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Workday

935 hedge funds and large institutions have $26.2B invested in Workday in 2026 Q1 according to their latest regulatory filings, with 147 funds opening new positions, 353 increasing their positions, 333 reducing their positions, and 283 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $874M | Put options by funds: $580M

2.26% more ownership

Funds ownership: 93.94%96.21% (+2.3%)

6% more repeat investments, than reductions

Existing positions increased: 353 | Existing positions reduced: 333

15% less funds holding

Funds holding: 1,094935 (-159)

20% less funds holding in top 10

Funds holding in top 10: 1512 (-3)

39% less capital invested

Capital invested by funds: $43B → $26.2B (-$16.8B)

48% less first-time investments, than exits

New positions opened: 147 | Existing positions closed: 283

Holders
935
Holders Change
-159
Holders Change %
-14.53%
% of All Funds
11.51%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.15%
New
147
Increased
353
Reduced
333
Closed
283
Calls
$874M
Puts
$580M
Net Calls
+$293M
Net Calls Change
+$207M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
851
SHP Wealth Management
Massachusetts
$5.77K +$2.7K +17 +63%
SEP
852
Signature Equity Partners
Ohio
$5.59K +$159 +1 +2%
JSAM
853
J. Safra Asset Management
New York
$5.46K +$5.08K +32 +320%
RCM
854
Raleigh Capital Management
North Carolina
$5.33K -$249K -1,570 -97%
HC
855
Hurley Capital
New York
$4.68K +$5.71K +36 New
JFA
856
JNBA Financial Advisors
Minnesota
$4.55K
JWM
857
JPL Wealth Management
Colorado
$4.55K +$5.55K +35 New
EWP
858
Elevation Wealth Partners
California
$4.29K +$5.24K +33 New
RWPA
859
Richard W. Paul & Associates
Michigan
$4.03K -$243K -1,533 -98%
IWM
860
IMG Wealth Management
Florida
$4.03K -$3.17K -20 -39%
WA
861
Westfuller Advisors
New York
$3.9K -$2.54K -16 -35%
GWM
862
Geneos Wealth Management
Colorado
$3.9K
AFC
863
Ares Financial Consulting
California
$3.61K
HIW
864
Holos Integrated Wealth
Pennsylvania
$3.44K +$4.29K +27 New
DJSG
865
D.J. St. Germain
Massachusetts
$3.38K
FHC
866
First Horizon Corporation
Tennessee
$3.25K -$10K -63 -72%
MAFA
867
MJT & Associates Financial Advisory
Minnesota
$3.25K
BWL
868
Bogart Wealth LLC
Virginia
$3.25K +$159 +1 +4%
NS
869
NBC Securities
Alabama
$2.99K -$982K -6,188 -100%
FFO
870
Fortitude Family Office
Arizona
$2.99K -$10.8K -68 -75%
DWP
871
Destiny Wealth Partners
Florida
$2.99K +$3.65K +23 New
CA
872
Crewe Advisors
Utah
$2.86K +$1.43K +9 +69%
CCA
873
Cygnus Capital Advisors
Georgia
$2.83K +$3.46M +21,800 New
BLC
874
Brown, Lisle/Cummings
Rhode Island
$2.73K +$952 +6 +40%
PWMG
875
Prestige Wealth Management Group
New Jersey
$2.47K +$2.22K +14 +280%