250 hedge funds and large institutions have $2.92B invested in Workiva in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 122 increasing their positions, 79 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
-37
Holders Change %
-12.89%
% of All Funds
4.23%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.03%
New
25
Increased
122
Reduced
79
Closed
59
Calls
$3.39M
Puts
$1.86M
Net Calls
+$1.53M
Net Calls Change
+$696K
Name Holding Trade Value Shares
Change
Shares
Change %
CWA
276
Cornerstone Wealth Advisors
Minnesota
-$289K -2,450 Closed
MYIA
277
Mount Yale Investment Advisors
Colorado
-$277K -2,351 Closed
Neuberger Berman Group
278
Neuberger Berman Group
New York
-$272K -2,298 Closed
AIM
279
Aigen Investment Management
New York
-$269K -2,276 Closed
Truist Financial
280
Truist Financial
North Carolina
-$266K -2,249 Closed
QT
281
Quantbot Technologies
New York
-$257K -2,180 Closed
BMSSC
282
B. Metzler seel. Sohn & Co
Germany
-$250K -2,121 Closed
ET
283
Equitable Trust
Tennessee
-$250K -2,116 Closed
X
284
Xponance
Pennsylvania
-$241K -2,039 Closed
CIBC Asset Management
285
CIBC Asset Management
Ontario, Canada
-$238K -2,018 Closed
MWM
286
Mission Wealth Management
California
-$236K -2,000 Closed
Ohio Public Employees Retirement System (OPERS)
287
Ohio Public Employees Retirement System (OPERS)
Ohio
-$235K -1,988 Closed
AWS
288
Atria Wealth Solutions
New York
-$229K -1,937 Closed
AT
289
American Trust
Kentucky
-$227K -1,926 Closed
PAG
290
Paladin Advisory Group
Iowa
-$227K -1,857 Closed
WA
291
Wealth Alliance
New York
-$215K -1,819 Closed
SOW
292
State of Wyoming
Wyoming
-$213K -1,809 Closed
SPC
293
Sigma Planning Corp
Michigan
-$201K -1,700 Closed
AS
294
Altshuler Shaham
Israel
-$44K -375 Closed
Koshinski Asset Management
295
Koshinski Asset Management
Illinois
-$20.1K -170 Closed
HFM
296
Harvest Fund Management
China
-$19K -165 Closed
LAS
297
Lloyd Advisory Services
Georgia
-$15K -126 Closed
T
298
TCWP
Ohio
-$13K -114 Closed
BBHC
299
Brown Brothers Harriman & Co
New York
-$9K -75 Closed
CA
300
Clearstead Advisors
Ohio
-$7K -60 Closed