309 hedge funds and large institutions have $4.16B invested in Workiva in 2025 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 102 increasing their positions, 109 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

8% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 50

1% less funds holding

Funds holding: 311309 (-2)

6% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 109

Holders
309
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.8M
Puts
$4.16M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Group One Trading
276
Group One Trading
Illinois
$5.94K
FNWA
277
Financial Network Wealth Advisors
Utah
$5.85K
CA
278
Clearstead Advisors
Ohio
$4.3K
GRP
279
Global Retirement Partners
California
$4.05K
MG
280
Mather Group
Illinois
$3.96K
GWM
281
Geneos Wealth Management
Colorado
$3.96K
RFP
282
Root Financial Partners
California
$3.87K
GSWM
283
Golden State Wealth Management
California
$3.79K
PA
284
Parallel Advisors
California
$3.27K
PS
285
Principal Securities
Iowa
$3.19K
MPWT
286
MassMutual Private Wealth & Trust
Connecticut
$3.19K
Jones Financial Companies
287
Jones Financial Companies
Missouri
$2.83K
SS
288
SBI Securities
Japan
$2.75K
AA
289
Ancora Advisors
Ohio
$2.5K
TWD
290
True Wealth Design
Ohio
$2.24K
SS
291
Sunbelt Securities
Texas
$2.24K
HWM
292
Hemington Wealth Management
Virginia
$2K
PWMG
293
Private Wealth Management Group
New Jersey
$1.98K
BFS
294
Bare Financial Services
Pennsylvania
$1.98K
SIC
295
Salem Investment Counselors
North Carolina
$1.72K
BWL
296
Bogart Wealth LLC
Virginia
$1.21K
JWA
297
JFS Wealth Advisors
Pennsylvania
$947
WANY
298
Wealthspire Advisors (New York)
New York
$603
DPW
299
DiNuzzo Private Wealth
Pennsylvania
$494
QCG
300
Quadrant Capital Group
Ohio
$431