323 hedge funds and large institutions have $4.83B invested in Workiva in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 114 increasing their positions, 126 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
-8
Holders Change %
-2.42%
% of All Funds
4.74%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
37
Increased
114
Reduced
126
Closed
40
Calls
$17.3M
Puts
$10.4M
Net Calls
+$6.95M
Net Calls Change
-$11.4M
Name Holding Trade Value Shares
Change
Shares
Change %
FFA
301
Farther Finance Advisors
California
$5.79K +$5.79K +57 New
MA
302
MCF Advisors
Kentucky
$5.48K +$508 +5 +10%
CTWM
303
Cherry Tree Wealth Management
Minnesota
$5.38K
TPCW
304
TD Private Client Wealth
New York
$5.28K
IHWM
305
Iron Horse Wealth Management
Iowa
$5.08K
SWM
306
Spire Wealth Management
Virginia
$4.93K
WTA
307
Washington Trust Advisors
Massachusetts
$4.67K
LC
308
Lindbrook Capital
California
$4.16K -$2.23K -22 -35%
EWA
309
EverSource Wealth Advisors
Alabama
$4.06K +$2.13K +21 +111%
Jones Financial Companies
310
Jones Financial Companies
Missouri
$3.96K +$1.73K +17 +77%
BIA
311
Bell Investment Advisors
California
$3.55K
CTC
312
Central Trust Company
Missouri
$3.25K
PS
313
Principal Securities
Iowa
$2.34K +$2.34K +23 New
AF
314
Advisornet Financial
Minnesota
$2.13K -$102 -1 -5%
CAL
315
Capital Advisors Ltd
Ohio
$2K
BTI
316
Blue Trust Inc
Georgia
$2K +$1.41K +12 +240%
FG
317
Fairman Group
Pennsylvania
$1.62K +$1.62K +16 New
BWL
318
Bogart Wealth LLC
Virginia
$1.42K
BGA
319
Battery Global Advisors
Massachusetts
$1.02K +$1.02K +10 New
BWM
320
Baystate Wealth Management
Massachusetts
$914
GWS
321
Glassman Wealth Services
Virginia
$711 +$406 +4 +133%
JWA
322
JFS Wealth Advisors
Pennsylvania
$508 -$102 -1 -17%
SIC
323
SJS Investment Consulting
Ohio
$204
GIPM
324
G2 Investment Partners Management
New York
-$5.24M -51,714 Closed
LCG
325
Lisanti Capital Growth
New York
-$4.28M -42,255 Closed