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Workday

1,079 hedge funds and large institutions have $44.8B invested in Workday in 2024 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 478 increasing their positions, 328 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 135 | Existing positions closed: 88

46% more repeat investments, than reductions

Existing positions increased: 478 | Existing positions reduced: 328

10% more funds holding in top 10

Funds holding in top 10: 3033 (+3)

9% more capital invested

Capital invested by funds: $41.1B → $44.8B (+$3.71B)

4% more funds holding

Funds holding: 1,0411,079 (+38)

0.2% less ownership

Funds ownership: 86.78%86.58% (-0.2%)

28% less call options, than puts

Call options by funds: $995M | Put options by funds: $1.39B

Holders
1,079
Holders Change
+38
Holders Change %
+3.65%
% of All Funds
15.49%
Holding in Top 10
33
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10%
% of All Funds
0.47%
New
135
Increased
478
Reduced
328
Closed
88
Calls
$995M
Puts
$1.39B
Net Calls
-$395M
Net Calls Change
-$240M
Name Holding Trade Value Shares
Change
Change in
Stake
BA
726
Bristlecone Advisors
Washington
$477K
SWM
727
Spire Wealth Management
Virginia
$471K -$6.38K -27 -1%
ECM
728
Evergreen Capital Management
Washington
$470K +$14.9K +63 +3%
GM
729
GeoWealth Management
Illinois
$469K +$56.4K +239 +14%
KIA
730
KCM Investment Advisors
California
$465K -$53.1K -225 -11%
AP
731
Adero Partners
California
$462K +$6.85K +29 +2%
BP
732
Ballentine Partners
Massachusetts
$462K +$94.9K +402 +27%
CIA
733
Concurrent Investment Advisors
Florida
$459K +$107K +452 +32%
TCM
734
Teza Capital Management
Illinois
$457K -$3.67M -15,559 -89%
CTC
735
Central Trust Company
Missouri
$456K -$975K -4,130 -69%
AWA
736
Aaron Wealth Advisors
Illinois
$456K +$156K +662 +55%
TBWA
737
Three Bridge Wealth Advisors
California
$453K
UWS
738
Unique Wealth Strategies
Illinois
$451K +$429K +1,818 +6,733%
GFP
739
Gryphon Financial Partners
Ohio
$450K +$86.7K +367 +25%
MOS
740
MGO One Seven
Ohio
$446K +$8.97K +38 +2%
CWA
741
Clarity Wealth Advisors
California
$444K -$9.68K -41 -2%
CRC
742
Curi RMB Capital
Illinois
$443K -$39K -165 -8%
CWM
743
Congress Wealth Management
Massachusetts
$441K +$18.4K +78 +5%
IAN
744
Integrated Advisors Network
Texas
$437K +$137K +581 +48%
DZ Bank
745
DZ Bank
Germany
$436K -$344K -1,458 -45%
FAFN
746
First Affirmative Financial Network
Colorado
$432K +$17K +72 +4%
CWP
747
Concord Wealth Partners
Virginia
$431K +$12K +51 +3%
VFA
748
Valeo Financial Advisors
Indiana
$429K +$125K +530 +43%
EP
749
Essential Planning
New Hampshire
$427K +$4.49K +19 +1%
GRP
750
Global Retirement Partners
California
$422K -$18.2K -77 -4%