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Workday

1,031 hedge funds and large institutions have $40.9B invested in Workday in 2024 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 482 increasing their positions, 307 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,031
Holders Change
-31
Holders Change %
-2.92%
% of All Funds
14.99%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.44%
New
119
Increased
482
Reduced
307
Closed
132
Calls
$1.19B
Puts
$1.34B
Net Calls
-$155M
Net Calls Change
+$347M
Name Holding Trade Value Shares
Change
Shares
Change %
IAA
751
Independent Advisor Alliance
North Carolina
$344K +$57.5K +257 +20%
PL
752
Perpetual Ltd
Australia
$342K +$51.6K +231 +18%
IWC
753
Integrated Wealth Concepts
Massachusetts
$339K -$432K -1,932 -56%
TA
754
Tectonic Advisors
Texas
$334K +$2.68K +12 +0.8%
BP
755
Ballentine Partners
Massachusetts
$333K -$66.6K -298 -17%
RA
756
RFG Advisory
Alabama
$332K -$23.7K -106 -7%
GFP
757
Gryphon Financial Partners
Ohio
$330K +$330K +1,475 New
OTL
758
Oak Thistle LLC
New York
$328K +$130K +582 +66%
KeyBank National Association
759
KeyBank National Association
Ohio
$325K +$14.8K +66 +5%
MFIM
760
Mesirow Financial Investment Management
Illinois
$324K +$10.7K +48 +3%
BW
761
BIP Wealth
Georgia
$324K
FNT
762
First National Trust
Pennsylvania
$324K +$4.7K +21 +1%
SPC
763
Spirepoint Private Client
Florida
$323K +$323K +1,446 New
HSA
764
HBK Sorce Advisory
Pennsylvania
$321K +$141K +632 +79%
CIA
765
Concurrent Investment Advisors
Florida
$319K -$16.5K -74 -5%
AWM
766
Angeles Wealth Management
California
$314K +$73.3K +328 +30%
BCM
767
BluePath Capital Management
Georgia
$312K -$43.4K -194 -12%
GCP
768
GSA Capital Partners
United Kingdom
$311K +$311K +1,392 New
AP
769
Americana Partners
Texas
$310K -$57.2K -256 -16%
P
770
&Partners
Tennessee
$310K +$310K +1,385 New
HAM
771
Harmony Asset Management
Arizona
$306K +$102K +455 +50%
MIH
772
Meitav Investment House
Israel
$305K
BFEC
773
Benjamin F. Edwards & Company
Missouri
$304K +$30.4K +136 +11%
ATS
774
Ashton Thomas Securities
New York
$304K +$304K +1,360 New
MM
775
MQS Management
New York
$303K -$7.83K -35 -3%