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Workday

1,120 hedge funds and large institutions have $50.4B invested in Workday in 2024 Q4 according to their latest regulatory filings, with 180 funds opening new positions, 469 increasing their positions, 335 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,120
Holders Change
+52
Holders Change %
+4.87%
% of All Funds
14.91%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.47%
New
180
Increased
469
Reduced
335
Closed
112
Calls
$890M
Puts
$1.35B
Net Calls
-$462M
Net Calls Change
-$67.5M
Name Holding Trade Value Shares
Change
Shares
Change %
KPWS
801
Kestra Private Wealth Services
Texas
$364K +$87.7K +340 +32%
SWP
802
Stratos Wealth Partners
Ohio
$363K +$136K +529 +60%
FPAS
803
Focus Partners Advisor Solutions
Missouri
$363K +$80.8K +313 +29%
MAM
804
Martingale Asset Management
Massachusetts
$362K +$362K +1,403 New
KIA
805
KCM Investment Advisors
California
$362K -$128K -498 -26%
SPC
806
Spirepoint Private Client
Florida
$362K +$258 +1 +0.1%
RCWM
807
Red Crane Wealth Management
California
$361K +$361K +1,400 New
WOC
808
West Oak Capital
California
$361K
SQA
809
Simon Quick Advisors
New Jersey
$355K +$14.5K +56 +4%
CP
810
Castleview Partners
Texas
$354K -$56.2K -223 -14%
CPIG
811
Chicago Partners Investment Group
Illinois
$346K +$15.5K +61 +5%
AFG
812
Atomi Financial Group
New York
$344K +$344K +1,331 New
1WA
813
180 Wealth Advisors
Washington
$342K +$2.06K +8 +0.6%
AWM
814
Abound Wealth Management
Tennessee
$341K -$31.2K -121 -8%
EFG
815
Everhart Financial Group
Ohio
$338K +$1.29K +5 +0.4%
SFG
816
Synergy Financial Group
California
$338K +$2.58K +10 +0.8%
FWM
817
FFT Wealth Management
Pennsylvania
$337K +$337K +1,306 New
BBW
818
Blue Barn Wealth
Utah
$336K -$5.42K -21 -2%
CNBOF
819
City National Bank of Florida
Florida
$335K +$335K +1,300 New
SW
820
Simplicity Wealth
New Jersey
$330K +$9.55K +37 +3%
TI
821
TTP Investments
California
$329K
PPWP
822
Premier Path Wealth Partners
New Jersey
$328K +$3.1K +12 +1%
C
823
Certuity
Florida
$327K +$327K +1,269 New
TA
824
TFG Advisers
Michigan
$325K
DADC
825
D.A. Davidson & Co
Montana
$323K -$19.1K -74 -6%