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Workiva
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
37% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 46
29% more repeat investments, than reductions
Existing positions increased: 125 | Existing positions reduced: 97
4% more funds holding
Funds holding: 315 → 329 (+14)
1.1% less ownership
Funds ownership: 91.58% → 90.48% (-1.1%)
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: 6 → 1 (-5)
86% less call options, than puts
Call options by funds: $1.27M | Put options by funds: $8.92M
Holders
329
Holders Change
+14
Holders Change %
+4.44%
% of All Funds
4.41%
Holding in Top 10
1
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-83.33%
% of All Funds
0.01%
New
63
Increased
125
Reduced
97
Closed
46
Calls
$1.27M
Puts
$8.92M
Net Calls
-$7.65M
Net Calls Change
-$2.06M
Top Buyers
Top Sellers
| 1 |
JP Morgan Chase
New York
|
-$59.5M |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$57.7M |
| 3 |
William Blair Investment Management
Chicago,
Illinois
|
-$48.8M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$47.2M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$40.7M |
