308 hedge funds and large institutions have $4.16B invested in Workiva in 2025 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 102 increasing their positions, 108 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

8% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 50

1% less funds holding

Funds holding: 310308 (-2)

6% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 108

Holders
308
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.8M
Puts
$4.16M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KFO
76
Kopp Family Office
Minnesota
$4.96M
Legal & General Group
77
Legal & General Group
United Kingdom
$4.82M
ACM
78
Alamar Capital Management
California
$4.67M
Deutsche Bank
79
Deutsche Bank
Germany
$4.57M
APG
80
Abacus Planning Group
South Carolina
$4.56M
MAM
81
Madison Asset Management
Wisconsin
$4.54M
EAM
82
EFG Asset Management
Oregon
$4.48M
Lazard Asset Management
83
Lazard Asset Management
New York
$4.4M
HIM
84
Herald Investment Management
United Kingdom
$4.3M
Raymond James Financial
85
Raymond James Financial
Florida
$4.22M
OCM
86
Orser Capital Management
Texas
$4.14M
California State Teachers Retirement System (CalSTRS)
87
California State Teachers Retirement System (CalSTRS)
California
$4.02M
ISL
88
Ingalls & Snyder LLC
New York
$3.79M
Stifel Financial
89
Stifel Financial
Missouri
$3.69M
ACM
90
Aquatic Capital Management
Illinois
$3.62M
AM
91
AGF Management
Ontario, Canada
$3.55M
Invesco
92
Invesco
Georgia
$3.5M
HCA
93
Harbor Capital Advisors
Illinois
$3.4M
D.E. Shaw & Co
94
D.E. Shaw & Co
New York
$3.38M
Wells Fargo
95
Wells Fargo
California
$3.36M
OIA
96
OneDigital Investment Advisors
Kansas
$3.11M
DZ Bank
97
DZ Bank
Germany
$2.78M
BNP Paribas Financial Markets
98
BNP Paribas Financial Markets
France
$2.75M
KOCAA
99
Knights of Columbus Asset Advisors
Connecticut
$2.63M
SL
100
Siren LLC
Connecticut
$2.58M