308 hedge funds and large institutions have $4.16B invested in Workiva in 2025 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 102 increasing their positions, 108 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

8% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 50

1% less funds holding

Funds holding: 310308 (-2)

6% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 108

Holders
308
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.8M
Puts
$4.16M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
S
251
SignatureFD
Georgia
$45.5K
HI
252
Harbour Investments
Wisconsin
$43.8K
Rockefeller Capital Management
253
Rockefeller Capital Management
New York
$43.4K
AWM
254
Abound Wealth Management
Tennessee
$43K
AF
255
Allworth Financial
California
$35.5K
FFA
256
Farther Finance Advisors
California
$34.7K
EWA
257
EverSource Wealth Advisors
Alabama
$33.7K
Bessemer Group
258
Bessemer Group
New Jersey
$31K
C
259
Covestor
United Kingdom
$27K
GI
260
GAMMA Investing
California
$24.7K
FDCDDQ
261
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21.5K
FHC
262
First Horizon Corporation
Tennessee
$20.7K
ASN
263
Advisory Services Network
Georgia
$18.2K
DB
264
Danske Bank
Denmark
$17.2K
HNB
265
Huntington National Bank
Ohio
$16.6K
CT
266
Colonial Trust
South Carolina
$14.4K
VCM
267
Versant Capital Management
Arizona
$11.2K
CPG
268
Cornerstone Planning Group
New Jersey
$10.3K
RA
269
Rise Advisors
New York
$10.1K
Optiver Holding
270
Optiver Holding
Netherlands
$9.9K
IA
271
IFP Advisors
Florida
$8.95K
WIM
272
Westside Investment Management
California
$8.07K
RIL
273
Rothschild Investment LLC
Illinois
$7.92K
QL
274
Quarry LP
New York
$7.06K
Group One Trading
275
Group One Trading
Illinois
$5.94K