331 hedge funds and large institutions have $4.69B invested in Workiva in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 109 increasing their positions, 114 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
+26
Holders Change %
+8.52%
% of All Funds
5.28%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
52
Increased
109
Reduced
114
Closed
24
Calls
$26.4M
Puts
$8.1M
Net Calls
+$18.3M
Net Calls Change
+$8.3M
Name Holding Trade Value Shares
Change
Shares
Change %
WTG
276
West Tower Group
Virginia
$76.3K +$76.3K +753 New
HIA
277
Harbor Investment Advisory
Maryland
$70.8K -$48.6K -480 -41%
FHA
278
First Horizon Advisors
Tennessee
$63.6K +$2.94K +29 +5%
HFM
279
Harvest Fund Management
China
$54K +$54K +536 New
AWM
280
Abound Wealth Management
Tennessee
$50.7K
GIA
281
GHP Investment Advisors
Colorado
$38.3K
CFB
282
Cullen/Frost Bankers
Texas
$34.4K
PA
283
Parallel Advisors
California
$32K +$8.01K +79 +33%
QL
284
Quarry LP
New York
$27.1K +$27.1K +267 New
CFGS
285
Concourse Financial Group Securities
Alabama
$19.7K -$3.24K -32 -14%
AIM
286
Arcadia Investment Management
Michigan
$19.1K
MIFH
287
Migdal Insurance & Financial Holdings
Israel
$19K -$2.66K -26 -12%
CT
288
Colonial Trust
South Carolina
$18.9K +$6.83K +61 +56%
CPG
289
Cornerstone Planning Group
New Jersey
$18.4K -$8.11K -80 -31%
RA
290
RiverPark Advisors
New York
$18.3K +$18.3K +181 New
HNB
291
Huntington National Bank
Ohio
$17.1K -$608 -6 -3%
SS
292
Sunbelt Securities
Texas
$17.1K
QCG
293
Quadrant Capital Group
Ohio
$14.9K +$507 +5 +4%
VWM
294
Venturi Wealth Management
Texas
$12.5K +$12.5K +123 New
AF
295
Allworth Financial
California
$11.1K +$9.12K +90 +450%
HIIFS
296
Harel Insurance Investments & Financial Services
Israel
$11K -$991 -10 -8%
SPIA
297
Steward Partners Investment Advisory
New York
$10.1K
Group One Trading
298
Group One Trading
Illinois
$9.63K +$9.63K +95 New
C
299
Covestor
United Kingdom
$9K -$99 -1 -1%
GC
300
Globeflex Capital
California
$7.2K