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, 126 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
Holders Change
-18
Holders Change %
-5.49%
% of All Funds
4.16%
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
104
Reduced
126
Closed
54
Calls
$1.53M
Puts
$4.21M
Net Calls
-$2.68M
Net Calls Change
+$4.97M
Name Holding Trade Value Shares
Change
Shares
Change %
California State Teachers Retirement System (CalSTRS)
101
California State Teachers Retirement System (CalSTRS)
California
$3.1M
Stifel Financial
102
Stifel Financial
Missouri
$2.98M -$154K -2,256 -5%
ISL
103
Ingalls & Snyder LLC
New York
$2.97M -$2.04M -29,763 -41%
DFCM
104
Dark Forest Capital Management
Puerto Rico
$2.84M +$250K +3,659 +10%
TD Asset Management
105
TD Asset Management
Ontario, Canada
$2.83M -$316K -4,620 -10%
YIH
106
Y-Intercept (HK)
Hong Kong
$2.8M +$2.8M +40,883 New
Allianz Asset Management
107
Allianz Asset Management
Germany
$2.73M -$234K -3,425 -8%
Tudor Investment Corp
108
Tudor Investment Corp
Connecticut
$2.7M +$2.7M +39,444 New
Invesco
109
Invesco
Georgia
$2.67M -$39.2M -573,149 -94%
Brown Advisory
110
Brown Advisory
Maryland
$2.66M -$86.6K -1,265 -3%
D.E. Shaw & Co
111
D.E. Shaw & Co
New York
$2.53M +$2.53M +36,968 New
SSA
112
Schonfeld Strategic Advisors
New York
$2.5M +$547K +7,991 +28%
OIA
113
OneDigital Investment Advisors
Kansas
$2.47M -$1.64K -24 -0.1%
EAM
114
EFG Asset Management
Oregon
$2.41M +$467K +6,825 +24%
MIM
115
MetLife Investment Management
New Jersey
$2.05M -$1.78K -26 -0.1%
HSBC Holdings
116
HSBC Holdings
United Kingdom
$1.93M +$174K +2,564 +10%
SL
117
Siren LLC
Connecticut
$1.92M +$719K +10,500 +60%
DWT
118
Dorsey & Whitney Trust
South Dakota
$1.91M +$46.5K +680 +2%
State of New Jersey Common Pension Fund D
119
State of New Jersey Common Pension Fund D
New Jersey
$1.91M +$333K +4,868 +21%
XT
120
XTX Topco
Cayman Islands
$1.9M +$146K +2,136 +8%
Manulife (Manufacturers Life Insurance)
121
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.89M -$156K -2,280 -8%
KOCAA
122
Knights of Columbus Asset Advisors
Connecticut
$1.89M -$39.4K -575 -2%
Universal-Beteiligungs- und Servicegesellschaft
123
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.88M +$153K +2,230 +9%
CI Investments Inc
124
CI Investments Inc
Ontario, Canada
$1.81M -$356K -5,200 -16%
PAMP
125
Polar Asset Management Partners
Ontario, Canada
$1.7M -$4.15M -60,604 -71%