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Workiva
WK

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.

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

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
$0
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$41.5M
3
Macquarie Group
Macquarie Group
Australia
$113M
4
Ameriprise
Ameriprise
Minnesota
$39M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Handelsbanken Fonder
151
Handelsbanken Fonder
Sweden
$1.06M – – –
VOYA Investment Management
152
VOYA Investment Management
Georgia
$1.04M -$108K -1,420 -9%
State Board of Administration of Florida Retirement System
153
State Board of Administration of Florida Retirement System
Florida
$1.03M – – –
Zurich Cantonal Bank
154
Zurich Cantonal Bank
Switzerland
$1.01M +$44.5K +586 +5%
HCA
155
Harbor Capital Advisors
Illinois
$1.01M +$319K +4,209 +46%
SG Americas Securities
156
SG Americas Securities
New York
$990K +$281K +3,697 +40%
OQS
157
Occudo Quantitative Strategies
Florida
$982K +$495K +6,283 +101%
Holocene Advisors
158
Holocene Advisors
New York
$961K -$73.3K -966 -7%
SPS
159
Susquehanna Portfolio Strategies
Pennsylvania
$936K +$936K +12,328 New
GCP
160
GSA Capital Partners
United Kingdom
$877K +$877K +11,557 New
ProShare Advisors
161
ProShare Advisors
Maryland
$869K -$238K -3,140 -22%
CWM
162
CIBC World Markets
New York
$861K +$502K +6,615 +140%
VIM
163
Vancity Investment Management
British Columbia, Canada
$855K +$855K +11,268 New
TPI
164
Trust Point Inc
Wisconsin
$842K -$239K -3,151 -22%
PFSRSONJ
165
Police & Firemen's Retirement System of New Jersey
New Jersey
$839K +$22.3K +294 +3%
Calamos Advisors
166
Calamos Advisors
Illinois
$810K -$1.2M -15,762 -60%
Dimensional Fund Advisors
167
Dimensional Fund Advisors
Texas
$805K +$805K +10,609 New
VRS
168
Virginia Retirement Systems
Virginia
$803K +$803K +10,575 New
TF
169
Talbot Financial
Washington
$797K – – –
PTC
170
Petrus Trust Company
Texas
$760K +$760K +10,012 New
QT
171
Quantbot Technologies
New York
$735K +$735K +9,678 New
KK
172
KLP Kapitalforvaltning
Norway
$721K -$53.1K -700 -7%
FRM
173
Fox Run Management
Connecticut
$698K +$698K +9,198 New
Bank of Montreal
174
Bank of Montreal
Ontario, Canada
$697K +$413K +5,437 +145%
Teacher Retirement System of Texas
175
Teacher Retirement System of Texas
Texas
$663K +$80.9K +1,066 +14%
5 6
7
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