329 hedge funds and large institutions have $3.59B invested in Workiva in 2025 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 125 increasing their positions, 97 reducing their positions, and 46 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 → $3.59B (-$1.58B)

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
329
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
51
$11.5M
52
$10.2M
53
$10.2M
54
$9.95M
55
$9.51M
56
$8.62M
57
$8.49M
58
$8.45M
59
$8.4M
60
$8.33M
61
$7.96M
62
$7.92M
63
$7.82M
64
$7.75M
65
$7.74M
66
$7.52M
67
$7.21M
68
$7.05M
69
$6.84M
70
$6.5M
71
$6.48M
72
$6.48M
73
$6.44M
74
$6.21M
75
$6.11M