Workday
WDAY
1,101 hedge funds and large institutions have $47.5B invested in Workday in 2025 Q3 according to their latest regulatory filings, with 133 funds opening new positions, 375 increasing their positions, 460 reducing their positions, and 154 closing their positions.
20% more capital inflows, than outflows
Capital inflows: $7.4B | Capital outflows: $6.19B
2.05% more ownership
Funds ownership: 89.1% → 91.15% (+2%)
4% less funds holding
Funds holding: 1,142 → 1,101 (-41)
8% less funds holding in top 10
Funds holding in top 10: 24 → 22 (-2)
10% less call options, than puts
Call options by funds: $1.29B | Put options by funds: $1.43B
14% less first-time investments, than exits
New positions opened: 133 | Existing positions closed: 154
18% less repeat investments, than reductions
Existing positions increased: 375 | Existing positions reduced: 460
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
|
+$536M |
| 2 |
First Eagle Investment Management
New York
|
+$534M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$497M |
| 4 |
Eagle Capital Management (New York)
New York
|
+$443M |
| 5 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$435M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ClearBridge Investments
New York
|
-$625M |
| 2 |
Brown Advisory
Baltimore,
Maryland
|
-$416M |
| 3 |
Polen Capital Management
Boca Raton,
Florida
|
-$395M |
| 4 |
Sustainable Growth Advisers
Stamford,
Connecticut
|
-$337M |
| 5 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$328M |
WDAY Hedge Fund Activity: Q3 2025 in Review
1,101 of the 7,656 institutional investors tracked by Wall St. Rank reported a position in Workday (WDAY) for Q3 2025, worth a combined $47.5B — up 3% from $46.2B a quarter earlier.
Sellers outnumbered buyers: 154 funds closed out of WDAY and 133 opened new positions — a net loss of 21 holders — while 460 trimmed existing stakes and 375 added.
The largest buyer was Janus Henderson Group, adding an estimated $536M. The largest seller was ClearBridge Investments, exiting entirely with an estimated $625M sold.
- 1,101 institutional investors held Workday (WDAY) as of Q3 2025, down from 1,142 in Q2 2025.
- Funds reported $47.5B of Workday stock for Q3 2025, up 3% quarter-over-quarter.
- 133 funds opened new Workday positions in Q3 2025 and 154 closed out, a net change of -21 holders.
- The largest Workday buyer in Q3 2025 was Janus Henderson Group, an estimated $536M added.
- The largest Workday seller in Q3 2025 was ClearBridge Investments, an estimated $625M sold.
Based on aggregated 13F filings for Q3 2025.