We are live on ! Find out more
WDAY icon

Workday

898 hedge funds and large institutions have $41B invested in Workday in 2023 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 339 increasing their positions, 290 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 90

17% more repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 290

9% more capital invested

Capital invested by funds: $37.5B → $41B (+$3.49B)

3% more funds holding

Funds holding: 869898 (+29)

0.59% less ownership

Funds ownership: 89.11%88.52% (-0.59%)

12% less funds holding in top 10

Funds holding in top 10: 4237 (-5)

19% less call options, than puts

Call options by funds: $580M | Put options by funds: $718M

Holders
898
Holders Change
+29
Holders Change %
+3.34%
% of All Funds
14.1%
Holding in Top 10
37
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.9%
% of All Funds
0.58%
New
127
Increased
339
Reduced
290
Closed
90
Calls
$580M
Puts
$718M
Net Calls
-$138M
Net Calls Change
-$116M
Name Holding Trade Value Shares
Change
Change in
Stake
FW
676
FirstPurpose Wealth
Utah
$281K +$249K +1,245 New
TA
677
TKG Advisors
Indiana
$280K
KCM
678
KRS Capital Management
Michigan
$279K
SWP
679
Stratos Wealth Partners
Ohio
$278K +$246K +1,229 New
SWM
680
SeaCrest Wealth Management
New York
$276K -$32.7K -163 -12%
AT
681
Arden Trust
Delaware
$273K -$144K -718 -37%
DADC
682
D.A. Davidson & Co
Montana
$272K +$37.7K +188 +19%
IG
683
ING Group
Netherlands
$270K -$4.41K -22 -2%
FAFN
684
First Affirmative Financial Network
Colorado
$269K +$239K +1,191 New
GPA
685
Guerra Pan Advisors
New Jersey
$266K +$801 +4 +0.3%
AGC
686
Aspen Grove Capital
Colorado
$264K +$15.4K +77 +7%
1WA
687
180 Wealth Advisors
Washington
$263K +$12.8K +64 +6%
WS
688
Wedbush Securities
California
$262K -$11.2K -56 -5%
IA
689
IFP Advisors
Florida
$262K +$59.3K +296 +35%
KA
690
Kovack Advisors
Florida
$260K -$19.2K -96 -8%
AFT
691
Alpha Family Trust
California
$256K
ARC
692
Advisor Resource Council
Texas
$253K -$635K -3,170 -74%
MM
693
MQS Management
New York
$253K +$224K +1,119 New
SIC
694
Schwartz Investment Counsel
Michigan
$248K -$90.1K -450 -29%
CAG
695
Csenge Advisory Group
Florida
$248K +$220K +1,099 New
GCP
696
GSA Capital Partners
United Kingdom
$247K +$219K +1,094 New
AIM
697
Aspen Investment Management
Michigan
$244K +$401 +2 +0.2%
GDP
698
Great Diamond Partners
Maine
$242K +$10.6K +53 +5%
GCS
699
Gordian Capital (Singapore)
Singapore
$241K
PP
700
PDS Planning
Ohio
$241K +$213K +1,065 New

WDAY Hedge Fund Activity: Q2 2023 in Review

898 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Workday (WDAY) for Q2 2023, worth a combined $41B — up 9.3% from $37.5B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new WDAY positions and 90 closed out — a net gain of 37 holders — while 339 added to existing stakes and 290 trimmed.

The largest buyer was Polen Capital Management, opening a new position worth an estimated $776M. The largest seller was Lone Pine Capital, cutting an estimated $338M.

  • 898 institutional investors held Workday (WDAY) as of Q2 2023, up from 869 in Q1 2023.
  • Funds reported $41B of Workday stock for Q2 2023, up 9.3% quarter-over-quarter.
  • 127 funds opened new Workday positions in Q2 2023 and 90 closed out, a net change of +37 holders.
  • The largest Workday buyer in Q2 2023 was Polen Capital Management, an estimated $776M added.
  • The largest Workday seller in Q2 2023 was Lone Pine Capital, an estimated $338M sold.

Based on aggregated 13F filings for Q2 2023.