725 hedge funds and large institutions have $13.1B invested in Okta in 2025 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 236 increasing their positions, 287 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

9% less call options, than puts

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

3% less funds holding

Funds holding: 744725 (-19)

18% less repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 287

Holders
725
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
FAF
201
Fjarde Ap-fonden
Sweden
$3.49M
Bank of Montreal
202
Bank of Montreal
Ontario, Canada
$3.46M
MC
203
Mathes Company
New York
$3.44M
AM
204
AGF Management
Ontario, Canada
$3.32M
Thrivent Financial for Lutherans
205
Thrivent Financial for Lutherans
Minnesota
$3.31M
RFM
206
Royal Fund Management
Florida
$3.3M
Cetera Investment Advisers
207
Cetera Investment Advisers
Illinois
$3.26M
NMIMC
208
Northwestern Mutual Investment Management Company
Wisconsin
$3.26M
IMPI
209
Ilmarinen Mutual Pension Insurance
Finland
$3.25M
JRP
210
Jasper Ridge Partners
California
$3.24M
ECSS
211
Eurizon Capital SGR SpA
$3.12M
BBVA
212
Banco Bilbao Vizcaya Argentaria
Spain
$3.11M
Corient Private Wealth
213
Corient Private Wealth
Florida
$3.1M
NAAA
214
New Age Alpha Advisors
New York
$3.09M
CGL
215
Clarius Group LLC
Washington
$3.09M
SWM
216
Selective Wealth Management
Virginia
$3.07M
Skandinaviska Enskilda Banken (SEB)
217
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.06M
Nordea Investment Management
218
Nordea Investment Management
Sweden
$3.02M
ET
219
Entropy Technologies
New York
$2.95M
LSA
220
Leonteq Securities AG
Switzerland
$2.95M
CIBC Private Wealth Group
221
CIBC Private Wealth Group
Georgia
$2.93M
NMERB
222
New Mexico Educational Retirement Board
New Mexico
$2.9M
OPERF
223
Oregon Public Employees Retirement Fund
Oregon
$2.9M
Northwestern Mutual Wealth Management
224
Northwestern Mutual Wealth Management
Wisconsin
$2.87M
OAM
225
Occidental Asset Management
California
$2.86M