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
AAP
176
Arax Advisory Partners
Colorado
$468K
BEI
177
Benjamin Edwards Inc
Missouri
$465K
CBU
178
CIBC Bancorp USA
Illinois
$461K
DT
179
Diversified Trust
Tennessee
$460K
Commonwealth Equity Services
180
Commonwealth Equity Services
Massachusetts
$449K
BC
181
Bridgefront Capital
Texas
$448K
WIA
182
World Investment Advisors
California
$440K
Public Employees Retirement Association of Colorado
183
Public Employees Retirement Association of Colorado
Colorado
$431K
HFM
184
Harvest Fund Management
China
$431K
Assenagon Asset Management
185
Assenagon Asset Management
Luxembourg
$423K
CAPTRUST Financial Advisors
186
CAPTRUST Financial Advisors
North Carolina
$411K
AI
187
Atria Investments
North Carolina
$410K
QCM
188
Quantinno Capital Management
New York
$408K
MML Investors Services
189
MML Investors Services
Massachusetts
$406K
TWM
190
Tradition Wealth Management
Minnesota
$394K
SRC
191
Sage Rhino Capital
California
$389K
GIM
192
Glenmede Investment Management
Pennsylvania
$385K
DIM
193
DC Investments Management
Virginia
$384K
Wealth Enhancement Advisory Services
194
Wealth Enhancement Advisory Services
Minnesota
$384K
Bank of Montreal
195
Bank of Montreal
Ontario, Canada
$378K
FGP
196
Freestone Grove Partners
California
$363K
AIP
197
Ameritas Investment Partners
Nebraska
$362K
MFS
198
Mirabella Financial Services
United Kingdom
$350K
VPIM
199
Vanguard Personalized Indexing Management
California
$340K
SGI
200
Summit Global Investments
Utah
$340K