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Workiva
WK

Overview Fund Activity

310 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, 104 increasing their positions, 126 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
Holders Change
-18
Holders Change %
-5.49%
% of All Funds
4.16%
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
104
Reduced
126
Closed
54
Calls
$1.53M
Puts
$4.21M
Net Calls
-$2.68M
Net Calls Change
+$4.97M

Top Buyers

1
EC
1
Eminence Capital
New York
$181M
2
EDRH
2
Edmond de Rothschild Holding
Switzerland
$88.7M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$427M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$19.9M
5
JFG
5
Jefferies Financial Group
New York
$11.6M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$116M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$0
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$4.03M
4
Invesco
4
Invesco
Georgia
$2.67M
5
Macquarie Group
5
Macquarie Group
Australia
$65.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SGI
176
Summit Global Investments
Utah
$503K +$68.7K +1,003 +16%
Pictet Asset Management
177
Pictet Asset Management
Switzerland
$499K -$14.6K -214 -3%
EF
178
Empowered Funds
Pennsylvania
$497K +$117K +1,712 +31%
Capstone Investment Advisors
179
Capstone Investment Advisors
New York
$484K +$484K +7,065 New
Mirae Asset Global Investments
180
Mirae Asset Global Investments
South Korea
$477K +$40K +585 +9%
TPI
181
Trust Point Inc
Wisconsin
$470K -$289K -4,226 -38%
Commonwealth Equity Services
182
Commonwealth Equity Services
Massachusetts
$468K +$5.07K +74 +1%
GAM
183
Groupama Asset Management
France
$464K -$472K – –
LB
184
Legacy Bridge
Iowa
$456K – – –
HFM
185
Harvest Fund Management
China
$431K – – –
Prudential Financial
186
Prudential Financial
New Jersey
$428K +$171K +2,505 +67%
A
187
AlphaQuest
New York
$425K +$278K +4,061 +189%
CWM
188
CIBC World Markets
New York
$424K -$352K -5,145 -45%
FGP
189
Freestone Grove Partners
California
$418K +$418K +6,106 New
TSS
190
Two Sigma Securities
New York
$411K +$411K +6,005 New
Creative Planning
191
Creative Planning
Kansas
$404K -$1.2M -17,511 -75%
Victory Capital Management
192
Victory Capital Management
Texas
$400K -$8.56K -125 -2%
MML Investors Services
193
MML Investors Services
Massachusetts
$387K -$5.82K -85 -1%
Canada Pension Plan Investment Board
194
Canada Pension Plan Investment Board
Ontario, Canada
$376K +$246K +3,600 +189%
Mercer Global Advisors
195
Mercer Global Advisors
Colorado
$369K -$35K -512 -9%
BC
196
Bridgefront Capital
Texas
$359K +$359K +5,243 New
AIP
197
Ameritas Investment Partners
Nebraska
$353K – – –
WIA
198
World Investment Advisors
California
$350K -$1.16K -17 -0.3%
Public Employees Retirement Association of Colorado
199
Public Employees Retirement Association of Colorado
Colorado
$342K – – –
OQS
200
Occudo Quantitative Strategies
Florida
$325K -$529K -7,721 -62%
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8
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