328 hedge funds and large institutions have $3.54B invested in Workiva in 2025 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 120 increasing their positions, 97 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
+15
Holders Change %
+4.79%
% of All Funds
4.46%
Holding in Top 10
1
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-83.33%
% of All Funds
0.01%
New
66
Increased
120
Reduced
97
Closed
47
Calls
$1.27M
Puts
$8.92M
Net Calls
-$7.65M
Net Calls Change
-$2.06M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
276
Abound Wealth Management
Tennessee
$38K
FHA
277
First Horizon Advisors
Tennessee
$37.7K
C
278
Covestor
United Kingdom
$34K +$26.8K +353 +372%
FFA
279
Farther Finance Advisors
California
$31.3K +$27.4K +360 +706%
SW
280
SVB Wealth
Massachusetts
$26.2K +$26.2K +345 New
VSQM
281
V-Square Quantitative Management
Illinois
$25.9K
GI
282
GAMMA Investing
California
$21.1K +$2.35K +31 +13%
FDCDDQ
283
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19K
VCM
284
Versant Capital Management
Arizona
$16.6K +$7.67K +101 +86%
HNB
285
Huntington National Bank
Ohio
$15.6K +$2.58K +34 +20%
MG
286
Mather Group
Illinois
$13.4K +$9.87K +130 +283%
CT
287
Colonial Trust
South Carolina
$13.3K
RA
288
Rise Advisors
New York
$8.88K -$2.2K -29 -20%
Jones Financial Companies
289
Jones Financial Companies
Missouri
$8.82K +$5.2K +66 +143%
AF
290
Allworth Financial
California
$8.57K +$1.24K +17 +17%
PA
291
Parallel Advisors
California
$7.82K
QL
292
Quarry LP
New York
$7.52K +$7.52K +99 New
Amundi
293
Amundi
France
$6.86K +$1.94K +28 +39%
EWA
294
EverSource Wealth Advisors
Alabama
$6.53K -$60.7K -799 -90%
TWD
295
True Wealth Design
Ohio
$5.39K +$4.48K +59 +492%
FNWA
296
Financial Network Wealth Advisors
Utah
$5.16K
RIL
297
Rothschild Investment LLC
Illinois
$4.93K +$759 +10 +18%
GBT
298
Grove Bank & Trust
Florida
$4.71K +$4.55K +60 +3,000%
LC
299
Lindbrook Capital
California
$4.25K +$2.66K +35 +167%
PS
300
Principal Securities
Iowa
$4.05K