WDAY icon

Workday
WDAY

Overview Fund Activity

1,127 hedge funds and large institutions have $44.7B invested in Workday in 2025 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 489 increasing their positions, 370 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,127
Holders Change
+7
Holders Change %
+0.63%
% of All Funds
15.31%
Holding in Top 10
32
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.57%
% of All Funds
0.43%
New
127
Increased
489
Reduced
370
Closed
102
Calls
$551M
Puts
$731M
Net Calls
-$180M
Net Calls Change
+$282M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$283M
2
Bank of America
Bank of America
North Carolina
+$257M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$213M
4
Squarepoint
Squarepoint
New York
+$205M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$192M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
-$398M
2
MBI
Montrusco Bolton Investments
Quebec, Canada
-$264M
3
UBS Group
UBS Group
Switzerland
-$206M
4
SGA
Sustainable Growth Advisers
Connecticut
-$187M
5
CAM
Contour Asset Management
New York
-$184M
Name Holding Trade Value Shares
Change 		Shares
Change %
DCM
1051
Davidson Capital Management
Texas
$9.58K +$934 +4 +11%
CAWM
1052
Capital A Wealth Management
Pennsylvania
$9.34K – – –
BCMLT
1053
Beacon Capital Management LLC (Tennessee)
Tennessee
$9.11K +$4.67K +20 +105%
TWD
1054
True Wealth Design
Ohio
$8.95K -$18.1K -77 -67%
CJH
1055
Christopher J. Hasenberg
Wisconsin
$8.91K – – –
RWM
1056
Rialto Wealth Management
New York
$8.88K +$701 +3 +9%
KIM
1057
Kestra Investment Management
Texas
$8.64K -$77.3K -331 -90%
BA
1058
Bellwether Advisors
Nebraska
$8.64K – – –
HWA
1059
HHM Wealth Advisors
Tennessee
$8.41K – – –
BAM
1060
Byrne Asset Management
New Jersey
$8.17K -$2.34K -10 -22%
JFA
1061
JNBA Financial Advisors
Minnesota
$8.17K – – –
S
1062
Sachetta
Massachusetts
$7.94K -$234 -1 -3%
CYG
1063
Clean Yield Group
Vermont
$7.71K +$3.5K +15 +83%
HWP
1064
Highline Wealth Partners
California
$7.71K +$7.01K +30 +1,000%
IWM
1065
IMG Wealth Management
Florida
$7.24K -$11.7K -50 -62%
Q1WB
1066
Quest 10 Wealth Builders
Virginia
$6.7K -$16.6K -72 -71%
AA
1067
Ancora Advisors
Ohio
$6.37K -$11.8K -50 -65%
CTC
1068
Cetera Trust Company
Minnesota
$6.07K – – –
MAFA
1069
MJT & Associates Financial Advisory
Minnesota
$5.84K +$5.84K +25 New
TCPG
1070
Trivant Custom Portfolio Group
California
$5.84K – – –
SO
1071
Sierra Ocean
California
$5.14K – – –
WA
1072
WPG Advisers
Maryland
$4.9K +$2.57K +11 +110%
AG
1073
AmeriFlex Group
Nevada
$4.9K +$4.9K +21 New
PPA
1074
Painted Porch Advisors
California
$4.67K – – –
FWM
1075
FSA Wealth Management
Massachusetts
$4.67K – – –
41 42
43
44 45