Lutherans
Minnesota
$3.31M
ACM
207
Alamar Capital Management
California
$3.31M
RFM
208
Royal Fund Management
Florida
$3.3M
Cetera Investment Advisers
209
Cetera Investment Advisers
Illinois
$3.26M
NMIMC
210
Northwestern Mutual Investment Management Company
Wisconsin
$3.26M
IMPI
211
Ilmarinen Mutual Pension Insurance
Finland
$3.25M
JRP
212
Jasper Ridge Partners
California
$3.24M
NFGL
213
Norris Financial Group, LLC
South Carolina
$3.17M
ECSS
214
Eurizon Capital SGR SpA
$3.12M
BBVA
215
Banco Bilbao Vizcaya Argentaria
Spain
$3.11M
Corient Private Wealth
216
Corient Private Wealth
Florida
$3.1M
NAAA
217
New Age Alpha Advisors
New York
$3.09M
CGL
218
Clarius Group LLC
Washington
$3.09M
SWM
219
Selective Wealth Management
Virginia
$3.07M
Skandinaviska Enskilda Banken (SEB)
220
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.06M
Nordea Investment Management
221
Nordea Investment Management
Sweden
$3.02M
ET
222
Entropy Technologies
New York
$2.95M
LSA
223
Leonteq Securities AG
Switzerland
$2.95M
CIBC Private Wealth Group
224
CIBC Private Wealth Group
Georgia
$2.93M
NMERB
225
New Mexico Educational Retirement Board
New Mexico
$2.9M