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312 hedge funds and large institutions have $3.17B invested in Workiva in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 102 increasing their positions, 129 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

1.3% less ownership

Funds ownership: 90.48%89.17% (-1.3%)

5% less funds holding

Funds holding: 329312 (-17)

12% less capital invested

Capital invested by funds: $3.59B → $3.17B (-$424M)

21% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 129

28% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 53

64% less call options, than puts

Call options by funds: $1.53M | Put options by funds: $4.21M

Holders
312
Holders Change
-17
Holders Change %
-5.17%
% of All Funds
4.11%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
38
Increased
102
Reduced
129
Closed
53
Calls
$1.53M
Puts
$4.21M
Net Calls
-$2.68M
Net Calls Change
+$4.97M
Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
301
Federated Hermes
Pennsylvania
$342 -$1.67M -24,332 -100%
FFO
302
Fortitude Family Office
Arizona
$342 +$344 +5 New
CA
303
Clearstead Advisors
Ohio
$274 +$275 +4 New
JWA
304
JFS Wealth Advisors
Pennsylvania
$206 -$344 -5 -63%
DPW
305
DiNuzzo Private Wealth
Pennsylvania
$206 +$206 +3 New
AssetMark Inc
306
AssetMark Inc
California
$137 -$1.03K -15 -88%
SIC
307
SJS Investment Consulting
Ohio
$137 +$69 +1 +100%
HIA
308
HFM Investment Advisors
New Jersey
$137 +$138 +2 New
TPWA
309
Twin Peaks Wealth Advisors
California
$73 +$69 +1 New
MCM
310
MV Capital Management
Maryland
$69 -$69 -1 -50%
RWM
311
Rialto Wealth Management
New York
$69 +$69 +1 New
BHWM
312
Bay Harbor Wealth Management
Maryland
$68 +$69 +1 New
Artisan Partners
313
Artisan Partners
Wisconsin
-$50M -658,523 Closed
Balyasny Asset Management
314
Balyasny Asset Management
Illinois
-$21M -277,164 Closed
Thrivent Financial for Lutherans
315
Thrivent Financial for Lutherans
Minnesota
-$11.9M -157,363 Closed
LP
316
LMR Partners
United Kingdom
-$11.5M -151,500 Closed
FAM
317
Fred Alger Management
New York
-$8.49M -111,870 Closed
TC
318
TwinBeech Capital
New York
-$7.96M -104,824 Closed
SC
319
SummitTX Capital
Texas
-$7.52M -99,051 Closed
ILCM
320
Ivy Lane Capital Management
Florida
-$4.71M -62,000 Closed
HIM
321
Hillsdale Investment Management
Ontario, Canada
-$3.33M -43,880 Closed
DTL
322
Dynamic Technology Lab
Singapore
-$2.36M -31,030 Closed
CF
323
Corebridge Financial
Texas
-$1.9M -25,038 Closed
SFI
324
Susquehanna Fundamental Investments
Pennsylvania
-$1.59M -20,923 Closed
AAM
325
Azzad Asset Management
Virginia
-$1.51M -19,885 Closed

WK Hedge Fund Activity: Q2 2025 in Review

312 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Workiva (WK) for Q2 2025, worth a combined $3.17B — down 12% from $3.59B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of WK and 38 opened new positions — a net loss of 15 holders — while 129 trimmed existing stakes and 102 added.

The largest buyer was Eminence Capital, adding an estimated $123M. The largest seller was Fidelity Investments, cutting an estimated $71.4M.

  • 312 institutional investors held Workiva (WK) as of Q2 2025, down from 329 in Q1 2025.
  • Funds reported $3.17B of Workiva stock for Q2 2025, down 12% quarter-over-quarter.
  • 38 funds opened new Workiva positions in Q2 2025 and 53 closed out, a net change of -15 holders.
  • The largest Workiva buyer in Q2 2025 was Eminence Capital, an estimated $123M added.
  • The largest Workiva seller in Q2 2025 was Fidelity Investments, an estimated $71.4M sold.

Based on aggregated 13F filings for Q2 2025.