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Workiva
WK

Overview Fund Activity

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

Top Buyers

1
EC
Eminence Capital
New York
$64.9M
2
AllianceBernstein
AllianceBernstein
Tennessee
$59.2M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$215M
4
Nordea Investment Management
Nordea Investment Management
Sweden
$70.3M
5
WP
Woodline Partners
California
$22.8M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
$0
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$41.5M
3
Macquarie Group
Macquarie Group
Australia
$113M
4
Ameriprise
Ameriprise
Minnesota
$39M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CP
351
CenterBook Partners
Connecticut
– -$386K -3,528 Closed
ET
352
Entropy Technologies
New York
– -$375K -3,427 Closed
CIC
353
Cornercap Investment Counsel
Georgia
– -$370K -3,382 Closed
William Blair & Company
354
William Blair & Company
Illinois
– -$300K -2,744 Closed
BWM
355
Baron Wealth Management
Michigan
– -$300K -2,737 Closed
MOS
356
MGO One Seven
Ohio
– -$291K -2,662 Closed
MWM
357
Mission Wealth Management
California
– -$279K -2,547 Closed
BC
358
Burney Company
Virginia
– -$266K -2,427 Closed
OFG
359
Oxford Financial Group
Indiana
– -$252K -2,300 Closed
Nomura Holdings
360
Nomura Holdings
Japan
– -$250K -2,279 Closed
AWS
361
Atria Wealth Solutions
New York
– -$237K -2,162 Closed
SCA
362
Stonebridge Capital Advisors
Minnesota
– -$233K -2,125 Closed
BPA
363
Beacon Pointe Advisors
California
– -$219K -2,000 Closed
HWA
364
Heartwood Wealth Advisors
Virginia
– -$219K -2,000 Closed
GS
365
GTS Securities
New York
– -$212K -1,936 Closed
Truist Financial
366
Truist Financial
North Carolina
– -$211K -1,928 Closed
GM
367
GeoWealth Management
Illinois
– -$68.1K -622 Closed
Twin Tree Management
368
Twin Tree Management
Texas
– -$25.1K -229 Closed
CFGS
369
Concourse Financial Group Securities
Alabama
– -$15.1K -153 Closed
VWM
370
Venturi Wealth Management
Texas
– -$13.5K -123 Closed
EC
371
Elequin Capital
New York
– -$9.75K -89 Closed
ETC
372
Exchange Traded Concepts
Oklahoma
– -$6.68K -61 Closed
AWM
373
Avior Wealth Management
Nebraska
– -$438 -4 Closed
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