Workiva
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, 127 reducing their positions, and 53 closing their positions.
New
Increased
Maintained
Reduced
Closed
more funds holding in top 10
Funds holding in top 10: →
less ownership
Funds ownership: →
less funds holding
Funds holding: →
less capital invested
Capital invested by funds: $ → $
18% less repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 127
28% less first-time investments, than exits
New positions opened: 38 | Existing positions closed: 53
64% less call options, than puts
Call options by funds: $1.53M | Put options by funds: $4.21M
Holders
310
Holding in Top 10
2
Calls
$1.53M
Puts
$4.21M
Top Buyers
| 1 | +$123M | |
| 2 | +$88.7M | |
| 3 | +$20M | |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$13.5M |
| 5 |
JFG
Jefferies Financial Group
New York
|
+$11.3M |
Top Sellers
| 1 | -$71.1M | |
| 2 | -$50M | |
| 3 | -$49.4M | |
| 4 |
Invesco
Atlanta,
Georgia
|
-$39.2M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$36.1M |
