250 hedge funds and large institutions have $2.92B invested in Workiva in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 122 increasing their positions, 79 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
-37
Holders Change %
-12.89%
% of All Funds
4.23%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.03%
New
25
Increased
122
Reduced
79
Closed
59
Calls
$3.39M
Puts
$1.86M
Net Calls
+$1.53M
Net Calls Change
+$696K
Name Holding Trade Value Shares
Change
Shares
Change %
PA
226
Parallel Advisors
California
$7K +$3.3K +49 +89%
C
227
Covestor
United Kingdom
$6K -$65 -1 -1%
WTA
228
Washington Trust Advisors
Massachusetts
$5K +$1.8K +28 +56%
TPCW
229
TD Private Client Wealth
New York
$4.88K
Northwestern Mutual Wealth Management
230
Northwestern Mutual Wealth Management
Wisconsin
$4K -$19.6K -318 -83%
AF
231
Advisornet Financial
Minnesota
$4K
HR
232
Howe & Rusling
New York
$4K +$963 +13 +32%
HI
233
Harbour Investments
Wisconsin
$4K +$4K +64 New
Simplex Trading
234
Simplex Trading
Illinois
$4K +$4K +72 New
MCM
235
Manchester Capital Management
Vermont
$3K -$2.39K -35 -44%
IHWM
236
Iron Horse Wealth Management
Iowa
$3K
GC
237
Globeflex Capital
California
$3K +$3K +38 New
CA
238
Crewe Advisors
Utah
$3K +$3K +42 New
WT
239
Whittier Trust
California
$2K
BPC
240
Banque Pictet & Cie
Switzerland
$1.65K
MF
241
Magnetar Financial
Illinois
$1.34K +$1.34K +20,370 New
Fuller & Thaler Asset Management
242
Fuller & Thaler Asset Management
California
$1K -$6.42M -122,032 -100%
LC
243
Lindbrook Capital
California
$1K -$4.13K -33 -80%
EC
244
Elequin Capital
New York
$1K -$333 -7 -25%
IA
245
IFP Advisors
Florida
$1K
BWM
246
Baystate Wealth Management
Massachusetts
$1K
GWS
247
Glassman Wealth Services
Virginia
$1K +$500 +7 +100%
Bank of Montreal
248
Bank of Montreal
Ontario, Canada
$340 -$208 -2,979 -38%
Westfield Capital Management
249
Westfield Capital Management
Massachusetts
-$29.3M -248,100 Closed
N
250
Natixis
France
-$13.6M -115,141 Closed