Workiva
348 hedge funds and large institutions have $4.32B invested in Workiva in 2025 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 113 increasing their positions, 112 reducing their positions, and 32 closing their positions.
134% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 32
82% more call options, than puts
Call options by funds: $3.91M | Put options by funds: $2.15M
60% more funds holding in top 10
Funds holding in top 10: 5 → 8 (+3)
11% more funds holding
Funds holding: 313 → 348 (+35)
2.47% more ownership
Funds ownership: 93.16% → 95.63% (+2.5%)
4% more capital invested
Capital invested by funds: $4.16B → $4.32B (+$159M)
1% more repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 112
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$126M |
| 2 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$65.1M |
| 3 |
Barclays
London,
United Kingdom
|
+$43.4M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$32.7M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$29.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$133M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$66.6M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
-$50.9M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$39.3M |
| 5 |
RAM
Readystate Asset Management
Chicago,
Illinois
|
-$32M |
WK Hedge Fund Activity: Q4 2025 in Review
348 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Workiva (WK) for Q4 2025, worth a combined $4.32B — up 3.8% from $4.16B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new WK positions and 32 closed out — a net gain of 43 holders — while 113 added to existing stakes and 112 trimmed.
The largest buyer was UBS Group, adding an estimated $126M. The largest seller was Macquarie Group, exiting entirely with an estimated $133M sold.
- 348 institutional investors held Workiva (WK) as of Q4 2025, up from 313 in Q3 2025.
- Funds reported $4.32B of Workiva stock for Q4 2025, up 3.8% quarter-over-quarter.
- 75 funds opened new Workiva positions in Q4 2025 and 32 closed out, a net change of +43 holders.
- The largest Workiva buyer in Q4 2025 was UBS Group, an estimated $126M added.
- The largest Workiva seller in Q4 2025 was Macquarie Group, an estimated $133M sold.
Based on aggregated 13F filings for Q4 2025.