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Workday

1,070 hedge funds and large institutions have $50.5B invested in Workday in 2024 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 462 increasing their positions, 348 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 88

33% more repeat investments, than reductions

Existing positions increased: 462 | Existing positions reduced: 348

2% more funds holding

Funds holding: 1,0511,070 (+19)

2% less capital invested

Capital invested by funds: $51.3B → $50.5B (-$801M)

1.04% less ownership

Funds ownership: 88.98%87.94% (-1%)

14% less funds holding in top 10

Funds holding in top 10: 3631 (-5)

34% less call options, than puts

Call options by funds: $978M | Put options by funds: $1.48B

Holders
1,070
Holders Change
+19
Holders Change %
+1.81%
% of All Funds
15.41%
Holding in Top 10
31
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.89%
% of All Funds
0.45%
New
119
Increased
462
Reduced
348
Closed
88
Calls
$978M
Puts
$1.48B
Net Calls
-$502M
Net Calls Change
-$220M
Name Holding Trade Value Shares
Change
Change in
Stake
PS
701
Principal Securities
Iowa
$525K +$24.8K +87 +5%
KHCM
702
Kirtland Hills Capital Management
Ohio
$523K +$598K +2,101 New
CG
703
Caprock Group
Idaho
$522K -$80.3K -282 -13%
VCM
704
Virtue Capital Management
Tennessee
$521K +$229K +803 +70%
BRWA
705
B. Riley Wealth Advisors
Florida
$519K +$149K +525 +28%
SIM
706
Sentry Investment Management
Wisconsin
$514K
MOS
707
MGO One Seven
Ohio
$514K -$75.7K -266 -12%
WAG
708
Wallace Advisory Group
California
$511K -$3.42K -12 -0.6%
AP
709
Adero Partners
California
$510K +$854 +3 +0.2%
TBWA
710
Three Bridge Wealth Advisors
California
$505K
ECM
711
Evergreen Capital Management
Washington
$495K +$569 +2 +0.1%
GWM
712
Gibbs Wealth Management
Georgia
$493K +$514K +1,807 New
AO
713
Advisor OS
Illinois
$491K +$513K +1,801 New
PAI
714
Pittenger & Anderson Inc
Nebraska
$490K
CG
715
Cutler Group
California
$490K +$509K +1,789 +16,264%
NB
716
Norinchukin Bank
Japan
$489K -$23.9K -84 -4%
BP
717
Ballentine Partners
Massachusetts
$488K +$38.7K +136 +8%
GM
718
GeoWealth Management
Illinois
$485K +$212K +744 +72%
FIM
719
Fernwood Investment Management
Massachusetts
$479K -$9.96K -35 -2%
EP
720
Essential Planning
New Hampshire
$478K
VFA
721
Voya Financial Advisors
Connecticut
$477K +$254K +893 +105%
EFM
722
E Fund Management
China
$477K -$523K -1,836 -51%
MYLI
723
Meiji Yasuda Life Insurance
Japan
$475K -$19.9K -70 -4%
IAS
724
Insigneo Advisory Services
Florida
$474K +$78.6K +276 +19%
FFO
725
Fiduciary Family Office
Florida
$473K +$159K +560 +48%

WDAY Hedge Fund Activity: Q1 2024 in Review

1,070 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Workday (WDAY) for Q1 2024, worth a combined $50.5B — down 1.6% from $51.3B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new WDAY positions and 88 closed out — a net gain of 31 holders — while 462 added to existing stakes and 348 trimmed.

The largest buyer was Brown Advisory, adding an estimated $394M. The largest seller was Janus Henderson Group, cutting an estimated $580M.

  • 1,070 institutional investors held Workday (WDAY) as of Q1 2024, up from 1,051 in Q4 2023.
  • Funds reported $50.5B of Workday stock for Q1 2024, down 1.6% quarter-over-quarter.
  • 119 funds opened new Workday positions in Q1 2024 and 88 closed out, a net change of +31 holders.
  • The largest Workday buyer in Q1 2024 was Brown Advisory, an estimated $394M added.
  • The largest Workday seller in Q1 2024 was Janus Henderson Group, an estimated $580M sold.

Based on aggregated 13F filings for Q1 2024.