327 hedge funds and large institutions have $3.55B invested in Workiva in 2025 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 123 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
327
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
$3.57K
302
$3.34K
303
$3.34K
304
$3.26K
305
$2.66K
306
$2.43K
307
$2.43K
308
$2.43K
309
$2.35K
310
$2.13K
311
$1.97K
312
$1.82K
313
$1.67K
314
$1.52K
315
$1.29K
316
$1.14K
317
$1.06K
318
$1K
319
$1K
320
$911
321
$608
322
$607
323
$380
324
$380
325
$152