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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
TCPG
1026
Trivant Custom Portfolio Group
California
$6.82K
RWA
1027
Redmont Wealth Advisors
Illinois
$6.82K +$7.12K +25 New
GEA
1028
Glen Eagle Advisors
New Jersey
$6.55K
FCA
1029
FinTrust Capital Advisors
South Carolina
$6.27K
CWM
1030
Cedar Wealth Management
California
$6K +$6.26K +22 New
SC
1031
SouthState Corp
Florida
$5.73K +$5.98K +21 New
GI
1032
Gradient Investments
Minnesota
$5.46K -$2.28K -8 -29%
FWM
1033
FSA Wealth Management
Massachusetts
$5.46K +$5.69K +20 New
BCMLT
1034
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.18K -$20.5K -72 -79%
CYG
1035
Clean Yield Group
Vermont
$4.91K
PWMG
1036
Private Wealth Management Group
New Jersey
$4.91K
PA
1037
Pineridge Advisors
Missouri
$4.09K -$1.99K -7 -32%
AW
1038
Avion Wealth
Texas
$4K -$285 -1 -8%
AA
1039
AlphaMark Advisors
Kentucky
$4K
MCM
1040
MV Capital Management
Maryland
$3.82K +$1.42K +5 +56%
MCM
1041
Manchester Capital Management
Vermont
$3.55K +$569 +2 +18%
S
1042
Sachetta
Massachusetts
$3.31K
PWMG
1043
Prestige Wealth Management Group
New Jersey
$3.27K +$854 +3 +33%
AP
1044
Atwood & Palmer
Missouri
$3.27K +$3.42K +12 New
HBW
1045
Hazlett, Burt & Watson
West Virginia
$3K
CTWM
1046
Cherry Tree Wealth Management
Minnesota
$2.73K
WF
1047
WoodTrust Financial
Wisconsin
$2.3K -$569 -2 -0%
VCM
1048
Versant Capital Management
Arizona
$2.18K
RAM
1049
Riggs Asset Management
Pennsylvania
$1.91K +$1.99K +7 New
MHR
1050
Matthew Hamilton Rosenberg
$1.91K

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.