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Workday

1,062 hedge funds and large institutions have $50.3B invested in Workday in 2024 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 459 increasing their positions, 346 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,062
Holders Change
+16
Holders Change %
+1.53%
% of All Funds
15.39%
Holding in Top 10
31
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.89%
% of All Funds
0.45%
New
116
Increased
459
Reduced
346
Closed
88
Calls
$978M
Puts
$1.48B
Net Calls
-$502M
Net Calls Change
-$220M
Name Holding Trade Value Shares
Change
Shares
Change %
AFAS
776
Acorn Financial Advisory Services
Virginia
$349K -$91.4K -335 -21%
FW
777
FirstPurpose Wealth
Utah
$348K -$5.34K -20 -2%
VFA
778
Values First Advisors
Tennessee
$347K -$287K -1,052 -45%
LNC
779
Lincoln National Corp
Pennsylvania
$346K +$346K +1,269 New
1WA
780
180 Wealth Advisors
Washington
$340K -$818 -3 -0.2%
KCM
781
KRS Capital Management
Michigan
$340K +$16.4K +60 +5%
TA
782
TKG Advisors
Indiana
$338K
BFEC
783
Benjamin F. Edwards & Company
Missouri
$334K +$36.8K +135 +12%
PPWP
784
Premier Path Wealth Partners
New Jersey
$331K +$1.64K +6 +0.5%
CA
785
Clearstead Advisors
Ohio
$330K
WWC
786
Waypoint Wealth Counsel
Georgia
$330K -$80.2K -294 -20%
CP
787
Castleview Partners
Texas
$325K +$16.6K +61 +5%
CIP
788
Convergence Investment Partners
Florida
$323K +$323K +1,184 New
SCM
789
Stevens Capital Management
Pennsylvania
$322K +$39K +143 +14%
GPA
790
Guerra Pan Advisors
New Jersey
$321K
RWPA
791
Richard W. Paul & Associates
Michigan
$320K -$12K -44 -4%
DWA
792
Delap Wealth Advisory
Oregon
$320K +$320K +1,175 New
CPIG
793
Chicago Partners Investment Group
Illinois
$320K +$18K +70 +6%
HNB
794
Huntington National Bank
Ohio
$319K -$4.36K -16 -1%
KA
795
Kovack Advisors
Florida
$318K -$3.55K -13 -1%
SCTC
796
Sanibel Captiva Trust Company
Florida
$317K +$3.27K +12 +1%
PTC
797
Petrus Trust Company
Texas
$316K -$50.5K -185 -14%
IA
798
IFP Advisors
Florida
$313K -$4.36K -16 -1%
RCM
799
Raleigh Capital Management
North Carolina
$311K +$74.2K +272 +31%
AFT
800
Alpha Family Trust
California
$310K