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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 %
SCTC
851
Sanibel Captiva Trust Company
Florida
$273K – – –
PF
852
Phoenix Financial
Israel
$273K +$273K +1,166 New
KeyBank National Association
853
KeyBank National Association
Ohio
$271K -$483K -2,068 -64%
KMWM
854
Keudell/Morrison Wealth Management
Oregon
$271K +$40.2K +172 +17%
AWM
855
Avior Wealth Management
Nebraska
$265K -$110K -471 -29%
RCM
856
Raleigh Capital Management
North Carolina
$263K -$9.81K -42 -4%
AGC
857
Aspen Grove Capital
Colorado
$262K – – –
QWP
858
Quotient Wealth Partners
Texas
$261K +$31K +133 +14%
AWM
859
Abound Wealth Management
Tennessee
$260K -$48.3K -207 -16%
FCBT
860
First Citizens Bank & Trust
North Carolina
$260K -$261K -1,116 -50%
FFM
861
Forum Financial Management
Illinois
$257K -$2.33K -10 -0.9%
RWPA
862
Richard W. Paul & Associates
Michigan
$254K -$2.57K -11 -1%
SIC
863
Samalin Investment Counsel
New York
$252K -$37.6K -161 -13%
GPA
864
Guerra Pan Advisors
New Jersey
$251K – – –
FW
865
FullCircle Wealth
Texas
$251K +$719 +3 +0.3%
MAM
866
Martingale Asset Management
Massachusetts
$250K -$77.5K -332 -24%
HBS
867
Howard Bailey Securities
Indiana
$249K -$15.4K -66 -6%
KWA
868
Kingswood Wealth Advisors
California
$248K +$15.2K +65 +7%
CCM
869
Cohen Capital Management
California
$248K – – –
LFA
870
Legacy Financial Advisors
Kentucky
$247K +$7.47K +32 +3%
MG
871
Mather Group
Illinois
$247K +$109K +467 +79%
OC
872
Oarsman Capital
Wisconsin
$245K +$28.7K +123 +13%
DAS
873
Dynamic Advisor Solutions
Arizona
$245K +$245K +1,049 New
SBFM
874
S-Bank Fund Management
Finland
$244K +$244K +1,044 New
ASN
875
Advisory Services Network
Georgia
$243K +$78.9K +338 +48%
33 34
35
36 37