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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
SWM
776
Salvus Wealth Management
New Jersey
$384K +$151K +638 +68%
SIM
777
Sentry Investment Management
Wisconsin
$383K
ACGA
778
Atlanta Consulting Group Advisors
Georgia
$383K +$370K +1,567 New
CGL
779
Clarius Group LLC
Washington
$382K
HIP
780
HUB Investment Partners
Texas
$380K +$367K +1,556 New
CP
781
Covenant Partners
Tennessee
$377K
DWT
782
Dorsey & Whitney Trust
South Dakota
$376K +$119K +505 +49%
Empower Advisory Group
783
Empower Advisory Group
Colorado
$376K -$26.2K -111 -7%
GSEP
784
Golden State Equity Partners
California
$373K -$60.2K -255 -14%
AWM
785
Angeles Wealth Management
California
$370K +$25K +106 +8%
LCWP
786
Legacy Capital Wealth Partners
Arkansas
$369K +$356K +1,509 New
HWAM
787
Hennion & Walsh Asset Management
New Jersey
$361K +$77.2K +327 +28%
FNT
788
First National Trust
Pennsylvania
$360K +$5.67K +24 +2%
OWP
789
ORG Wealth Partners
Texas
$359K +$347K +1,470 New
TCBWMS
790
Texas Capital Bank Wealth Management Services
Texas
$354K -$53.1K -225 -13%
BW
791
BIP Wealth
Georgia
$354K
ATS
792
Ashton Thomas Securities
New York
$354K +$20.8K +88 +6%
NWA
793
New World Advisors
Massachusetts
$352K +$114K +481 +50%
AWM
794
Abound Wealth Management
Tennessee
$352K -$33.1K -140 -9%
BRWA
795
B. Riley Wealth Advisors
Florida
$349K -$105K -443 -24%
RC
796
Rovin Capital
Arizona
$349K +$337K +1,427 New
BEI
797
Benjamin Edwards Inc
Missouri
$345K +$334K +1,413 New
KA
798
Kovack Advisors
Florida
$345K +$31.9K +135 +11%
SPC
799
Spirepoint Private Client
Florida
$342K -$10.6K -45 -3%
PP
800
Pegasus Partners
Wisconsin
$338K +$74.6K +316 +30%