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312 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, 102 increasing their positions, 129 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

1.3% less ownership

Funds ownership: 90.48%89.17% (-1.3%)

5% less funds holding

Funds holding: 329312 (-17)

12% less capital invested

Capital invested by funds: $3.59B → $3.17B (-$424M)

21% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 129

28% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 53

64% less call options, than puts

Call options by funds: $1.53M | Put options by funds: $4.21M

Holders
312
Holders Change
-17
Holders Change %
-5.17%
% of All Funds
4.11%
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
102
Reduced
129
Closed
53
Calls
$1.53M
Puts
$4.21M
Net Calls
-$2.68M
Net Calls Change
+$4.97M
Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
151
Zurich Cantonal Bank
Switzerland
$908K
SCM
152
Sterling Capital Management
North Carolina
$894K +$316K +4,593 +54%
Dimensional Fund Advisors
153
Dimensional Fund Advisors
Texas
$864K +$139K +2,015 +19%
CCIA
154
Campbell & Co Investment Adviser
Maryland
$846K -$1.32M -19,152 -61%
Amundi
155
Amundi
France
$845K +$849K +12,350 +12,475%
EAM
156
EULAV Asset Management
Florida
$815K -$4.44M -64,500 -84%
PFSRSONJ
157
Police & Firemen's Retirement System of New Jersey
New Jersey
$790K +$33.4K +486 +4%
WG
158
Winton Group
United Kingdom
$790K +$793K +11,536 New
ProShare Advisors
159
ProShare Advisors
Maryland
$737K -$46.7K -679 -6%
TF
160
Talbot Financial
Washington
$719K
KK
161
KLP Kapitalforvaltning
Norway
$705K +$55K +800 +8%
Carson Wealth (CWM LLC)
162
Carson Wealth (CWM LLC)
Nebraska
$633K +$74.1K +1,077 +13%
Pathstone Holdings
163
Pathstone Holdings
New Jersey
$632K -$627K -9,122 -50%
Teacher Retirement System of Texas
164
Teacher Retirement System of Texas
Texas
$630K +$32.1K +467 +5%
PTC
165
Petrus Trust Company
Texas
$618K -$67.4K -980 -10%
SG Americas Securities
166
SG Americas Securities
New York
$589K -$304K -4,427 -34%
Empower Advisory Group
167
Empower Advisory Group
Colorado
$583K
IC
168
IEQ Capital
California
$575K +$346K +5,025 +149%
FC
169
FORA Capital
Florida
$569K +$572K +8,312 New
CC
170
Centiva Capital
New York
$551K -$7.15K -104 -1%
GCP
171
GSA Capital Partners
United Kingdom
$541K -$251K -3,656 -32%
Walleye Capital
172
Walleye Capital
New York
$536K -$2.54M -36,911 -83%
TRCT
173
Tower Research Capital (TRC)
New York
$523K +$450K +6,543 +598%
ISFAN
174
Investor's Fiduciary Advisor Network
Washington
$517K
SGI
175
Summit Global Investments
Utah
$503K +$69K +1,003 +16%

WK Hedge Fund Activity: Q2 2025 in Review

312 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Workiva (WK) for Q2 2025, worth a combined $3.17B — down 12% from $3.59B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of WK and 38 opened new positions — a net loss of 15 holders — while 129 trimmed existing stakes and 102 added.

The largest buyer was Eminence Capital, adding an estimated $123M. The largest seller was Fidelity Investments, cutting an estimated $71.4M.

  • 312 institutional investors held Workiva (WK) as of Q2 2025, down from 329 in Q1 2025.
  • Funds reported $3.17B of Workiva stock for Q2 2025, down 12% quarter-over-quarter.
  • 38 funds opened new Workiva positions in Q2 2025 and 53 closed out, a net change of -15 holders.
  • The largest Workiva buyer in Q2 2025 was Eminence Capital, an estimated $123M added.
  • The largest Workiva seller in Q2 2025 was Fidelity Investments, an estimated $71.4M sold.

Based on aggregated 13F filings for Q2 2025.