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Workday
WDAY

Overview Fund Activity

1,127 hedge funds and large institutions have $44.7B invested in Workday in 2025 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 489 increasing their positions, 370 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,127
Holders Change
+7
Holders Change %
+0.63%
% of All Funds
15.31%
Holding in Top 10
32
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.57%
% of All Funds
0.43%
New
127
Increased
489
Reduced
370
Closed
102
Calls
$551M
Puts
$731M
Net Calls
-$180M
Net Calls Change
+$282M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$283M
2
Bank of America
Bank of America
North Carolina
+$257M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$213M
4
Squarepoint
Squarepoint
New York
+$205M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$192M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
-$398M
2
MBI
Montrusco Bolton Investments
Quebec, Canada
-$264M
3
UBS Group
UBS Group
Switzerland
-$206M
4
SGA
Sustainable Growth Advisers
Connecticut
-$187M
5
CAM
Contour Asset Management
New York
-$184M
Name Holding Trade Value Shares
Change 		Shares
Change %
NWA
776
New World Advisors
Massachusetts
$386K +$55.6K +238 +17%
VWM
777
Venturi Wealth Management
Texas
$381K +$114K +490 +43%
MGIA
778
Moneta Group Investment Advisors
Missouri
$381K -$211K -902 -36%
AC
779
AlphaCore Capital
California
$377K +$377K +1,616 New
WT
780
Whittier Trust
California
$375K -$17.5K -75 -4%
DADC
781
D.A. Davidson & Co
Montana
$374K +$81.3K +348 +28%
PWPS
782
Pinnacle Wealth Planning Services
Ohio
$373K +$23.1K +99 +7%
KA
783
Kovack Advisors
Florida
$371K – – –
LS
784
Livforsakringsbolaget Skandia
Sweden
$371K – – –
EFG
785
Everhart Financial Group
Ohio
$368K +$61.7K +264 +20%
HIP
786
HUB Investment Partners
Texas
$366K -$934 -4 -0.3%
OL
787
Optas LLC
Texas
$366K +$366K +1,568 New
BMCM
788
Burns Matteson Capital Management
New York
$362K +$28.3K +121 +8%
APM
789
Advanced Portfolio Management
New York
$362K -$324K -1,387 -47%
HSA
790
HBK Sorce Advisory
Pennsylvania
$358K -$3.97K -17 -1%
EWA
791
EverSource Wealth Advisors
Alabama
$358K +$131K +563 +58%
HNB
792
Huntington National Bank
Ohio
$358K -$41.1K -176 -10%
HAM
793
Harmony Asset Management
Arizona
$355K – – –
BEI
794
Benjamin Edwards Inc
Missouri
$353K -$14.2K -61 -4%
FNT
795
First National Trust
Pennsylvania
$352K +$15.4K +66 +5%
CC
796
Centiva Capital
New York
$350K -$244K -1,043 -41%
ZP
797
Zimmer Partners
New York
$350K +$350K +1,500 New
BAM
798
Blueshift Asset Management
New Jersey
$350K -$62.6K -268 -15%
GM
799
GeoWealth Management
Illinois
$350K -$153K -655 -30%
IFWM
800
Institute for Wealth Management
Colorado
$346K +$9.11K +39 +3%
30 31
32
33 34