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Workiva
WK

Overview Fund Activity

310 hedge funds and large institutions have $3.17B invested in Workiva in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 104 increasing their positions, 126 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
Holders Change
-18
Holders Change %
-5.49%
% of All Funds
4.16%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
38
Increased
104
Reduced
126
Closed
54
Calls
$1.53M
Puts
$4.21M
Net Calls
-$2.68M
Net Calls Change
+$4.97M

Top Buyers

1
EC
1
Eminence Capital
New York
$181M
2
EDRH
2
Edmond de Rothschild Holding
Switzerland
$88.7M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$427M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$19.9M
5
JFG
5
Jefferies Financial Group
New York
$11.6M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$116M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$0
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$4.03M
4
Invesco
4
Invesco
Georgia
$2.67M
5
Macquarie Group
5
Macquarie Group
Australia
$65.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
226
Bank of Montreal
Ontario, Canada
$225K -$404K -5,900 -64%
Mackenzie Financial
227
Mackenzie Financial
Ontario, Canada
$225K +$1.16K +17 +0.5%
BEI
228
Benjamin Edwards Inc
Missouri
$217K -$6.98K -102 -3%
WA
229
Wealth Alliance
New York
$214K +$16.2K +236 +8%
FG
230
Foster Group
Iowa
$207K -$890 -13 -0.4%
CWP
231
Capital Wealth Planning
Florida
$205K – – –
PFBT
232
Parkside Financial Bank & Trust
Missouri
$194K -$1.85K -27 -0.9%
Mitsubishi UFJ Asset Management
233
Mitsubishi UFJ Asset Management
Japan
$168K +$20.8K +304 +14%
SO
234
STRS Ohio
Ohio
$157K -$130K -1,900 -45%
Northwestern Mutual Wealth Management
235
Northwestern Mutual Wealth Management
Wisconsin
$141K -$24.5K -358 -15%
PAG
236
Paladin Advisory Group
Iowa
$127K – – –
AB
237
Amalgamated Bank
New York
$120K – – –
SAM
238
Shell Asset Management
Netherlands
$105K -$11.6K -169 -10%
Nisa Investment Advisors
239
Nisa Investment Advisors
Missouri
$102K +$6.57K +96 +7%
KBC Group
240
KBC Group
Belgium
$98K -$63.1K -917 -39%
SOW
241
State of Wyoming
Wyoming
$92.1K -$37.2K -544 -29%
Fifth Third Bancorp
242
Fifth Third Bancorp
Ohio
$77.7K -$37.9K -553 -33%
GWSG
243
GPS Wealth Strategies Group
Colorado
$73.2K – – –
AAM
244
Advisors Asset Management
Colorado
$70K -$8.01K -117 -10%
HNB
245
Hilltop National Bank
Wyoming
$66.3K +$66.3K +969 New
SSG
246
Summit Securities Group
New York
$63.9K +$63.9K +934 New
SAM
247
Smartleaf Asset Management
Massachusetts
$55K -$1.84K -28 -3%
PPC
248
Park Place Capital
Alabama
$54.4K – – –
TWC
249
TD Waterhouse Canada
Ontario, Canada
$50.5K +$50.5K +740 New
GWSA
250
Global Wealth Strategies & Associates
Colorado
$48.1K – – –
8 9
10
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