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 %
HT
251
Headlands Technologies
Illinois
$171K +$171K +2,256 New
Mitsubishi UFJ Asset Management
252
Mitsubishi UFJ Asset Management
Japan
$163K -$18.3K -241 -10%
A
253
AlphaQuest
New York
$163K +$163K +2,147 New
Canada Pension Plan Investment Board
254
Canada Pension Plan Investment Board
Ontario, Canada
$144K -$3.25M -42,800 -96%
SOW
255
State of Wyoming
Wyoming
$143K +$5.77K +76 +4%
PAG
256
Paladin Advisory Group
Iowa
$141K
AB
257
Amalgamated Bank
New York
$133K +$455 +6 +0.3%
SAM
258
Shell Asset Management
Netherlands
$129K -$5.6K -74 -4%
Fifth Third Bancorp
259
Fifth Third Bancorp
Ohio
$128K -$76 -1 -0.1%
IWA
260
Icon Wealth Advisors
Texas
$109K -$112K -1,472 -51%
Nisa Investment Advisors
261
Nisa Investment Advisors
Missouri
$106K -$4.48K -59 -4%
AAM
262
Advisors Asset Management
Colorado
$86.5K +$5.39K +71 +7%
TRCT
263
Tower Research Capital (TRC)
New York
$83K +$22.5K +297 +37%
GWSG
264
GPS Wealth Strategies Group
Colorado
$81.2K
SAM
265
Smartleaf Asset Management
Massachusetts
$68K -$2.83K -36 -4%
CCM
266
Coldstream Capital Management
Washington
$63.7K +$63.7K +839 New
PPC
267
Park Place Capital
Alabama
$60.4K
GWSA
268
Global Wealth Strategies & Associates
Colorado
$53.4K +$53.4K +703 New
Osaic Holdings
269
Osaic Holdings
Arizona
$49.5K -$680K -8,952 -93%
S
270
SignatureFD
Georgia
$49K -$607 -8 -1%
JFGIW
271
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$45.5K
Bessemer Group
272
Bessemer Group
New Jersey
$43K +$22.4K +296 +109%
BC
273
Bayforest Capital
United Kingdom
$39.4K +$39.4K +519 New
HI
274
Harbour Investments
Wisconsin
$38.6K +$38.6K +509 New
Simplex Trading
275
Simplex Trading
Illinois
$38K +$38K +503 New