308 hedge funds and large institutions have $4.16B invested in Workiva in 2025 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 102 increasing their positions, 108 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

8% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 50

1% less funds holding

Funds holding: 310308 (-2)

6% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 108

Holders
308
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.8M
Puts
$4.16M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Asset Management
226
Mitsubishi UFJ Asset Management
Japan
$207K
CAM
227
Cresset Asset Management
Illinois
$204K
AIM
228
Aigen Investment Management
New York
$202K
SOADOR
229
State of Alaska Department of Revenue
Alaska
$189K
DJSG
230
D.J. St. Germain
Massachusetts
$177K
Northwestern Mutual Wealth Management
231
Northwestern Mutual Wealth Management
Wisconsin
$175K
HWA
232
Heartwood Wealth Advisors
Virginia
$172K
TRCT
233
Tower Research Capital (TRC)
New York
$162K
PAG
234
Paladin Advisory Group
Iowa
$160K
PE
235
Point72 Europe
United Kingdom
$160K
AB
236
Amalgamated Bank
New York
$140K
SOW
237
State of Wyoming
Wyoming
$134K
Nisa Investment Advisors
238
Nisa Investment Advisors
Missouri
$131K
SAM
239
Smartleaf Asset Management
Massachusetts
$109K
Fifth Third Bancorp
240
Fifth Third Bancorp
Ohio
$99.2K
GWSG
241
GPS Wealth Strategies Group
Colorado
$87.8K
HNB
242
Hilltop National Bank
Wyoming
$83.4K
AAM
243
Advisors Asset Management
Colorado
$74.5K
EIM
244
Essex Investment Management
Massachusetts
$62.7K
GWSA
245
Global Wealth Strategies & Associates
Colorado
$60.5K
Osaic Holdings
246
Osaic Holdings
Arizona
$55.1K
BNP Paribas Asset Management
247
BNP Paribas Asset Management
France
$54K
PPC
248
Park Place Capital
Alabama
$53.1K
A
249
AlphaQuest
New York
$50.1K
SAM
250
Shell Asset Management
Netherlands
$47K