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Workday

1,095 hedge funds and large institutions have $47.5B invested in Workday in 2025 Q3 according to their latest regulatory filings, with 131 funds opening new positions, 374 increasing their positions, 458 reducing their positions, and 155 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.04% more ownership

Funds ownership: 89.1%91.15% (+2%)

3% more capital invested

Capital invested by funds: $46.2B → $47.5B (+$1.36B)

4% less funds holding

Funds holding: 1,1391,095 (-44)

8% less funds holding in top 10

Funds holding in top 10: 2422 (-2)

10% less call options, than puts

Call options by funds: $1.29B | Put options by funds: $1.43B

15% less first-time investments, than exits

New positions opened: 131 | Existing positions closed: 155

18% less repeat investments, than reductions

Existing positions increased: 374 | Existing positions reduced: 458

Holders
1,095
Holders Change
-44
Holders Change %
-3.86%
% of All Funds
14.37%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.29%
New
131
Increased
374
Reduced
458
Closed
155
Calls
$1.29B
Puts
$1.43B
Net Calls
-$144M
Net Calls Change
+$305M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.25B +$158M +684,872 +3%
BlackRock
2
BlackRock
New York
$4.73B +$200M +866,354 +5%
State Street
3
State Street
Massachusetts
$2.33B +$17.1M +74,052 +0.8%
Eagle Capital Management (New York)
4
Eagle Capital Management (New York)
New York
$1.85B +$443M +1,915,069 +33%
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$1.41B +$435M +1,882,391 +48%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.2B +$14.6M +63,066 +1%
T. Rowe Price Investment Management
7
T. Rowe Price Investment Management
Maryland
$974M -$307M -1,325,862 -25%
UBS AM
8
UBS AM
Illinois
$906M +$255M +1,103,421 +42%
Bank of America
9
Bank of America
North Carolina
$830M -$115M -496,593 -13%
Fidelity International
10
Fidelity International
Bermuda
$775M +$215M +929,432 +41%
Parnassus Investments
11
Parnassus Investments
California
$774M +$85.9M +371,561 +13%
Morgan Stanley
12
Morgan Stanley
New York
$768M +$76.9M +332,575 +12%
GIM
13
Generation Investment Management
United Kingdom
$743M +$239M +1,034,589 +50%
UBS Group
14
UBS Group
Switzerland
$738M +$497M +2,150,538 +235%
Manulife (Manufacturers Life Insurance)
15
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$640M -$202M -872,415 -25%
Janus Henderson Group
16
Janus Henderson Group
United Kingdom
$600M +$536M +2,319,394 +1,343%
Invesco
17
Invesco
Georgia
$574M +$45.9M +198,360 +9%
Pictet Asset Management
18
Pictet Asset Management
Switzerland
$559M +$162M +699,485 +43%
First Eagle Investment Management
19
First Eagle Investment Management
New York
$556M +$534M +2,310,688 New
Barclays
20
Barclays
United Kingdom
$552M +$337M +1,458,689 +175%
Loomis, Sayles & Company
21
Loomis, Sayles & Company
Massachusetts
$517M +$8.66M +37,466 +2%
Northern Trust
22
Northern Trust
Illinois
$506M -$22.8M -98,488 -4%
Amundi
23
Amundi
France
$472M +$174M +754,313 +61%
Polen Capital Management
24
Polen Capital Management
Florida
$448M -$395M -1,709,659 -48%
Goldman Sachs
25
Goldman Sachs
New York
$403M +$107M +462,611 +38%

WDAY Hedge Fund Activity: Q3 2025 in Review

1,095 of the 7,619 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: 155 funds closed out of WDAY and 131 opened new positions — a net loss of 24 holders — while 458 trimmed existing stakes and 374 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.

  • 1,095 institutional investors held Workday (WDAY) as of Q3 2025, down from 1,139 in Q2 2025.
  • Funds reported $47.5B of Workday stock for Q3 2025, up 3% quarter-over-quarter.
  • 131 funds opened new Workday positions in Q3 2025 and 155 closed out, a net change of -24 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.