329 hedge funds and large institutions have $3.59B invested in Workiva in 2025 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 125 increasing their positions, 97 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

less ownership

Funds ownership:

31% less capital invested

Capital invested by funds: $5.17B → $3.59B (-$1.58B)

83% less funds holding in top 10

Funds holding in top 10: 61 (-5)

86% less call options, than puts

Call options by funds: $1.27M | Put options by funds: $8.92M

Holders
329
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.27M
Puts
$8.92M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
226
$277K
227
$277K
228
$277K
229
$274K
230
$263K
231
$256K
232
$256K
233
$253K
234
$248K
235
$248K
236
$248K
237
$240K
238
$233K
239
$231K
240
$228K
241
$219K
242
$218K
243
$217K
244
$214K
245
$212K
246
$209K
247
$205K
248
$202K
249
$200K
250
$184K