309 hedge funds and large institutions have $4.16B invested in Workiva in 2025 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 102 increasing their positions, 108 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

4% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 51

0% less funds holding

Funds holding: 310309 (-1)

6% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 108

Holders
309
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.8M
Puts
$4.16M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAS
201
Park Avenue Securities
New York
$340K
X
202
Xponance
Pennsylvania
$340K
Principal Financial Group
203
Principal Financial Group
Iowa
$331K
PNC Financial Services Group
204
PNC Financial Services Group
Pennsylvania
$325K
VFA
205
Voya Financial Advisors
Connecticut
$320K
SIMG
206
Sonora Investment Management Group
Arizona
$312K
IWM
207
Inlight Wealth Management
Georgia
$310K
BHCM
208
Brevan Howard Capital Management
Jersey
$305K
RAG
209
RIA Advisory Group
Iowa
$305K
Allspring Global Investments
210
Allspring Global Investments
North Carolina
$286K
Mackenzie Financial
211
Mackenzie Financial
Ontario, Canada
$283K
WA
212
Wealth Alliance
New York
$281K
QCM
213
Qsemble Capital Management
New York
$268K
FRM
214
Fox Run Management
Connecticut
$265K
FG
215
Foster Group
Iowa
$264K
LFG
216
Larson Financial Group
Missouri
$247K
PFBT
217
Parkside Financial Bank & Trust
Missouri
$243K
Walleye Trading
218
Walleye Trading
New York
$235K
UBV
219
United Bank (Virginia)
Virginia
$227K
ECM
220
ExodusPoint Capital Management
New York
$225K
SO
221
STRS Ohio
Ohio
$224K
EGM
222
Engineers Gate Manager
New York
$219K
HR
223
Hardy Reed
Mississippi
$219K
BA
224
Bridgewater Associates
Connecticut
$210K
Mitsubishi UFJ Asset Management
225
Mitsubishi UFJ Asset Management
Japan
$207K