310 hedge funds and large institutions have $3.17B invested in Workiva in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 104 increasing their positions, 126 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
Holders Change
-18
Holders Change %
-5.49%
% of All Funds
4.16%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
38
Increased
104
Reduced
126
Closed
54
Calls
$1.53M
Puts
$4.21M
Net Calls
-$2.68M
Net Calls Change
+$4.97M
Name Holding Trade Value Shares
Change
Shares
Change %
Luther King Capital Management (LKCM)
76
Luther King Capital Management (LKCM)
Texas
$5.46M +$787K +11,500 +17%
Jane Street
77
Jane Street
New York
$5.42M -$3.16M -46,129 -37%
AACP
78
Advantage Alpha Capital Partners
California
$5.37M +$1.5M +21,924 +39%
RhumbLine Advisers
79
RhumbLine Advisers
Massachusetts
$5.28M +$181K +2,646 +4%
Deutsche Bank
80
Deutsche Bank
Germany
$5.2M -$652K -9,531 -11%
EP
81
Edgestream Partners
New Jersey
$5.02M +$5.02M +73,306 New
Canada Life
82
Canada Life
Manitoba, Canada
$4.94M -$72.9K -1,064 -1%
OAM
83
Oppenheimer Asset Management
New York
$4.62M -$293K -4,275 -6%
Verition Fund Management
84
Verition Fund Management
Connecticut
$4.55M +$78.3K +1,144 +2%
MAM
85
Madison Asset Management
Wisconsin
$4.36M +$375K +5,478 +9%
JF
86
Jump Financial
Illinois
$4.13M -$2.92M -42,704 -41%
AG
87
Algert Global
California
$4.05M +$4.05M +59,120 New
AllianceBernstein
88
AllianceBernstein
Tennessee
$4.03M -$49.4M -721,307 -92%
TCM
89
Topline Capital Management
California
$3.97M +$3.97M +58,000 New
Holocene Advisors
90
Holocene Advisors
New York
$3.83M +$2.97M +43,343 +342%
Legal & General Group
91
Legal & General Group
United Kingdom
$3.83M +$123K +1,803 +3%
TI
92
Trexquant Investment
Connecticut
$3.75M -$7.97M -116,499 -68%
ACM
93
Alamar Capital Management
California
$3.73M +$462K +6,755 +14%
APG
94
Abacus Planning Group
South Carolina
$3.62M
Raymond James Financial
95
Raymond James Financial
Florida
$3.51M -$88.6K -1,295 -2%
ACM
96
Aquatic Capital Management
Illinois
$3.42M -$851K -12,428 -20%
T. Rowe Price Associates
97
T. Rowe Price Associates
Maryland
$3.38M +$247K +3,612 +8%
OCM
98
Orser Capital Management
Texas
$3.35M -$512K -7,475 -13%
Citadel Advisors
99
Citadel Advisors
Florida
$3.3M -$7.58M -110,774 -70%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
100
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.2M +$3.2M +46,800 New