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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.87B +$99.9M +935,364 +5%
BlackRock
2
BlackRock
New York
$1.86B +$878M +8,220,309 +79%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.62B -$502M -4,699,939 -22%
State Street
4
State Street
Massachusetts
$590M +$249M +2,329,139 +65%
First Trust Advisors
5
First Trust Advisors
Illinois
$490M +$43.5M +407,087 +9%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$445M +$80.7M +755,709 +20%
American Century Companies
7
American Century Companies
Missouri
$339M -$3.92M -36,679 -1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$314M +$33.6M +314,525 +11%
JP Morgan Chase
9
JP Morgan Chase
New York
$305M +$142M +1,326,608 +77%
Ninety One (UK)
10
Ninety One (UK)
United Kingdom
$274M +$100M +939,589 +52%
UBS AM
11
UBS AM
Illinois
$246M -$30.6M -286,078 -10%
Norges Bank
12
Norges Bank
Norway
$212M -$5.86M -54,858 -3%
Morgan Stanley
13
Morgan Stanley
New York
$210M +$53.3M +499,442 +31%
Ameriprise
14
Ameriprise
Minnesota
$204M +$2.45M +22,975 +1%
Pictet Asset Management
15
Pictet Asset Management
Switzerland
$193M +$55.1M +516,030 +36%
Bank of America
16
Bank of America
North Carolina
$181M -$16.9M -158,293 -8%
CIP
17
Champlain Investment Partners
Vermont
$162M -$35.7M -333,825 -17%
VOYA Investment Management
18
VOYA Investment Management
Georgia
$162M -$11.3M -106,211 -6%
Primecap Management
19
Primecap Management
California
$159M +$29.9M +280,312 +21%
Northern Trust
20
Northern Trust
Illinois
$157M +$52.3M +490,166 +45%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$156M +$78.7M +736,620 +90%
UBS Group
22
UBS Group
Switzerland
$137M +$95.7M +895,818 +189%
Goldman Sachs
23
Goldman Sachs
New York
$129M +$83.2M +779,014 +153%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$127M +$123M +1,150,328 +965%
Charles Schwab
25
Charles Schwab
California
$124M +$5.74M +53,702 +5%

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.