Workiva
315 hedge funds and large institutions have $5.17B invested in Workiva in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 95 increasing their positions, 114 reducing their positions, and 37 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 2 → 6 (+4)
62% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 37
42% more capital invested
Capital invested by funds: $3.64B → $5.17B (+$1.53B)
7% more funds holding
Funds holding: 294 → 315 (+21)
2.01% more ownership
Funds ownership: 89.56% → 91.58% (+2%)
17% less repeat investments, than reductions
Existing positions increased: 95 | Existing positions reduced: 114
63% less call options, than puts
Call options by funds: $3.24M | Put options by funds: $8.84M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nordea Investment Management
Stockholm,
Sweden
|
+$50.1M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$43.2M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$41.3M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
+$27.7M |
| 5 |
MC
Maverick Capital
Dallas,
Texas
|
+$25.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$57.3M |
| 2 |
Brown Advisory
Baltimore,
Maryland
|
-$25.4M |
| 3 |
JP Morgan Chase
New York
|
-$19.8M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$16.7M |
| 5 |
Morgan Stanley
New York
|
-$16.4M |
WK Hedge Fund Activity: Q4 2024 in Review
315 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in Workiva (WK) for Q4 2024, worth a combined $5.17B — up 42% from $3.64B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new WK positions and 37 closed out — a net gain of 23 holders — while 95 added to existing stakes and 114 trimmed.
The largest buyer was Nordea Investment Management, opening a new position worth an estimated $50.1M. The largest seller was Fidelity Investments, cutting an estimated $57.3M.
- 315 institutional investors held Workiva (WK) as of Q4 2024, up from 294 in Q3 2024.
- Funds reported $5.17B of Workiva stock for Q4 2024, up 42% quarter-over-quarter.
- 60 funds opened new Workiva positions in Q4 2024 and 37 closed out, a net change of +23 holders.
- The largest Workiva buyer in Q4 2024 was Nordea Investment Management, an estimated $50.1M added.
- The largest Workiva seller in Q4 2024 was Fidelity Investments, an estimated $57.3M sold.
Based on aggregated 13F filings for Q4 2024.