329 hedge funds and large institutions have $3.59B invested in Workiva in 2025 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 125 increasing their positions, 97 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

less ownership

Funds ownership:

31% less capital invested

Capital invested by funds: $5.17B → $3.59B (-$1.58B)

83% less funds holding in top 10

Funds holding in top 10: 61 (-5)

86% less call options, than puts

Call options by funds: $1.27M | Put options by funds: $8.92M

Holders
329
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.27M
Puts
$8.92M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
301
$4.05K
302
$3.8K
303
$3.57K
304
$3.34K
305
$3.34K
306
$3.26K
307
$2.66K
308
$2.43K
309
$2.43K
310
$2.43K
311
$2.35K
312
$2.13K
313
$1.97K
314
$1.82K
315
$1.67K
316
$1.52K
317
$1.29K
318
$1.14K
319
$1.06K
320
$1K
321
$1K
322
$911
323
$608
324
$607
325
$380