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
MIM
101
MetLife Investment Management
New Jersey
$2.52M
CI Investments Inc
102
CI Investments Inc
Ontario, Canada
$2.44M
DWT
103
Dorsey & Whitney Trust
South Dakota
$2.4M
RSS
104
Rosenblum Silverman Sutton
California
$2.38M
State of New Jersey Common Pension Fund D
105
State of New Jersey Common Pension Fund D
New Jersey
$2.38M
Universal-Beteiligungs- und Servicegesellschaft
106
Universal-Beteiligungs- und Servicegesellschaft
Germany
$2.32M
Verition Fund Management
107
Verition Fund Management
Connecticut
$2.31M
Allianz Asset Management
108
Allianz Asset Management
Germany
$2.29M
Citadel Advisors
109
Citadel Advisors
Florida
$2.27M
Manulife (Manufacturers Life Insurance)
110
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.21M
SCM
111
Sterling Capital Management
North Carolina
$2.13M
TD Asset Management
112
TD Asset Management
Ontario, Canada
$2.13M
Millennium Management
113
Millennium Management
New York
$2.1M
Capstone Investment Advisors
114
Capstone Investment Advisors
New York
$2.09M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
115
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.08M
IC
116
IEQ Capital
California
$1.99M
Creative Planning
117
Creative Planning
Kansas
$1.95M
Handelsbanken Fonder
118
Handelsbanken Fonder
Sweden
$1.87M
EP
119
Edgestream Partners
New Jersey
$1.85M
Janus Henderson Group
120
Janus Henderson Group
United Kingdom
$1.84M
AACP
121
Advantage Alpha Capital Partners
California
$1.81M
Holocene Advisors
122
Holocene Advisors
New York
$1.77M
LPL Financial
123
LPL Financial
California
$1.75M
Cetera Investment Advisers
124
Cetera Investment Advisers
Illinois
$1.72M
Los Angeles Capital Management
125
Los Angeles Capital Management
California
$1.68M