291 hedge funds and large institutions have $3.6B invested in Workiva in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 90 increasing their positions, 124 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
-8
Holders Change %
-2.68%
% of All Funds
4.21%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
35
Increased
90
Reduced
124
Closed
41
Calls
$6.53M
Puts
$4.68M
Net Calls
+$1.85M
Net Calls Change
-$608K
Name Holding Trade Value Shares
Change
Shares
Change %
SOW
226
State of Wyoming
Wyoming
$135K +$16.1K +204 +14%
KBC Group
227
KBC Group
Belgium
$125K +$25.2K +318 +25%
Nisa Investment Advisors
228
Nisa Investment Advisors
Missouri
$106K -$8.47K -107 -7%
Canada Pension Plan Investment Board
229
Canada Pension Plan Investment Board
Ontario, Canada
$103K
Bessemer Group
230
Bessemer Group
New Jersey
$94K -$19.3M -240,262 -100%
GWSG
231
GPS Wealth Strategies Group
Colorado
$84.7K
AAM
232
Advisors Asset Management
Colorado
$79.3K +$7.12K +90 +10%
Simplex Trading
233
Simplex Trading
Illinois
$76K -$559K -7,132 -88%
SAM
234
Smartleaf Asset Management
Massachusetts
$74.9K +$6.2K +77 +9%
PPC
235
Park Place Capital
Alabama
$63K -$1.42K -18 -2%
HNB
236
Hilltop National Bank
Wyoming
$61.3K -$4.59K -58 -7%
Osaic Holdings
237
Osaic Holdings
Arizona
$58.7K +$1.5K +19 +3%
S
238
SignatureFD
Georgia
$52.3K +$3.88K +49 +8%
AWM
239
Abound Wealth Management
Tennessee
$39.6K
FHA
240
First Horizon Advisors
Tennessee
$39.3K
HT
241
Headlands Technologies
Illinois
$36.9K -$102K -1,286 -73%
VSQM
242
V-Square Quantitative Management
Illinois
$27.6K +$27.6K +349 New
FDCDDQ
243
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19.8K +$19.8K +250 New
HIA
244
Harbor Investment Advisory
Maryland
$16.6K -$38.8K -491 -70%
HNB
245
Huntington National Bank
Ohio
$15K -$79 -1 -0.5%
GI
246
GAMMA Investing
California
$14K +$6.96K +88 +99%
CT
247
Colonial Trust
South Carolina
$13.6K
C
248
Covestor
United Kingdom
$13K +$5.64K +69 +77%
RA
249
Rise Advisors
New York
$11.6K
Lazard Asset Management
250
Lazard Asset Management
New York
$11K -$305K -4,158 -97%