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Workday
WDAY

Overview Fund Activity

1,068 hedge funds and large institutions have $44B invested in Workday in 2024 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 472 increasing their positions, 323 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,068
Holders Change
+37
Holders Change %
+3.59%
% of All Funds
15.45%
Holding in Top 10
33
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10%
% of All Funds
0.48%
New
135
Increased
472
Reduced
323
Closed
88
Calls
$995M
Puts
$1.39B
Net Calls
-$395M
Net Calls Change
-$240M

Top Buyers

1
LPC
Lone Pine Capital
Connecticut
+$392M
2
Polen Capital Management
Polen Capital Management
Florida
+$336M
3
GIM
Generation Investment Management
United Kingdom
+$272M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$258M
5
Marshall Wace
Marshall Wace
United Kingdom
+$192M

Top Sellers

1
MCMC
Matrix Capital Management Company
New Hampshire
-$355M
2
Goldman Sachs
Goldman Sachs
New York
-$258M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$225M
4
Franklin Resources
Franklin Resources
California
-$195M
5
Amundi
Amundi
France
-$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
776
Angeles Wealth Management
California
$370K +$25.9K +106 +8%
LCWP
777
Legacy Capital Wealth Partners
Arkansas
$369K +$369K +1,509 New
HWAM
778
Hennion & Walsh Asset Management
New Jersey
$361K +$79.9K +327 +28%
FNT
779
First National Trust
Pennsylvania
$360K +$5.87K +24 +2%
OWP
780
ORG Wealth Partners
Texas
$359K +$359K +1,470 New
TCBWMS
781
Texas Capital Bank Wealth Management Services
Texas
$354K -$55K -225 -13%
BW
782
BIP Wealth
Georgia
$354K – – –
ATS
783
Ashton Thomas Securities
New York
$354K +$21.5K +88 +6%
NWA
784
New World Advisors
Massachusetts
$352K +$118K +481 +50%
AWM
785
Abound Wealth Management
Tennessee
$352K -$34.2K -140 -9%
BRWA
786
B. Riley Wealth Advisors
Florida
$349K -$108K -443 -24%
RC
787
Rovin Capital
Arizona
$349K +$349K +1,427 New
BEI
788
Benjamin Edwards Inc
Missouri
$345K +$345K +1,413 New
KA
789
Kovack Advisors
Florida
$345K +$33K +135 +11%
SPC
790
Spirepoint Private Client
Florida
$342K -$11K -45 -3%
PP
791
Pegasus Partners
Wisconsin
$338K +$77.2K +316 +30%
CIS
792
Custom Index Systems
New York
$335K -$118K -482 -26%
HAM
793
Harmony Asset Management
Arizona
$334K – – –
SAM
794
Shell Asset Management
Netherlands
$331K +$331K +1,353 New
IFWM
795
Institute for Wealth Management
Colorado
$329K +$329K +1,346 New
Lido Advisors
796
Lido Advisors
California
$328K +$28.4K +116 +9%
DADC
797
D.A. Davidson & Co
Montana
$324K +$1.22K +5 +0.4%
BBW
798
Blue Barn Wealth
Utah
$324K +$103K +422 +47%
SQA
799
Simon Quick Advisors
New Jersey
$323K +$64.3K +263 +25%
1WA
800
180 Wealth Advisors
Washington
$322K – – –
30 31
32
33 34