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Workiva
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Overview Fund Activity

328 hedge funds and large institutions have $3.54B invested in Workiva in 2025 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 120 increasing their positions, 97 reducing their positions, and 47 closing their positions.

Holders
328
Holders Change
+15
Holders Change %
+4.79%
% of All Funds
4.46%
Holding in Top 10
1
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-83.33%
% of All Funds
0.01%
New
66
Increased
120
Reduced
97
Closed
47
Calls
$1.27M
Puts
$8.92M
Net Calls
-$7.65M
Net Calls Change
-$2.06M

Top Buyers

1
EC
1
Eminence Capital
New York
$64.9M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$59.2M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$215M
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$70.3M
5
WP
5
Woodline Partners
California
$22.8M

Top Sellers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$41.5M
3
Macquarie Group
3
Macquarie Group
Australia
$113M
4
Ameriprise
4
Ameriprise
Minnesota
$39M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Associates
101
T. Rowe Price Associates
Maryland
$3.47M 45,682 -65,775 -59%
California State Teachers Retirement System (CalSTRS)
102
California State Teachers Retirement System (CalSTRS)
California
$3.44M 45,254 -531 -1%
Walleye Capital
103
Walleye Capital
New York
$3.4M 44,739 -14,565 -25%
HIM
104
Hillsdale Investment Management
Ontario, Canada
$3.33M 43,880 +43,880 New
Allianz Asset Management
105
Allianz Asset Management
Germany
$3.29M 43,380 -61,862 -59%
NIP
106
Nicholas Investment Partners
California
$3.07M 40,433 +22,955 +131%
Brown Advisory
107
Brown Advisory
Maryland
$3.05M 40,160 -332,097 -89%
DFCM
108
Dark Forest Capital Management
Puerto Rico
$2.87M 37,785 +37,785 New
Wells Fargo
109
Wells Fargo
California
$2.81M 36,980 +9,297 +34%
OIA
110
OneDigital Investment Advisors
Kansas
$2.74M 36,080 -2,929 -8%
Man Group
111
Man Group
United Kingdom
$2.56M 33,698 -22,091 -40%
CI Investments Inc
112
CI Investments Inc
Ontario, Canada
$2.4M 31,614 -634 -2%
CCIA
113
Campbell & Co Investment Adviser
Maryland
$2.39M 31,516 +31,516 New
Los Angeles Capital Management
114
Los Angeles Capital Management
California
$2.37M 31,184 +14,185 +83%
DTL
115
Dynamic Technology Lab
Singapore
$2.36M 31,030 +31,030 New
MIM
116
MetLife Investment Management
New Jersey
$2.28M 29,979 -434 -1%
Manulife (Manufacturers Life Insurance)
117
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.27M 29,942 +711 +2%
SSA
118
Schonfeld Strategic Advisors
New York
$2.17M 28,536 +28,536 New
EAM
119
EFG Asset Management
Oregon
$2.15M 28,371 +28,371 New
KOCAA
120
Knights of Columbus Asset Advisors
Connecticut
$2.14M 28,163 +8,000 +40%
IIM
121
INTECH Investment Management
Florida
$2.13M 28,118 +8,866 +46%
DWT
122
Dorsey & Whitney Trust
South Dakota
$2.07M 27,239 +69 +0.3%
HF
123
HRT Financial
New York
$2M 26,298 +19,384 +280%
HSBC Holdings
124
HSBC Holdings
United Kingdom
$1.96M 25,977 +6,580 +34%
XT
125
XTX Topco
Cayman Islands
$1.94M 25,562 +19,257 +305%
3 4
5
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