328 hedge funds and large institutions have $3.55B invested in Workiva in 2025 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 122 increasing their positions, 97 reducing their positions, and 47 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 → $3.55B (-$1.62B)

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
328
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
$3.8K
302
$3.57K
303
$3.34K
304
$3.34K
305
$3.26K
306
$2.66K
307
$2.43K
308
$2.43K
309
$2.43K
310
$2.35K
311
$2.13K
312
$1.97K
313
$1.82K
314
$1.67K
315
$1.52K
316
$1.29K
317
$1.14K
318
$1.06K
319
$1K
320
$1K
321
$911
322
$608
323
$607
324
$380
325
$380