327 hedge funds and large institutions have $3.54B invested in Workiva in 2025 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 120 increasing their positions, 97 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
+14
Holders Change %
+4.47%
% of All Funds
4.44%
Holding in Top 10
1
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-83.33%
% of All Funds
0.01%
New
65
Increased
120
Reduced
97
Closed
47
Calls
$1.27M
Puts
$8.92M
Net Calls
-$7.65M
Net Calls Change
-$2.06M
Name Holding Trade Value Shares
Change
Shares
Change %
Public Employees Retirement Association of Colorado
201
Public Employees Retirement Association of Colorado
Colorado
$380K
Envestnet Portfolio Solutions
202
Envestnet Portfolio Solutions
Illinois
$352K -$117K -1,543 -25%
SRC
203
Sage Rhino Capital
California
$346K -$911 -12 -0.3%
PNC Financial Services Group
204
PNC Financial Services Group
Pennsylvania
$343K -$59.4K -783 -15%
TWM
205
Tradition Wealth Management
Minnesota
$342K
DIM
206
DC Investments Management
Virginia
$338K -$7.82K -103 -2%
QC
207
Quadrature Capital
United Kingdom
$334K +$334K +4,401 New
PAS
208
Park Avenue Securities
New York
$332K -$14.2K -187 -4%
AI
209
Atria Investments
North Carolina
$329K +$16.1K +212 +5%
MYIA
210
Mount Yale Investment Advisors
Colorado
$324K +$44.3K +584 +16%
SO
211
STRS Ohio
Ohio
$319K -$30.4K -400 -9%
PWAM
212
Private Wealth Asset Management
Iowa
$311K +$311K +4,100 New
Principal Financial Group
213
Principal Financial Group
Iowa
$310K -$17.5K -231 -5%
VFA
214
Voya Financial Advisors
Connecticut
$310K -$31K -394 -9%
FC
215
Farringdon Capital
United Kingdom
$303K +$303K +3,986 New
RAG
216
RIA Advisory Group
Iowa
$299K -$7.82K -103 -3%
1C
217
111 Capital
France
$295K +$295K +3,888 New
X
218
Xponance
Pennsylvania
$292K +$18.3K +241 +7%
VPIM
219
Vanguard Personalized Indexing Management
California
$289K +$3.64K +48 +1%
Prudential Financial
220
Prudential Financial
New Jersey
$285K +$380 +5 +0.1%
CAPTRUST Financial Advisors
221
CAPTRUST Financial Advisors
North Carolina
$280K -$79.6K -1,049 -22%
I
222
InceptionR
California
$277K +$277K +3,655 New
SIMG
223
Sonora Investment Management Group
Arizona
$277K
OSAM
224
O'Shaughnessy Asset Management
Connecticut
$277K +$277K +3,651 New
IWM
225
Inlight Wealth Management
Georgia
$274K