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312 hedge funds and large institutions have $3.17B invested in Workiva in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 102 increasing their positions, 129 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

1.3% less ownership

Funds ownership: 90.48%89.17% (-1.3%)

5% less funds holding

Funds holding: 329312 (-17)

12% less capital invested

Capital invested by funds: $3.59B → $3.17B (-$424M)

21% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 129

28% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 53

64% less call options, than puts

Call options by funds: $1.53M | Put options by funds: $4.21M

Holders
312
Holders Change
-17
Holders Change %
-5.17%
% of All Funds
4.11%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
38
Increased
102
Reduced
129
Closed
53
Calls
$1.53M
Puts
$4.21M
Net Calls
-$2.68M
Net Calls Change
+$4.97M
Name Holding Trade Value Shares
Change
Change in
Stake
Mackenzie Financial
226
Mackenzie Financial
Ontario, Canada
$225K +$1.17K +17 +0.5%
BEI
227
Benjamin Edwards Inc
Missouri
$217K -$7.01K -102 -3%
WA
228
Wealth Alliance
New York
$214K +$16.2K +236 +8%
FG
229
Foster Group
Iowa
$207K -$894 -13 -0.4%
CWP
230
Capital Wealth Planning
Florida
$205K
PFBT
231
Parkside Financial Bank & Trust
Missouri
$194K -$1.86K -27 -0.9%
Mitsubishi UFJ Asset Management
232
Mitsubishi UFJ Asset Management
Japan
$168K +$20.9K +304 +14%
SO
233
STRS Ohio
Ohio
$157K -$131K -1,900 -45%
Northwestern Mutual Wealth Management
234
Northwestern Mutual Wealth Management
Wisconsin
$141K -$24.6K -358 -15%
PAG
235
Paladin Advisory Group
Iowa
$127K
AB
236
Amalgamated Bank
New York
$120K
SAM
237
Shell Asset Management
Netherlands
$105K -$11.6K -169 -10%
Nisa Investment Advisors
238
Nisa Investment Advisors
Missouri
$102K +$6.6K +96 +7%
KBC Group
239
KBC Group
Belgium
$98K -$63.1K -917 -39%
SOW
240
State of Wyoming
Wyoming
$92.1K -$37.4K -544 -29%
Fifth Third Bancorp
241
Fifth Third Bancorp
Ohio
$77.7K -$38K -553 -33%
DB
242
Danske Bank
Denmark
$76.3K -$1.42M -20,597 -95%
GWSG
243
GPS Wealth Strategies Group
Colorado
$73.2K
AAM
244
Advisors Asset Management
Colorado
$70K -$8.05K -117 -10%
HNB
245
Hilltop National Bank
Wyoming
$66.3K +$66.6K +969 New
SSG
246
Summit Securities Group
New York
$63.9K +$64.2K +934 New
SAM
247
Smartleaf Asset Management
Massachusetts
$55K -$1.93K -28 -3%
PPC
248
Park Place Capital
Alabama
$54.4K
TWC
249
TD Waterhouse Canada
Ontario, Canada
$50.5K +$50.9K +740 New
GWSA
250
Global Wealth Strategies & Associates
Colorado
$48.1K

WK Hedge Fund Activity: Q2 2025 in Review

312 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Workiva (WK) for Q2 2025, worth a combined $3.17B — down 12% from $3.59B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of WK and 38 opened new positions — a net loss of 15 holders — while 129 trimmed existing stakes and 102 added.

The largest buyer was Eminence Capital, adding an estimated $123M. The largest seller was Fidelity Investments, cutting an estimated $71.4M.

  • 312 institutional investors held Workiva (WK) as of Q2 2025, down from 329 in Q1 2025.
  • Funds reported $3.17B of Workiva stock for Q2 2025, down 12% quarter-over-quarter.
  • 38 funds opened new Workiva positions in Q2 2025 and 53 closed out, a net change of -15 holders.
  • The largest Workiva buyer in Q2 2025 was Eminence Capital, an estimated $123M added.
  • The largest Workiva seller in Q2 2025 was Fidelity Investments, an estimated $71.4M sold.

Based on aggregated 13F filings for Q2 2025.