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Workday
WDAY

Overview Fund Activity

1,031 hedge funds and large institutions have $40.9B invested in Workday in 2024 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 482 increasing their positions, 307 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,031
Holders Change
-31
Holders Change %
-2.92%
% of All Funds
14.99%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.44%
New
119
Increased
482
Reduced
307
Closed
132
Calls
$1.19B
Puts
$1.34B
Net Calls
-$155M
Net Calls Change
+$347M

Top Buyers

1
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$652M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$588M
3
Fidelity International
Fidelity International
Bermuda
+$585M
4
Brown Advisory
Brown Advisory
Maryland
+$325M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$227M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.12B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$558M
3
Artisan Partners
Artisan Partners
Wisconsin
-$400M
4
LPC
Lone Pine Capital
Connecticut
-$386M
5
Jane Street
Jane Street
New York
-$382M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFA
976
JNBA Financial Advisors
Minnesota
$7.83K – – –
CA
977
CoreCap Advisors
Michigan
$7.6K -$58.3K -261 -88%
UWS
978
Unique Wealth Strategies
Illinois
$7.36K +$7.36K +27 New
GFPC
979
Global Financial Private Client
Florida
$7.15K – – –
CB
980
Chris Bulman
California
$6.93K +$6.93K +31 New
DMBA
981
Deseret Mutual Benefit Administrators
Utah
$6.71K +$6.71K +30 New
JWA
982
JFS Wealth Advisors
Pennsylvania
$6.48K -$15.9K -71 -71%
DCM
983
Davidson Capital Management
Texas
$6.48K +$671 +3 +12%
RWMG
984
Redwood Wealth Management Group
New Jersey
$6.48K +$6.48K +29 New
FCA
985
FinTrust Capital Advisors
South Carolina
$6.26K +$1.12K +5 +22%
PCWA
986
Pacific Capital Wealth Advisors
California
$6.04K +$6.04K +27 New
SSG
987
Summit Securities Group
New York
$6K -$47.6K -222 -89%
CTC
988
Cetera Trust Company
Minnesota
$5.81K – – –
TCPG
989
Trivant Custom Portfolio Group
California
$5.59K – – –
RWA
990
Redmont Wealth Advisors
Illinois
$5.59K – – –
RIL
991
Rothschild Investment LLC
Illinois
$5.37K +$4.69K +21 +700%
RS
992
Rakuten Securities
Japan
$5.14K +$3.8K +17 +283%
FFO
993
Fortitude Family Office
Arizona
$4.92K +$4.92K +22 New
PPA
994
Painted Porch Advisors
California
$4.47K +$4.47K +20 New
GI
995
Gradient Investments
Minnesota
$4.25K -$224 -1 -5%
BCMLT
996
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.25K – – –
CYG
997
Clean Yield Group
Vermont
$4.02K – – –
HGERS
998
Householder Group Estate & Retirement Specialist
Arizona
$4K +$4K +22 New
CAS
999
Coppell Advisory Solutions
Texas
$3.8K +$3.8K +17 New
TWP
1000
Triad Wealth Partners
Kansas
$3.58K +$3.58K +16 New
38 39
40
41 42