301 hedge funds and large institutions have $4.03B invested in Workiva in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 111 increasing their positions, 122 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
-22
Holders Change %
-6.81%
% of All Funds
4.36%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
34
Increased
111
Reduced
122
Closed
54
Calls
$7.88M
Puts
$7.28M
Net Calls
+$594K
Net Calls Change
-$6.35M
Name Holding Trade Value Shares
Change
Shares
Change %
HIIFS
276
Harel Insurance Investments & Financial Services
Israel
$6K +$583 +7 +11%
GI
277
GAMMA Investing
California
$5.77K -$254 -3 -4%
GRP
278
Global Retirement Partners
California
$5.68K
MPWT
279
MassMutual Private Wealth & Trust
Connecticut
$5.43K
MA
280
MCF Advisors
Kentucky
$4.58K
WTA
281
Washington Trust Advisors
Massachusetts
$4.51K +$596 +7 +15%
SWM
282
Spire Wealth Management
Virginia
$4.33K
IHWM
283
Iron Horse Wealth Management
Iowa
$4.24K
PS
284
Principal Securities
Iowa
$4.16K +$2.21K +26 +113%
Simplex Trading
285
Simplex Trading
Illinois
$4K +$4K +52 New
Jones Financial Companies
286
Jones Financial Companies
Missouri
$3.9K +$594 +7 +18%
SS
287
Sunbelt Securities
Texas
$3.65K -$10.7K -126 -75%
BIA
288
Bell Investment Advisors
California
$2.97K
CTC
289
Central Trust Company
Missouri
$2.71K
NA
290
NewEdge Advisors
Louisiana
$2.21K -$46.7K -551 -95%
FG
291
Fairman Group
Pennsylvania
$1.36K
SIC
292
Salem Investment Counselors
North Carolina
$1.27K +$1.27K +15 New
BWL
293
Bogart Wealth LLC
Virginia
$1.19K
CAL
294
Capital Advisors Ltd
Ohio
$1K
LC
295
Lindbrook Capital
California
$848 -$2.63K -31 -76%
AF
296
Advisornet Financial
Minnesota
$848 -$933 -11 -52%
BGA
297
Battery Global Advisors
Massachusetts
$848
RAM
298
Riggs Asset Management
Pennsylvania
$509 +$509 +6 New
A
299
AlphaQuest
New York
$509 +$509 +6 New
RIL
300
Rothschild Investment LLC
Illinois
$424 +$424 +5 New