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Workday
WDAY

Overview Fund Activity

1,127 hedge funds and large institutions have $44.7B invested in Workday in 2025 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 489 increasing their positions, 370 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,127
Holders Change
+7
Holders Change %
+0.63%
% of All Funds
15.31%
Holding in Top 10
32
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.57%
% of All Funds
0.43%
New
127
Increased
489
Reduced
370
Closed
102
Calls
$551M
Puts
$731M
Net Calls
-$180M
Net Calls Change
+$282M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$283M
2
Bank of America
Bank of America
North Carolina
+$257M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$213M
4
Squarepoint
Squarepoint
New York
+$205M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$192M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
-$398M
2
MBI
Montrusco Bolton Investments
Quebec, Canada
-$264M
3
UBS Group
UBS Group
Switzerland
-$206M
4
SGA
Sustainable Growth Advisers
Connecticut
-$187M
5
CAM
Contour Asset Management
New York
-$184M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWT
701
Dorsey & Whitney Trust
South Dakota
$586K +$134K +573 +30%
BW
702
BIP Wealth
Georgia
$581K +$227K +971 +64%
SQA
703
Simon Quick Advisors
New Jersey
$580K +$258K +1,106 +80%
WF
704
Welch & Forbes
Massachusetts
$576K -$8.41K -36 -1%
TAM
705
Trust Asset Management
Texas
$573K +$573K +2,453 New
MCM
706
MAI Capital Management
Ohio
$572K -$1.17K -5 -0.2%
IAA
707
Independent Advisor Alliance
North Carolina
$570K -$32.5K -139 -5%
FTWA
708
Fifth Third Wealth Advisors
Ohio
$560K +$67.3K +288 +14%
WS
709
Wedbush Securities
California
$560K +$12.1K +52 +2%
PCA
710
Pallas Capital Advisors
Massachusetts
$558K -$508K -2,177 -48%
KPWS
711
Kestra Private Wealth Services
Texas
$549K +$220K +941 +67%
TAP
712
Tounjian Advisory Partners
Florida
$544K +$544K +2,330 New
BP
713
Ballentine Partners
Massachusetts
$542K +$64K +274 +13%
JFGIW
714
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$540K +$38.1K +163 +8%
ECM
715
Evergreen Capital Management
Washington
$540K +$89K +381 +20%
TA
716
Tectonic Advisors
Texas
$539K – – –
VFA
717
Values First Advisors
Tennessee
$536K -$340K -1,452 -39%
ACM
718
Advisors Capital Management
New Jersey
$534K +$534K +2,286 New
GSEP
719
Golden State Equity Partners
California
$532K +$26.4K +113 +5%
GC
720
Garde Capital
Washington
$524K – – –
SAM
721
Shell Asset Management
Netherlands
$524K -$12.6K -54 -2%
KHCM
722
Kirtland Hills Capital Management
Ohio
$524K -$28.1K -127 -5%
QI
723
Qtron Investments
Massachusetts
$516K -$240K -1,026 -32%
BTWM
724
Baker Tilly Wealth Management
Wisconsin
$514K -$12.1K -52 -2%
OAM
725
Ostrum Asset Management
France
$511K -$13.5K -58 -3%
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