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
Acadian Asset Management
126
Acadian Asset Management
Massachusetts
$1.61M
TI
127
Trexquant Investment
Connecticut
$1.58M
SSA
128
Schonfeld Strategic Advisors
New York
$1.56M
Mariner
129
Mariner
Kansas
$1.55M
Janney Montgomery Scott
130
Janney Montgomery Scott
Pennsylvania
$1.55M
IIM
131
INTECH Investment Management
Florida
$1.53M
HighTower Advisors
132
HighTower Advisors
Illinois
$1.47M
New York State Common Retirement Fund
133
New York State Common Retirement Fund
New York
$1.45M
APP
134
Avantax Planning Partners
Iowa
$1.43M
WAM
135
Weiss Asset Management
Massachusetts
$1.34M
VIM
136
Vancity Investment Management
British Columbia, Canada
$1.33M
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$1.32M
CI
138
Ceera Investments
Texas
$1.32M
Dimensional Fund Advisors
139
Dimensional Fund Advisors
Texas
$1.31M
ASRS
140
Arizona State Retirement System
Arizona
$1.26M
Susquehanna International Group
141
Susquehanna International Group
Pennsylvania
$1.25M
Zurich Cantonal Bank
142
Zurich Cantonal Bank
Switzerland
$1.21M
PFSRSONJ
143
Police & Firemen's Retirement System of New Jersey
New Jersey
$1.2M
WP
144
Woodline Partners
California
$1.18M
State Board of Administration of Florida Retirement System
145
State Board of Administration of Florida Retirement System
Florida
$1.17M
Two Sigma Investments
146
Two Sigma Investments
New York
$1.09M
Franklin Resources
147
Franklin Resources
California
$1.07M
Ensign Peak Advisors
148
Ensign Peak Advisors
Utah
$957K
US Bancorp
149
US Bancorp
Minnesota
$937K
TF
150
Talbot Financial
Washington
$904K