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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
SCA
776
Stillwater Capital Advisors
Pennsylvania
$361K
ACS
777
Archford Capital Strategies
Illinois
$356K
DADC
778
D.A. Davidson & Co
Montana
$355K +$17.4K +61 +5%
SFG
779
Synergy Financial Group
California
$355K -$1.71K -6 -0.5%
PL
780
Perpetual Ltd
Australia
$354K +$1.99K +7 +0.5%
BWP
781
BSW Wealth Partners
Colorado
$353K +$72.9K +256 +25%
IAA
782
Independent Advisor Alliance
North Carolina
$350K
AFAS
783
Acorn Financial Advisory Services
Virginia
$349K -$95.4K -335 -21%
FW
784
FirstPurpose Wealth
Utah
$348K -$5.69K -20 -2%
VFA
785
Values First Advisors
Tennessee
$347K -$299K -1,052 -45%
LNC
786
Lincoln National Corp
Pennsylvania
$346K +$361K +1,269 New
1WA
787
180 Wealth Advisors
Washington
$340K -$854 -3 -0.2%
KCM
788
KRS Capital Management
Michigan
$340K +$17.1K +60 +5%
TA
789
TKG Advisors
Indiana
$338K
BFEC
790
Benjamin F. Edwards & Company
Missouri
$334K +$38.4K +135 +12%
PPWP
791
Premier Path Wealth Partners
New Jersey
$331K +$1.71K +6 +0.5%
CA
792
Clearstead Advisors
Ohio
$330K
WWC
793
Waypoint Wealth Counsel
Georgia
$330K -$83.7K -294 -20%
CP
794
Castleview Partners
Texas
$325K +$17.4K +61 +5%
CIP
795
Convergence Investment Partners
Florida
$323K +$337K +1,184 New
SCM
796
Stevens Capital Management
Pennsylvania
$322K +$40.7K +143 +14%
GPA
797
Guerra Pan Advisors
New Jersey
$321K
RWPA
798
Richard W. Paul & Associates
Michigan
$320K -$12.5K -44 -4%
DWA
799
Delap Wealth Advisory
Oregon
$320K +$334K +1,175 New
CPIG
800
Chicago Partners Investment Group
Illinois
$320K +$19.9K +70 +6%

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.