328 hedge funds and large institutions have $3.54B invested in Workiva in 2025 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 120 increasing their positions, 97 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
+15
Holders Change %
+4.79%
% of All Funds
4.46%
Holding in Top 10
1
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-83.33%
% of All Funds
0.01%
New
66
Increased
120
Reduced
97
Closed
47
Calls
$1.27M
Puts
$8.92M
Net Calls
-$7.65M
Net Calls Change
-$2.06M
Name Holding Trade Value Shares
Change
Shares
Change %
IHWM
301
Iron Horse Wealth Management
Iowa
$3.8K
CPG
302
Cornerstone Planning Group
New Jersey
$3.57K +$629 +9 +21%
GSWM
303
Golden State Wealth Management
California
$3.34K
LFG
304
Larson Financial Group
Missouri
$3.34K +$3.34K +44 New
SS
305
Sunbelt Securities
Texas
$3.26K
SIC
306
Salem Investment Counselors
North Carolina
$2.66K
CTC
307
Central Trust Company
Missouri
$2.43K
SS
308
SBI Securities
Japan
$2.43K
WSFS
309
Wilmington Savings Fund Society
Delaware
$2.43K +$304 +4 +14%
MPWT
310
MassMutual Private Wealth & Trust
Connecticut
$2.35K +$1.9K +25 +417%
QCG
311
Quadrant Capital Group
Ohio
$2.13K -$987 -13 -32%
PTC
312
Private Trust Company
Ohio
$1.97K +$1.97K +26 New
GFPC
313
Global Financial Private Client
Florida
$1.82K +$1.82K +24 New
BIA
314
Bell Investment Advisors
California
$1.67K
AAP
315
Arax Advisory Partners
Colorado
$1.52K
AssetMark Inc
316
AssetMark Inc
California
$1.29K
SC
317
Stephens Consulting
Michigan
$1.14K +$1.14K +15 New
BWL
318
Bogart Wealth LLC
Virginia
$1.06K
HFS
319
Hantz Financial Services
Michigan
$1K -$1K -8 -50%
CAL
320
Capital Advisors Ltd
Ohio
$1K
PWMG
321
Private Wealth Management Group
New Jersey
$911
JWA
322
JFS Wealth Advisors
Pennsylvania
$608 +$608 +8 New
BF
323
BOK Financial
Oklahoma
$607
IA
324
IFP Advisors
Florida
$380
AWM
325
Activest Wealth Management
Florida
$380 +$380 +5 New