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Workiva
WK

Overview Fund Activity

308 hedge funds and large institutions have $3.16B invested in Workiva in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 103 increasing their positions, 125 reducing their positions, and 54 closing their positions.

Holders
308
Holders Change
-20
Holders Change %
-6.1%
% of All Funds
4.14%
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
103
Reduced
125
Closed
54
Calls
$588K
Puts
$397K
Net Calls
+$191K
Net Calls Change
+$7.84M

Top Buyers

1
EC
1
Eminence Capital
New York
$181M
2
EDRH
2
Edmond de Rothschild Holding
Switzerland
$88.7M
3
Norges Bank
3
Norges Bank
Norway
$40.2M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$427M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$19.9M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$116M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$0
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$4.03M
4
Invesco
4
Invesco
Georgia
$2.67M
5
Macquarie Group
5
Macquarie Group
Australia
$65.8M
Name Market Value Shares Shares
Change 		Shares
Change %
ISL
101
Ingalls & Snyder LLC
New York
$2.97M 43,454 -29,763 -41%
DFCM
102
Dark Forest Capital Management
Puerto Rico
$2.84M 41,444 +3,659 +10%
TD Asset Management
103
TD Asset Management
Ontario, Canada
$2.83M 41,354 -4,620 -10%
YIH
104
Y-Intercept (HK)
Hong Kong
$2.8M 40,883 +40,883 New
Allianz Asset Management
105
Allianz Asset Management
Germany
$2.73M 39,955 -3,425 -8%
Tudor Investment Corp
106
Tudor Investment Corp
Connecticut
$2.7M 39,444 +39,444 New
Invesco
107
Invesco
Georgia
$2.67M 38,989 -573,149 -94%
Brown Advisory
108
Brown Advisory
Maryland
$2.66M 38,895 -1,265 -3%
D.E. Shaw & Co
109
D.E. Shaw & Co
New York
$2.53M 36,968 +36,968 New
SSA
110
Schonfeld Strategic Advisors
New York
$2.5M 36,527 +7,991 +28%
OIA
111
OneDigital Investment Advisors
Kansas
$2.47M 36,056 -24 -0.1%
EAM
112
EFG Asset Management
Oregon
$2.41M 35,196 +6,825 +24%
MIM
113
MetLife Investment Management
New Jersey
$2.05M 29,953 -26 -0.1%
HSBC Holdings
114
HSBC Holdings
United Kingdom
$1.93M 28,541 +2,564 +10%
SL
115
Siren LLC
Connecticut
$1.92M 28,000 +10,500 +60%
DWT
116
Dorsey & Whitney Trust
South Dakota
$1.91M 27,919 +680 +2%
State of New Jersey Common Pension Fund D
117
State of New Jersey Common Pension Fund D
New Jersey
$1.91M 27,895 +4,868 +21%
XT
118
XTX Topco
Cayman Islands
$1.9M 27,698 +2,136 +8%
Manulife (Manufacturers Life Insurance)
119
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.89M 27,662 -2,280 -8%
KOCAA
120
Knights of Columbus Asset Advisors
Connecticut
$1.89M 27,588 -575 -2%
Universal-Beteiligungs- und Servicegesellschaft
121
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.88M 27,495 +2,230 +9%
CI Investments Inc
122
CI Investments Inc
Ontario, Canada
$1.81M 26,414 -5,200 -16%
PAMP
123
Polar Asset Management Partners
Ontario, Canada
$1.7M 24,771 -60,604 -71%
RSS
124
Rosenblum Silverman Sutton
California
$1.69M 24,731 +2,500 +11%
UOTTAIMCU
125
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$1.63M 23,868 +23,868 New
3 4
5
6 7