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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
CFA
1126
Cahill Financial Advisors
Minnesota
-$230K -832 Closed
LOAMU
1127
Lombard Odier Asset Management (USA)
New York
-$228K -827 Closed
LF
1128
Lantz Financial
Illinois
-$228K -826 Closed
MIS
1129
Morningstar Investment Services
Illinois
-$224K -810 Closed
AWM
1130
Axxcess Wealth Management
California
-$219K -795 Closed
RP
1131
Riverwater Partners
Wisconsin
-$215K -780 Closed
RT
1132
Rockland Trust
Massachusetts
-$213K -771 Closed
BAM
1133
Belpointe Asset Management
Nevada
-$209K -756 Closed
B
1134
Bailard
California
-$208K -753 Closed
EI
1135
Ellevest Inc
New York
-$206K -748 Closed
MIFH
1136
Migdal Insurance & Financial Holdings
Israel
-$120K -433 Closed
WPWM
1137
Western Pacific Wealth Management
Illinois
-$99.4K -360 Closed
GWS
1138
Glassman Wealth Services
Virginia
-$59.6K -216 Closed
PS
1139
Planned Solutions
California
-$55.2K -200 Closed
ODG
1140
O'Dell Group
Ohio
-$43.3K -157 Closed
FF
1141
Friedenthal Financial
New Jersey
-$42.8K -155 Closed
PA
1142
PSI Advisors
Florida
-$41.4K -150 Closed
SVCP
1143
Silicon Valley Capital Partners
California
-$41.4K -150 Closed
TWA
1144
Tandem Wealth Advisors
Arizona
-$27.6K -100 Closed
BWM
1145
BKM Wealth Management
Wisconsin
-$22.9K -83 Closed
TCWA
1146
Turtle Creek Wealth Advisors
Texas
-$19K -69 Closed
AS
1147
Altshuler Shaham
Israel
-$18.8K -68 Closed
DI
1148
DAGCO Inc
Ohio
-$17.9K -65 Closed
HF
1149
Halpern Financial
Virginia
-$13.4K -50 Closed
TWM
1150
Tradition Wealth Management
Minnesota
-$6K -22 Closed

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.