328 hedge funds and large institutions have $3.55B invested in Workiva in 2025 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 122 increasing their positions, 97 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

less ownership

Funds ownership:

31% less capital invested

Capital invested by funds: $5.17B → $3.55B (-$1.62B)

83% less funds holding in top 10

Funds holding in top 10: 61 (-5)

86% less call options, than puts

Call options by funds: $1.27M | Put options by funds: $8.92M

Holders
328
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.27M
Puts
$8.92M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
176
$663K
177
$647K
178
$642K
179
$620K
180
$618K
181
$573K
182
$570K
183
$534K
184
$525K
185
$513K
186
$506K
187
$503K
188
$500K
189
$481K
190
$478K
191
$472K
192
$453K
193
$448K
194
$436K
195
$431K
196
$421K
197
$394K
198
$391K
199
$391K
200
$390K