299 hedge funds and large institutions have $3.41B invested in Workiva in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 110 increasing their positions, 110 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
-2
Holders Change %
-0.66%
% of All Funds
4.35%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
44
Increased
110
Reduced
110
Closed
40
Calls
$6.98M
Puts
$4.52M
Net Calls
+$2.46M
Net Calls Change
+$1.87M
Name Holding Trade Value Shares
Change
Shares
Change %
CPG
276
Cornerstone Planning Group
New Jersey
$3.02K -$6.32K -88 -68%
CTC
277
Central Trust Company
Missouri
$2.34K
BIA
278
Bell Investment Advisors
California
$2.04K -$511 -7 -20%
AWM
279
Avior Wealth Management
Nebraska
$2.04K -$32K -438 -94%
NA
280
NewEdge Advisors
Louisiana
$1.9K
PS
281
Principal Securities
Iowa
$1.61K -$1.97K -27 -55%
RIL
282
Rothschild Investment LLC
Illinois
$1.46K +$1.1K +15 +300%
IA
283
IFP Advisors
Florida
$1.46K +$1.46K +20 New
SC
284
Stephens Consulting
Michigan
$1.39K +$1.39K +19 New
BHWM
285
Beaird Harris Wealth Management
Texas
$1.31K +$1.31K +18 New
WTA
286
Washington Trust Advisors
Massachusetts
$1.24K -$2.63K -36 -68%
FG
287
Fairman Group
Pennsylvania
$1.17K
SIC
288
Salem Investment Counselors
North Carolina
$1.1K
AF
289
Advisornet Financial
Minnesota
$1.1K +$365 +5 +50%
BWL
290
Bogart Wealth LLC
Virginia
$1.02K
CAL
291
Capital Advisors Ltd
Ohio
$1K
PWMG
292
Private Wealth Management Group
New Jersey
$876 -$4.67K -64 -84%
Allspring Global Investments
293
Allspring Global Investments
North Carolina
$729 -$8.05M -110,435 -100%
EWA
294
EverSource Wealth Advisors
Alabama
$443 +$295 +4 +200%
IC
295
Innealta Capital
Texas
$438 +$438 +6 New
MPWT
296
MassMutual Private Wealth & Trust
Connecticut
$146 -$4.53K -62 -97%
MCM
297
MV Capital Management
Maryland
$73 +$73 +1 New
TFM
298
TFC Financial Management
Massachusetts
$73 +$73 +1 New
AAMU
299
AEGON Asset Management (UK)
United Kingdom
-$16.1M -190,000 Closed
SBH
300
Segall Bryant & Hamill
Illinois
-$7.11M -83,884 Closed