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Workday

1,070 hedge funds and large institutions have $50.5B invested in Workday in 2024 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 462 increasing their positions, 348 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 88

33% more repeat investments, than reductions

Existing positions increased: 462 | Existing positions reduced: 348

2% more funds holding

Funds holding: 1,0511,070 (+19)

2% less capital invested

Capital invested by funds: $51.3B → $50.5B (-$801M)

1.04% less ownership

Funds ownership: 88.98%87.94% (-1%)

14% less funds holding in top 10

Funds holding in top 10: 3631 (-5)

34% less call options, than puts

Call options by funds: $978M | Put options by funds: $1.48B

Holders
1,070
Holders Change
+19
Holders Change %
+1.81%
% of All Funds
15.41%
Holding in Top 10
31
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.89%
% of All Funds
0.45%
New
119
Increased
462
Reduced
348
Closed
88
Calls
$978M
Puts
$1.48B
Net Calls
-$502M
Net Calls Change
-$220M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
876
Connecticut Wealth Management
Connecticut
$231K +$569 +2 +0.2%
TPA
877
Trivium Point Advisory
Connecticut
$230K +$6.26K +22 +3%
SWP
878
Stratos Wealth Partners
Ohio
$230K +$23.1K +81 +11%
MW
879
Marcum Wealth
Ohio
$224K +$20.8K +73 +10%
HSA
880
HBK Sorce Advisory
Pennsylvania
$220K +$229K +805 New
CWM
881
Concentric Wealth Management
California
$218K -$28.5K -100 -11%
PPC
882
Park Place Capital
Alabama
$218K -$7.12K -25 -3%
SW
883
SkyOak Wealth
Michigan
$218K
WHCFA
884
William Howard & Co Financial Advisors
Tennessee
$218K +$228K +800 New
WWM
885
Wolff Wiese Magana
California
$215K +$9.39K +33 +4%
FFM
886
Forum Financial Management
Illinois
$215K
LSAG
887
Lake Street Advisors Group
New Hampshire
$214K +$14.8K +52 +7%
UB
888
UMB Bank
Missouri
$214K +$54.9K +193 +33%
BJL
889
Brighton Jones LLC
Washington
$214K -$51.5K -181 -19%
KMWM
890
Keudell/Morrison Wealth Management
Oregon
$211K +$220K +773 New
SS
891
Sunbelt Securities
Texas
$209K -$10.2K -36 -4%
APW
892
Aurora Private Wealth
New Jersey
$208K
CS
893
Crescent Sterling
Louisiana
$208K -$5.12K -18 -2%
ST
894
Smithfield Trust
Pennsylvania
$207K -$2.85K -10 -1%
WFI
895
West Family Investments
California
$206K
AWA
896
Aaron Wealth Advisors
Illinois
$205K +$214K +751 New
PWM
897
Palumbo Wealth Management
New York
$204K +$213K +748 New
SCP
898
Sivia Capital Partners
California
$203K -$1.71K -6 -0.8%
OWA
899
Opal Wealth Advisors
New York
$202K +$211K +742 New
WSWA
900
Warren Street Wealth Advisors
California
$202K +$211K +741 New

WDAY Hedge Fund Activity: Q1 2024 in Review

1,070 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Workday (WDAY) for Q1 2024, worth a combined $50.5B — down 1.6% from $51.3B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new WDAY positions and 88 closed out — a net gain of 31 holders — while 462 added to existing stakes and 348 trimmed.

The largest buyer was Brown Advisory, adding an estimated $394M. The largest seller was Janus Henderson Group, cutting an estimated $580M.

  • 1,070 institutional investors held Workday (WDAY) as of Q1 2024, up from 1,051 in Q4 2023.
  • Funds reported $50.5B of Workday stock for Q1 2024, down 1.6% quarter-over-quarter.
  • 119 funds opened new Workday positions in Q1 2024 and 88 closed out, a net change of +31 holders.
  • The largest Workday buyer in Q1 2024 was Brown Advisory, an estimated $394M added.
  • The largest Workday seller in Q1 2024 was Janus Henderson Group, an estimated $580M sold.

Based on aggregated 13F filings for Q1 2024.