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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
Pictet Asset Management
176
Pictet Asset Management
Switzerland
$499K -$14.7K -214 -3%
EF
177
Empowered Funds
Pennsylvania
$497K +$118K +1,712 +31%
Capstone Investment Advisors
178
Capstone Investment Advisors
New York
$484K +$486K +7,065 New
Mirae Asset Global Investments
179
Mirae Asset Global Investments
South Korea
$477K +$40.2K +585 +9%
TPI
180
Trust Point Inc
Wisconsin
$470K -$291K -4,226 -38%
Commonwealth Equity Services
181
Commonwealth Equity Services
Massachusetts
$468K +$5.09K +74 +1%
GAM
182
Groupama Asset Management
France
$464K
LB
183
Legacy Bridge
Iowa
$456K
HFM
184
Harvest Fund Management
China
$431K
Prudential Financial
185
Prudential Financial
New Jersey
$428K +$172K +2,505 +67%
A
186
AlphaQuest
New York
$425K +$279K +4,061 +189%
CWM
187
CIBC World Markets
New York
$424K -$354K -5,145 -45%
FGP
188
Freestone Grove Partners
California
$418K +$420K +6,106 New
TSS
189
Two Sigma Securities
New York
$411K +$413K +6,005 New
Creative Planning
190
Creative Planning
Kansas
$404K -$1.2M -17,511 -75%
Victory Capital Management
191
Victory Capital Management
Texas
$400K -$8.6K -125 -2%
MML Investors Services
192
MML Investors Services
Massachusetts
$387K -$5.85K -85 -1%
HC
193
Henshaw Capital
Massachusetts
$378K
Canada Pension Plan Investment Board
194
Canada Pension Plan Investment Board
Ontario, Canada
$376K +$248K +3,600 +189%
Mercer Global Advisors
195
Mercer Global Advisors
Colorado
$369K -$35.2K -512 -9%
BC
196
Bridgefront Capital
Texas
$359K +$361K +5,243 New
AIP
197
Ameritas Investment Partners
Nebraska
$353K
WIA
198
World Investment Advisors
California
$350K -$1.17K -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 -$531K -7,721 -62%

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.