328 hedge funds and large institutions have $3.55B invested in Workiva in 2025 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 122 increasing their positions, 97 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

less ownership

Funds ownership:

31% less capital invested

Capital invested by funds: $5.17B → $3.55B (-$1.62B)

83% less funds holding in top 10

Funds holding in top 10: 61 (-5)

86% less call options, than puts

Call options by funds: $1.27M | Put options by funds: $8.92M

Holders
328
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.27M
Puts
$8.92M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
101
$3.47M
102
$3.44M
103
$3.4M
104
$3.33M
105
$3.29M
106
$3.07M
107
$3.05M
108
$2.87M
109
$2.81M
110
$2.74M
111
$2.56M
112
$2.4M
113
$2.39M
114
$2.37M
115
$2.36M
116
$2.28M
117
$2.27M
118
$2.17M
119
$2.15M
120
$2.14M
121
$2.13M
122
$2.07M
123
$2M
124
$1.96M
125
$1.94M