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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 %
GIM
201
Glenmede Investment Management
Pennsylvania
$320K +$320K +4,678 New
AI
202
Atria Investments
North Carolina
$317K +$20.1K +293 +7%
MYIA
203
Mount Yale Investment Advisors
Colorado
$315K +$23.6K +345 +8%
TWM
204
Tradition Wealth Management
Minnesota
$313K +$4.79K +70 +2%
SRC
205
Sage Rhino Capital
California
$308K -$3.63K -53 -1%
DIM
206
DC Investments Management
Virginia
$305K – – –
PAS
207
Park Avenue Securities
New York
$286K -$13.6K -198 -5%
PWAM
208
Private Wealth Asset Management
Iowa
$281K – – –
SC
209
Savant Capital
Illinois
$274K +$80.8K +1,180 +42%
QCM
210
Quantinno Capital Management
New York
$273K -$82.2K -1,201 -23%
X
211
Xponance
Pennsylvania
$267K +$3.15K +46 +1%
PNC Financial Services Group
212
PNC Financial Services Group
Pennsylvania
$262K -$47.1K -688 -15%
Franklin Resources
213
Franklin Resources
California
$259K +$35.8K +523 +16%
VFA
214
Voya Financial Advisors
Connecticut
$257K -$2.57K -39 -1%
SIMG
215
Sonora Investment Management Group
Arizona
$250K – – –
IWM
216
Inlight Wealth Management
Georgia
$247K – – –
Principal Financial Group
217
Principal Financial Group
Iowa
$244K -$35.6K -520 -13%
RAG
218
RIA Advisory Group
Iowa
$242K -$27.4K -400 -10%
Envestnet Portfolio Solutions
219
Envestnet Portfolio Solutions
Illinois
$239K -$77.8K -1,136 -25%
Marshall Wace
220
Marshall Wace
United Kingdom
$238K -$3.67M -53,598 -94%
MFS
221
Mirabella Financial Services
United Kingdom
$236K – – –
TPW
222
Transatlantique Private Wealth
New York
$235K -$117K -1,715 -33%
HR
223
Hardy Reed
Mississippi
$234K -$2.6K -38 -1%
CAPTRUST Financial Advisors
224
CAPTRUST Financial Advisors
North Carolina
$233K -$19.9K -291 -8%
Cerity Partners
225
Cerity Partners
New York
$226K +$44.9K +656 +25%
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9
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