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
KK
151
KLP Kapitalforvaltning
Norway
$887K
VRS
152
Virginia Retirement Systems
Virginia
$878K
Teacher Retirement System of Texas
153
Teacher Retirement System of Texas
Texas
$853K
Pathstone Holdings
154
Pathstone Holdings
New Jersey
$821K
VOYA Investment Management
155
VOYA Investment Management
Georgia
$791K
ProShare Advisors
156
ProShare Advisors
Maryland
$759K
BFM
157
Boothbay Fund Management
New York
$747K
Empower Advisory Group
158
Empower Advisory Group
Colorado
$733K
TCM
159
Topline Capital Management
California
$729K
Canada Pension Plan Investment Board
160
Canada Pension Plan Investment Board
Ontario, Canada
$723K
Mercer Global Advisors
161
Mercer Global Advisors
Colorado
$719K
BCM
162
Brookstone Capital Management
Illinois
$717K
Pictet Asset Management
163
Pictet Asset Management
Switzerland
$684K
ISFAN
164
Investor's Fiduciary Advisor Network
Washington
$650K
TPI
165
Trust Point Inc
Wisconsin
$643K
Mirae Asset Global Investments
166
Mirae Asset Global Investments
South Korea
$587K
LB
167
Legacy Bridge
Iowa
$574K
CP
168
CenterBook Partners
Connecticut
$543K
Cerity Partners
169
Cerity Partners
New York
$542K
Prudential Financial
170
Prudential Financial
New Jersey
$540K
EF
171
Empowered Funds
Pennsylvania
$539K
Bank of Nova Scotia
172
Bank of Nova Scotia
Ontario, Canada
$524K
GAM
173
Groupama Asset Management
France
$494K
Victory Capital Management
174
Victory Capital Management
Texas
$492K
GKFF
175
George Kaiser Family Foundation
Oklahoma
$489K