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Workiva
WK

Overview Fund Activity

310 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, 104 increasing their positions, 126 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
Holders Change
-18
Holders Change %
-5.49%
% of All Funds
4.16%
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
104
Reduced
126
Closed
54
Calls
$1.53M
Puts
$4.21M
Net Calls
-$2.68M
Net Calls Change
+$4.97M

Top Buyers

1
EC
Eminence Capital
New York
$181M
2
EDRH
Edmond de Rothschild Holding
Switzerland
$88.7M
3
Vanguard Group
Vanguard Group
Pennsylvania
$427M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$19.9M
5
JFG
Jefferies Financial Group
New York
$11.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$116M
2
Artisan Partners
Artisan Partners
Wisconsin
$0
3
AllianceBernstein
AllianceBernstein
Tennessee
$4.03M
4
Invesco
Invesco
Georgia
$2.67M
5
Macquarie Group
Macquarie Group
Australia
$65.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BNP Paribas Asset Management
251
BNP Paribas Asset Management
France
$41K +$41K +605 New
Bessemer Group
252
Bessemer Group
New Jersey
$39K – – –
HI
253
Harbour Investments
Wisconsin
$34.8K – – –
AWM
254
Abound Wealth Management
Tennessee
$34.2K – – –
FHA
255
First Horizon Advisors
Tennessee
$34K – – –
S
256
SignatureFD
Georgia
$30.4K -$13.8K -201 -31%
LFG
257
Larson Financial Group
Missouri
$28.2K +$25.2K +368 +836%
FFA
258
Farther Finance Advisors
California
$25.9K -$2.26K -33 -8%
Simplex Trading
259
Simplex Trading
Illinois
$23K -$11K -163 -32%
C
260
Covestor
United Kingdom
$21K -$9.35K -138 -31%
ACM
261
Aster Capital Management
United Arab Emirates
$18.6K +$18.6K +271 New
FDCDDQ
262
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.1K – – –
AF
263
Allworth Financial
California
$15.5K +$7.39K +108 +92%
HNB
264
Huntington National Bank
Ohio
$13.3K -$753 -11 -5%
CT
265
Colonial Trust
South Carolina
$11.1K – – –
Optiver Holding
266
Optiver Holding
Netherlands
$9.52K +$9.52K +139 New
EWA
267
EverSource Wealth Advisors
Alabama
$8.42K +$2.53K +37 +43%
RA
268
Rise Advisors
New York
$8.01K – – –
VCM
269
Versant Capital Management
Arizona
$7.94K -$7.05K -103 -47%
WIM
270
Westside Investment Management
California
$6.55K +$6.55K +96 New
IA
271
IFP Advisors
Florida
$5.2K +$4.48K +31 +620%
GI
272
GAMMA Investing
California
$5.07K -$14K -204 -73%
SS
273
Sunbelt Securities
Texas
$4.71K – – –
FNWA
274
Financial Network Wealth Advisors
Utah
$4.66K – – –
RIL
275
Rothschild Investment LLC
Illinois
$4.11K -$342 -5 -8%
9 10
11
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