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
201
$390K
202
$383K
203
$380K
204
$352K
205
$346K
206
$343K
207
$342K
208
$338K
209
$334K
210
$332K
211
$329K
212
$324K
213
$319K
214
$311K
215
$310K
216
$310K
217
$303K
218
$299K
219
$295K
220
$292K
221
$289K
222
$285K
223
$280K
224
$277K
225
$277K