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Workiva
WK

Overview Fund Activity

308 hedge funds and large institutions have $3.16B invested in Workiva in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 103 increasing their positions, 125 reducing their positions, and 54 closing their positions.

Holders
308
Holders Change
-20
Holders Change %
-6.1%
% of All Funds
4.13%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
38
Increased
103
Reduced
125
Closed
54
Calls
$588K
Puts
$397K
Net Calls
+$191K
Net Calls Change
+$7.84M

Top Buyers

1
EC
1
Eminence Capital
New York
$181M
2
EDRH
2
Edmond de Rothschild Holding
Switzerland
$88.7M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$427M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$19.9M
5
JFG
5
Jefferies Financial Group
New York
$11.6M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$116M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$0
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$4.03M
4
Invesco
4
Invesco
Georgia
$2.67M
5
Macquarie Group
5
Macquarie Group
Australia
$65.8M
Name Market Value Shares Shares
Change 		Shares
Change %
CA
301
Clearstead Advisors
Ohio
$274 4 +4 New
JWA
302
JFS Wealth Advisors
Pennsylvania
$206 3 -5 -63%
DPW
303
DiNuzzo Private Wealth
Pennsylvania
$206 3 +3 New
AssetMark Inc
304
AssetMark Inc
California
$137 2 -15 -88%
SIC
305
SJS Investment Consulting
Ohio
$137 2 +1 +100%
HIA
306
HFM Investment Advisors
New Jersey
$137 2 +2 New
TPWA
307
Twin Peaks Wealth Advisors
California
$73 1 +1 New
MCM
308
MV Capital Management
Maryland
$69 1 -1 -50%
RWM
309
Rialto Wealth Management
New York
$69 1 +1 New
BHWM
310
Bay Harbor Wealth Management
Maryland
$68 1 +1 New
Artisan Partners
311
Artisan Partners
Wisconsin
– – -658,523 Closed
Balyasny Asset Management
312
Balyasny Asset Management
Illinois
– – -277,164 Closed
Thrivent Financial for Lutherans
313
Thrivent Financial for Lutherans
Minnesota
– – -157,363 Closed
LP
314
LMR Partners
United Kingdom
– – -151,500 Closed
FAM
315
Fred Alger Management
New York
– – -111,870 Closed
TC
316
TwinBeech Capital
New York
– – -104,824 Closed
SC
317
SummitTX Capital
Texas
– – -99,051 Closed
ILCM
318
Ivy Lane Capital Management
Florida
– – -62,000 Closed
HIM
319
Hillsdale Investment Management
Ontario, Canada
– – -43,880 Closed
DTL
320
Dynamic Technology Lab
Singapore
– – -31,030 Closed
CF
321
Corebridge Financial
Texas
– – -25,038 Closed
SFI
322
Susquehanna Fundamental Investments
Pennsylvania
– – -20,923 Closed
AAM
323
Azzad Asset Management
Virginia
– – -19,885 Closed
Lazard Asset Management
324
Lazard Asset Management
New York
– – -18,676 Closed
ECM
325
ExodusPoint Capital Management
New York
– – -15,189 Closed
11 12
13
14 15