250 hedge funds and large institutions have $2.92B invested in Workiva in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 122 increasing their positions, 79 reducing their positions, and 59 closing their positions.

Holders
250
Holders Change
-37
Holders Change %
-12.89%
% of All Funds
4.23%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.03%
New
25
Increased
122
Reduced
79
Closed
59
Calls
$3.39M
Puts
$1.86M
Net Calls
+$1.53M
Net Calls Change
+$696K
Name Market Value Shares Shares
Change
Shares
Change %
CSB
201
City State Bank
Iowa
$91K 1,375 -150 -10%
Canada Pension Plan Investment Board
202
Canada Pension Plan Investment Board
Ontario, Canada
$86K 1,300 -200 -13%
SCA
203
Stonebridge Capital Advisors
Minnesota
$83K 1,261 +792 +169%
HWMA
204
Heritage Wealth Management (Arizona)
Arizona
$69K 1,046 +8 +0.8%
GWSG
205
GPS Wealth Strategies Group
Colorado
$59K 900
HIA
206
Harbor Investment Advisory
Maryland
$57K 868
EWA
207
EverSource Wealth Advisors
Alabama
$53K 810 +810 New
S
208
SignatureFD
Georgia
$51K 768 +429 +127%
Lazard Asset Management
209
Lazard Asset Management
New York
$46K 703
FHA
210
First Horizon Advisors
Tennessee
$43K 658 +512 +351%
STCOSD
211
Sageworth Trust Company of South Dakota
South Dakota
$41K 618 -785 -56%
AAP
212
Arax Advisory Partners
Colorado
$40K 603 +47 +8%
BEI
213
Benjamin Edwards Inc
Missouri
$30K 453 +124 +38%
ST
214
Sageworth Trust
Pennsylvania
$28K 423
CFGS
215
Concourse Financial Group Securities
Alabama
$25K 373 -44 -11%
HNB
216
Huntington National Bank
Ohio
$22K 329 +273 +488%
PCG
217
Private Capital Group
Connecticut
$19K 282
Rockefeller Capital Management
218
Rockefeller Capital Management
New York
$19K 299 +242 +425%
MIFH
219
Migdal Insurance & Financial Holdings
Israel
$17K 257 +38 +17%
CFB
220
Cullen/Frost Bankers
Texas
$13K 195 -13 -6%
SWM
221
Spire Wealth Management
Virginia
$10K 151
QCG
222
Quadrant Capital Group
Ohio
$10K 159 +94 +145%
HFA
223
HC Financial Advisors
California
$9K 130
SPIA
224
Steward Partners Investment Advisory
New York
$9K 129 +29 +29%
TWA
225
TCI Wealth Advisors
Arizona
$7K 110 -76 -41%