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Workiva
WK

324 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

67% more call options, than puts

Call options by funds: $17.3M | Put options by funds: $10.4M

2.33% more ownership

Funds ownership: 92.51% → 94.84% (+2.3%)

3% more capital invested

Capital invested by funds: $4.69B → $4.83B (+$148M)

8% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 40

10% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 126

2% less funds holding

Funds holding: 332 → 324 (-8)

29% less funds holding in top 10

Funds holding in top 10: 7 → 5 (-2)

Holders
324
Holders Change
-8
Holders Change %
-2.41%
% of All Funds
4.72%
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

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$57.1M
2
Morgan Stanley
Morgan Stanley
New York
+$31.7M
3
BlackRock
BlackRock
New York
+$26.2M
4
BCM
Brown Capital Management
Maryland
+$22.6M
5
Man Group
Man Group
United Kingdom
+$10.9M

Top Sellers

1
Invesco
Invesco
Georgia
-$17.9M
2
Lazard Asset Management
Lazard Asset Management
New York
-$14.5M
3
RI
Redwood Investments
Massachusetts
-$14.3M
4
Two Sigma Investments
Two Sigma Investments
New York
-$12.5M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$6.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
301
Global Retirement Partners
California
$6.39K +$6.08K +63 +1,575%
FFA
302
Farther Finance Advisors
California
$5.79K +$5.5K +57 New
MA
303
MCF Advisors
Kentucky
$5.48K +$482 +5 +10%
CTWM
304
Cherry Tree Wealth Management
Minnesota
$5.38K – – –
TPCW
305
TD Private Client Wealth
New York
$5.28K – – –
IHWM
306
Iron Horse Wealth Management
Iowa
$5.08K – – –
SWM
307
Spire Wealth Management
Virginia
$4.93K – – –
WTA
308
Washington Trust Advisors
Massachusetts
$4.67K – – –
LC
309
Lindbrook Capital
California
$4.16K -$2.12K -22 -35%
EWA
310
EverSource Wealth Advisors
Alabama
$4.06K +$2.02K +21 +111%
Jones Financial Companies
311
Jones Financial Companies
Missouri
$3.96K +$1.64K +17 +77%
BIA
312
Bell Investment Advisors
California
$3.55K – – –
CTC
313
Central Trust Company
Missouri
$3.25K – – –
PS
314
Principal Securities
Iowa
$2.33K +$2.22K +23 New
AF
315
Advisornet Financial
Minnesota
$2.13K -$96 -1 -5%
CAL
316
Capital Advisors Ltd
Ohio
$2K – – –
BTI
317
Blue Trust Inc
Georgia
$2K +$1.16K +12 +240%
FG
318
Fairman Group
Pennsylvania
$1.62K +$1.54K +16 New
BWL
319
Bogart Wealth LLC
Virginia
$1.42K – – –
BGA
320
Battery Global Advisors
Massachusetts
$1.01K +$964 +10 New
BWM
321
Baystate Wealth Management
Massachusetts
$914 – – –
GWS
322
Glassman Wealth Services
Virginia
$711 +$386 +4 +133%
JWA
323
JFS Wealth Advisors
Pennsylvania
$508 -$96 -1 -17%
SIC
324
SJS Investment Consulting
Ohio
$204 – – –
GIPM
325
G2 Investment Partners Management
New York
– -$5.24M -51,714 Closed
11 12
13
14 15

WK Hedge Fund Activity: Q4 2023 in Review

324 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Workiva (WK) for Q4 2023, worth a combined $4.83B — up 3.2% from $4.69B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of WK and 37 opened new positions — a net loss of 3 holders — while 126 trimmed existing stakes and 114 added.

The largest buyer was Fidelity Investments, adding an estimated $57.1M. The largest seller was Invesco, cutting an estimated $17.9M.

  • 324 institutional investors held Workiva (WK) as of Q4 2023, down from 332 in Q3 2023.
  • Funds reported $4.83B of Workiva stock for Q4 2023, up 3.2% quarter-over-quarter.
  • 37 funds opened new Workiva positions in Q4 2023 and 40 closed out, a net change of -3 holders.
  • The largest Workiva buyer in Q4 2023 was Fidelity Investments, an estimated $57.1M added.
  • The largest Workiva seller in Q4 2023 was Invesco, an estimated $17.9M sold.

Based on aggregated 13F filings for Q4 2023.