309 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, 109 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: 311309 (-2)

6% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 109

Holders
309
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
SAM
251
Shell Asset Management
Netherlands
$47K
S
252
SignatureFD
Georgia
$45.5K
HI
253
Harbour Investments
Wisconsin
$43.8K
Rockefeller Capital Management
254
Rockefeller Capital Management
New York
$43.4K
AWM
255
Abound Wealth Management
Tennessee
$43K
AF
256
Allworth Financial
California
$35.5K
FFA
257
Farther Finance Advisors
California
$34.7K
EWA
258
EverSource Wealth Advisors
Alabama
$33.7K
Bessemer Group
259
Bessemer Group
New Jersey
$31K
C
260
Covestor
United Kingdom
$27K
GI
261
GAMMA Investing
California
$24.7K
FDCDDQ
262
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21.5K
FHC
263
First Horizon Corporation
Tennessee
$20.7K
ASN
264
Advisory Services Network
Georgia
$18.2K
DB
265
Danske Bank
Denmark
$17.2K
HNB
266
Huntington National Bank
Ohio
$16.6K
CT
267
Colonial Trust
South Carolina
$14.4K
VCM
268
Versant Capital Management
Arizona
$11.2K
CPG
269
Cornerstone Planning Group
New Jersey
$10.3K
RA
270
Rise Advisors
New York
$10.1K
Optiver Holding
271
Optiver Holding
Netherlands
$9.9K
IA
272
IFP Advisors
Florida
$8.95K
WIM
273
Westside Investment Management
California
$8.07K
RIL
274
Rothschild Investment LLC
Illinois
$7.92K
QL
275
Quarry LP
New York
$7.06K