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732 hedge funds and large institutions have $15.4B invested in Okta in 2025 Q1 according to their latest regulatory filings, with 166 funds opening new positions, 281 increasing their positions, 210 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 166 | Existing positions closed: 92

40% more capital invested

Capital invested by funds: $11B → $15.4B (+$4.39B)

34% more repeat investments, than reductions

Existing positions increased: 281 | Existing positions reduced: 210

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

10% more funds holding

Funds holding: 665732 (+67)

2.98% more ownership

Funds ownership: 85.25%88.23% (+3%)

2% more call options, than puts

Call options by funds: $811M | Put options by funds: $792M

Holders
732
Holders Change
+67
Holders Change %
+10.08%
% of All Funds
9.82%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.24%
New
166
Increased
281
Reduced
210
Closed
92
Calls
$811M
Puts
$792M
Net Calls
+$19.6M
Net Calls Change
-$95.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.2B +$386M +3,949,743 +23%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.87B +$56.9M +582,956 +3%
BlackRock
3
BlackRock
New York
$1.09B +$6.63M +67,899 +0.7%
First Trust Advisors
4
First Trust Advisors
Illinois
$473M +$77.1M +788,948 +21%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$389M +$276M +2,830,582 +326%
State Street
6
State Street
Massachusetts
$376M +$3.36M +34,411 +1%
American Century Companies
7
American Century Companies
Missouri
$360M -$30.5M -312,009 -8%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$298M +$13.7M +140,270 +5%
UBS AM
9
UBS AM
Illinois
$289M +$116M +1,189,222 +76%
WRCM
10
Whale Rock Capital Management
Massachusetts
$268M +$169M +1,729,403 +213%
EC
11
Eminence Capital
New York
$261M -$7.87M -80,571 -3%
Norges Bank
12
Norges Bank
Norway
$229M -$78.9M -807,417 -27%
Ameriprise
13
Ameriprise
Minnesota
$212M +$9.81M +100,411 +5%
Bank of America
14
Bank of America
North Carolina
$207M +$176M +1,799,946 +1,055%
CIP
15
Champlain Investment Partners
Vermont
$206M -$126M -1,295,042 -40%
Alkeon Capital Management
16
Alkeon Capital Management
New York
$200M +$186M +1,900,000 New
Ninety One (UK)
17
Ninety One (UK)
United Kingdom
$190M +$176M +1,804,935 New
VOYA Investment Management
18
VOYA Investment Management
Georgia
$182M +$120M +1,226,026 +243%
JP Morgan Chase
19
JP Morgan Chase
New York
$181M +$142M +1,449,377 +533%
Morgan Stanley
20
Morgan Stanley
New York
$169M -$1.48M -15,151 -0.9%
Pictet Asset Management
21
Pictet Asset Management
Switzerland
$149M +$50.3M +515,421 +57%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$146M -$53.1M -543,942 -28%
Primecap Management
23
Primecap Management
California
$137M -$244K -2,500 -0.2%
Charles Schwab
24
Charles Schwab
California
$125M +$7.31M +74,844 +7%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$115M +$751K +7,693 +0.7%

OKTA Hedge Fund Activity: Q1 2025 in Review

732 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Okta (OKTA) for Q1 2025, worth a combined $15.4B — up 40% from $11B a quarter earlier.

Buyers outnumbered sellers: 166 funds opened new OKTA positions and 92 closed out — a net gain of 74 holders — while 281 added to existing stakes and 210 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $386M. The largest seller was Marshall Wace, cutting an estimated $261M.

  • 732 institutional investors held Okta (OKTA) as of Q1 2025, up from 665 in Q4 2024.
  • Funds reported $15.4B of Okta stock for Q1 2025, up 40% quarter-over-quarter.
  • 166 funds opened new Okta positions in Q1 2025 and 92 closed out, a net change of +74 holders.
  • The largest Okta buyer in Q1 2025 was Fidelity Investments, an estimated $386M added.
  • The largest Okta seller in Q1 2025 was Marshall Wace, an estimated $261M sold.

Based on aggregated 13F filings for Q1 2025.