328 hedge funds and large institutions have $3.54B invested in Workiva in 2025 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 120 increasing their positions, 97 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
+15
Holders Change %
+4.79%
% of All Funds
4.46%
Holding in Top 10
1
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-83.33%
% of All Funds
0.01%
New
66
Increased
120
Reduced
97
Closed
47
Calls
$1.27M
Puts
$8.92M
Net Calls
-$7.65M
Net Calls Change
-$2.06M
Name Holding Trade Value Shares
Change
Shares
Change %
HR
226
Hardy Reed
Mississippi
$263K
MFS
227
Mirabella Financial Services
United Kingdom
$262K
BT
228
Banque Transatlantique
France
$260K +$260K +3,712 New
IC
229
IEQ Capital
California
$256K +$256K +3,370 New
SPA
230
Sherbrooke Park Advisers
New York
$256K +$256K +3,369 New
JFG
231
Jefferies Financial Group
New York
$253K +$253K +3,327 New
BEI
232
Benjamin Edwards Inc
Missouri
$248K -$2.96K -39 -1%
Franklin Resources
233
Franklin Resources
California
$248K +$22.5K +297 +10%
Mackenzie Financial
234
Mackenzie Financial
Ontario, Canada
$248K -$1.29K -17 -0.5%
VF
235
Virtu Financial
New York
$240K +$240K +3,166 New
QCM
236
Qsemble Capital Management
New York
$233K +$233K +3,074 New
FG
237
Foster Group
Iowa
$231K +$304 +4 +0.1%
CWP
238
Capital Wealth Planning
Florida
$228K
WA
239
Wealth Alliance
New York
$219K +$6.91K +91 +3%
AAS
240
Avantax Advisory Services
Texas
$218K +$64.2K +846 +42%
PFBT
241
Parkside Financial Bank & Trust
Missouri
$217K +$6.07K +80 +3%
Skandinaviska Enskilda Banken (SEB)
242
Skandinaviska Enskilda Banken (SEB)
Sweden
$214K +$17.1K +225 +9%
SC
243
Savant Capital
Illinois
$214K +$214K +2,817 New
VA
244
Vident Advisory
Georgia
$212K +$45.9K +604 +28%
MF
245
Magnetar Financial
Illinois
$209K +$209K +2,757 New
CIAM
246
Caitong International Asset Management
Hong Kong
$205K +$205K +2,704 New
BHCM
247
Brevan Howard Capital Management
Jersey
$202K +$202K +2,667 New
Cerity Partners
248
Cerity Partners
New York
$200K -$23.6K -311 -11%
Northwestern Mutual Wealth Management
249
Northwestern Mutual Wealth Management
Wisconsin
$184K -$759 -10 -0.4%
KBC Group
250
KBC Group
Belgium
$178K +$28.3K +372 +19%