299 hedge funds and large institutions have $3.41B invested in Workiva in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 110 increasing their positions, 110 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
-2
Holders Change %
-0.66%
% of All Funds
4.35%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
44
Increased
110
Reduced
110
Closed
40
Calls
$6.98M
Puts
$4.52M
Net Calls
+$2.46M
Net Calls Change
+$1.87M
Name Holding Trade Value Shares
Change
Shares
Change %
DT
151
Diversified Trust
Tennessee
$840K +$7.15K +98 +0.9%
XT
152
XTX Topco
Cayman Islands
$833K +$833K +11,412 New
Handelsbanken Fonder
153
Handelsbanken Fonder
Sweden
$817K +$233K +3,200 +40%
Zurich Cantonal Bank
154
Zurich Cantonal Bank
Switzerland
$770K -$718K -9,834 -48%
TF
155
Talbot Financial
Washington
$766K
LCM
156
Landscape Capital Management
New Jersey
$692K +$692K +9,487 New
HCA
157
Harbor Capital Advisors
Illinois
$649K +$167K +2,283 +35%
Empower Advisory Group
158
Empower Advisory Group
Colorado
$622K
LB
159
Legacy Bridge
Iowa
$617K -$782K -10,710 -56%
Simplex Trading
160
Simplex Trading
Illinois
$591K +$587K +8,049 +15,479%
PD
161
Point72 (DIFC)
United Arab Emirates
$568K +$163K +2,234 +40%
Schroder Investment Management Group
162
Schroder Investment Management Group
United Kingdom
$553K -$24.4K -332 -4%
ProShare Advisors
163
ProShare Advisors
Maryland
$529K -$169K -2,315 -24%
Envestnet Portfolio Solutions
164
Envestnet Portfolio Solutions
Illinois
$523K -$132K -1,811 -20%
Voloridge Investment Management
165
Voloridge Investment Management
Florida
$520K +$520K +7,122 New
Prudential Financial
166
Prudential Financial
New Jersey
$505K +$150K +2,049 +42%
Creative Planning
167
Creative Planning
Kansas
$502K +$83.5K +1,144 +20%
Commonwealth Equity Services
168
Commonwealth Equity Services
Massachusetts
$501K -$1.9K -26 -0.4%
Principal Financial Group
169
Principal Financial Group
Iowa
$498K +$10K +137 +2%
MML Investors Services
170
MML Investors Services
Massachusetts
$495K -$126K -1,731 -20%
BCM
171
Bayesian Capital Management
New York
$482K +$482K +6,600 New
BB
172
Bell Bank
North Dakota
$480K -$103K -1,416 -18%
Carson Wealth (CWM LLC)
173
Carson Wealth (CWM LLC)
Nebraska
$460K +$18.9K +259 +4%
I
174
InceptionR
California
$457K +$457K +6,256 New
Victory Capital Management
175
Victory Capital Management
Texas
$456K -$286K -3,919 -39%