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749 hedge funds and large institutions have $13.7B invested in Okta in 2025 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 286 increasing their positions, 251 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 251

11% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 103

0% more funds holding

Funds holding: 748749 (+1)

3.64% less ownership

Funds ownership: 93.25%89.61% (-3.6%)

11% less call options, than puts

Call options by funds: $681M | Put options by funds: $761M

12% less capital invested

Capital invested by funds: $15.6B → $13.7B (-$1.83B)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
749
Holders Change
+1
Holders Change %
+0.13%
% of All Funds
9.83%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
114
Increased
286
Reduced
251
Closed
103
Calls
$681M
Puts
$761M
Net Calls
-$80.3M
Net Calls Change
+$160M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.82B +$100M +1,074,977 +6%
BlackRock
2
BlackRock
New York
$1.7B -$1.44M -15,469 -0.1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$898M -$598M -6,404,784 -40%
State Street
4
State Street
Massachusetts
$543M +$1.86M +19,959 +0.3%
First Trust Advisors
5
First Trust Advisors
Illinois
$431M -$18.4M -197,084 -4%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$425M +$16.8M +179,919 +4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$293M +$4.55M +48,687 +2%
American Century Companies
8
American Century Companies
Missouri
$268M -$42.8M -458,827 -14%
UBS AM
9
UBS AM
Illinois
$222M -$3.46M -37,033 -2%
Ameriprise
10
Ameriprise
Minnesota
$204M +$17.7M +189,036 +9%
JP Morgan Chase
11
JP Morgan Chase
New York
$196M -$85.1M -911,576 -30%
Ninety One (UK)
12
Ninety One (UK)
United Kingdom
$184M -$69.2M -740,843 -27%
Squarepoint
13
Squarepoint
New York
$181M +$158M +1,687,164 +598%
Pictet Asset Management
14
Pictet Asset Management
Switzerland
$175M -$1.94M -20,727 -1%
Morgan Stanley
15
Morgan Stanley
New York
$159M -$34.2M -366,251 -17%
CIP
16
Champlain Investment Partners
Vermont
$156M +$7.09M +75,987 +5%
Bank of America
17
Bank of America
North Carolina
$153M -$13.4M -143,635 -8%
Northern Trust
18
Northern Trust
Illinois
$150M +$5.64M +60,398 +4%
Primecap Management
19
Primecap Management
California
$146M +$230K +2,460 +0.2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$129M -$13.9M -149,096 -10%
Alyeska Investment Group
21
Alyeska Investment Group
Illinois
$129M +$96.3M +1,031,083 +277%
Marshall Wace
22
Marshall Wace
United Kingdom
$121M +$19M +203,105 +18%
VOYA Investment Management
23
VOYA Investment Management
Georgia
$121M -$28.5M -305,008 -19%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$119M +$13.5M +144,958 +13%
Charles Schwab
25
Charles Schwab
California
$119M +$4.77M +51,095 +4%

OKTA Hedge Fund Activity: Q3 2025 in Review

749 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Okta (OKTA) for Q3 2025, worth a combined $13.7B — down 12% from $15.6B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new OKTA positions and 103 closed out — a net gain of 11 holders — while 286 added to existing stakes and 251 trimmed.

The largest buyer was Squarepoint, adding an estimated $158M. The largest seller was Fidelity Investments, cutting an estimated $598M.

  • 749 institutional investors held Okta (OKTA) as of Q3 2025, up from 748 in Q2 2025.
  • Funds reported $13.7B of Okta stock for Q3 2025, down 12% quarter-over-quarter.
  • 114 funds opened new Okta positions in Q3 2025 and 103 closed out, a net change of +11 holders.
  • The largest Okta buyer in Q3 2025 was Squarepoint, an estimated $158M added.
  • The largest Okta seller in Q3 2025 was Fidelity Investments, an estimated $598M sold.

Based on aggregated 13F filings for Q3 2025.