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Workday

1,062 hedge funds and large institutions have $50.3B invested in Workday in 2024 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 459 increasing their positions, 346 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,062
Holders Change
+16
Holders Change %
+1.53%
% of All Funds
15.39%
Holding in Top 10
31
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.89%
% of All Funds
0.45%
New
116
Increased
459
Reduced
346
Closed
88
Calls
$978M
Puts
$1.48B
Net Calls
-$502M
Net Calls Change
-$220M
Name Holding Trade Value Shares
Change
Shares
Change %
WHCFA
876
William Howard & Co Financial Advisors
Tennessee
$218K +$218K +800 New
WWM
877
Wolff Wiese Magana
California
$215K +$9K +33 +4%
FFM
878
Forum Financial Management
Illinois
$215K
LSAG
879
Lake Street Advisors Group
New Hampshire
$214K +$14.2K +52 +7%
UB
880
UMB Bank
Missouri
$214K +$52.6K +193 +33%
BJL
881
Brighton Jones LLC
Washington
$214K -$49.4K -181 -19%
KMWM
882
Keudell/Morrison Wealth Management
Oregon
$211K +$211K +773 New
SS
883
Sunbelt Securities
Texas
$209K -$9.82K -36 -4%
APW
884
Aurora Private Wealth
New Jersey
$208K
CS
885
Crescent Sterling
Louisiana
$208K -$4.91K -18 -2%
ST
886
Smithfield Trust
Pennsylvania
$207K -$2.7K -10 -1%
WFI
887
West Family Investments
California
$206K
AWA
888
Aaron Wealth Advisors
Illinois
$205K +$205K +751 New
PWM
889
Palumbo Wealth Management
New York
$204K +$204K +748 New
SCP
890
Sivia Capital Partners
California
$203K -$1.64K -6 -0.8%
OWA
891
Opal Wealth Advisors
New York
$202K +$202K +742 New
WSWA
892
Warren Street Wealth Advisors
California
$202K +$202K +741 New
HWAM
893
Hennion & Walsh Asset Management
New Jersey
$202K +$202K +740 New
ANBT
894
American National Bank & Trust
Texas
$198K -$3K -11 -1%
EC
895
EntryPoint Capital
New York
$191K +$191K +701 New
GI
896
GAMMA Investing
California
$173K +$47.7K +175 +38%
QC
897
Quent Capital
New York
$169K +$6K +22 +4%
WTG
898
West Tower Group
Virginia
$164K +$164K +600 New
LC
899
Lindbrook Capital
California
$159K +$3.55K +13 +2%
EWA
900
EverSource Wealth Advisors
Alabama
$152K -$24.2K -99 -14%