327 hedge funds and large institutions have $3.55B invested in Workiva in 2025 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 123 increasing their positions, 97 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

less ownership

Funds ownership:

31% less capital invested

Capital invested by funds: $5.17B → $3.55B (-$1.62B)

83% less funds holding in top 10

Funds holding in top 10: 61 (-5)

86% less call options, than puts

Call options by funds: $1.27M | Put options by funds: $8.92M

Holders
327
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.27M
Puts
$8.92M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
276
$37.7K
277
$34K
278
$31.3K
279
$26.2K
280
$25.9K
281
$21.1K
282
$19K
283
$16.6K
284
$15.6K
285
$13.4K
286
$13.3K
287
$8.88K
288
$8.82K
289
$8.57K
290
$7.82K
291
$7.51K
292
$6.86K
293
$6.53K
294
$5.39K
295
$5.16K
296
$4.93K
297
$4.71K
298
$4.25K
299
$4.05K
300
$3.8K