327 hedge funds and large institutions have $3.54B invested in Workiva in 2025 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 120 increasing their positions, 97 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
+14
Holders Change %
+4.47%
% of All Funds
4.44%
Holding in Top 10
1
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-83.33%
% of All Funds
0.01%
New
65
Increased
120
Reduced
97
Closed
47
Calls
$1.27M
Puts
$8.92M
Net Calls
-$7.65M
Net Calls Change
-$2.06M
Name Holding Trade Value Shares
Change
Shares
Change %
Empower Advisory Group
176
Empower Advisory Group
Colorado
$647K
SCM
177
Sterling Capital Management
North Carolina
$642K +$639K +8,412 +16,494%
Carson Wealth (CWM LLC)
178
Carson Wealth (CWM LLC)
Nebraska
$620K +$133K +1,754 +27%
CC
179
Centiva Capital
New York
$618K +$618K +8,147 New
ISFAN
180
Investor's Fiduciary Advisor Network
Washington
$573K
Pictet Asset Management
181
Pictet Asset Management
Switzerland
$570K +$24.2K +319 +4%
VI
182
Versor Investments
New York
$534K +$534K +7,037 New
Commonwealth Equity Services
183
Commonwealth Equity Services
Massachusetts
$513K -$56.6K -746 -10%
LB
184
Legacy Bridge
Iowa
$506K
Mirae Asset Global Investments
185
Mirae Asset Global Investments
South Korea
$503K -$27.4K -348 -5%
SRL
186
Scientech Research LLC
New Jersey
$500K +$500K +6,588 New
SGI
187
Summit Global Investments
Utah
$481K +$481K +6,343 New
IQI
188
Integrated Quantitative Investments
Washington
$478K +$478K +6,300 New
GAM
189
Groupama Asset Management
France
$472K -$535K
Victory Capital Management
190
Victory Capital Management
Texas
$453K -$3.26K -43 -0.7%
Mercer Global Advisors
191
Mercer Global Advisors
Colorado
$448K +$21.2K +279 +5%
MML Investors Services
192
MML Investors Services
Massachusetts
$436K +$21.3K +281 +5%
HFM
193
Harvest Fund Management
China
$431K
EF
194
Empowered Funds
Pennsylvania
$421K +$421K +5,552 New
QCM
195
Quantinno Capital Management
New York
$394K +$140K +1,842 +55%
AIP
196
Ameritas Investment Partners
Nebraska
$391K -$9.87K -130 -2%
GT
197
Glenmede Trust
Pennsylvania
$391K -$4.02K -53 -1%
TPW
198
Transatlantique Private Wealth
New York
$390K -$52K -685 -12%
WIA
199
World Investment Advisors
California
$390K -$76 -1 -0%
LCM
200
Legato Capital Management
California
$383K +$226K +2,977 +144%