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250 hedge funds and large institutions have $659M invested in Asana in 2026 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 100 increasing their positions, 61 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 61

33% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 43

11.04% more ownership

Funds ownership: 52.45%63.48% (+11%)

4% more funds holding

Funds holding: 240250 (+10)

26% less call options, than puts

Call options by funds: $8.91M | Put options by funds: $12M

42% less capital invested

Capital invested by funds: $1.13B → $659M (-$474M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
250
Holders Change
+10
Holders Change %
+4.17%
% of All Funds
3.08%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
57
Increased
100
Reduced
61
Closed
43
Calls
$8.91M
Puts
$12M
Net Calls
-$3.08M
Net Calls Change
+$5.93M
Name Holding Trade Value Shares
Change
Change in
Stake
PWAM
226
Private Wealth Asset Management
Iowa
$1.28K +$1.76K +200 New
CPG
227
Cornerstone Planning Group
New Jersey
$1.25K +$1.5K +170 New
MSG
228
Main Street Group
Virginia
$800 +$1.1K +125 New
KCM
229
Key Capital Management
Tennessee
$762 +$1.05K +119 New
HPC
230
HM Payson & Co
Maine
$640
GFA
231
Godfrey Financial Associates
New York
$486
SIC
232
SJS Investment Consulting
Ohio
$480 +$467 +53 +241%
BWA
233
Basecamp Wealth Advisors
Washington
$474 +$651 +74 New
BIA
234
Bell Investment Advisors
California
$455 +$625 +71 New
BFS
235
Bare Financial Services
Pennsylvania
$454 +$625 +71 New
SS
236
Sunbelt Securities
Texas
$448 +$467 +53 +312%
PWA
237
Physician Wealth Advisors
Utah
$436 -$4.98K -566 -89%
FFO
238
Fortitude Family Office
Arizona
$435 +$599 +68 New
TWD
239
True Wealth Design
Ohio
$416 -$18 -2 -3%
HI
240
Harbour Investments
Wisconsin
$376 +$511 +58 New
US Bancorp
241
US Bancorp
Minnesota
$314 -$1.44K -164 -77%
PFA
242
Pillar Financial Advisors
Kentucky
$269
ME
243
McIlrath & Eck
Washington
$256
RIAS
244
Rachor Investment Advisory Services
Michigan
$148 +$123 +14 +156%
TFA
245
Transamerica Financial Advisors
Florida
$51 +$70 +8 New
SWM
246
SHP Wealth Management
Massachusetts
$13
DF
247
Dunhill Financial
United Kingdom
$10 -$9 -1 -50%
Two Sigma Advisers
248
Two Sigma Advisers
New York
-$19.2M -1,397,100 Closed
Citadel Advisors
249
Citadel Advisors
Florida
-$8.32M -945,195 Closed
NICM
250
Neo Ivy Capital Management
New York
-$2.13M -155,254 Closed

ASAN Hedge Fund Activity: Q1 2026 in Review

250 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Asana (ASAN) for Q1 2026, worth a combined $659M — down 42% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new ASAN positions and 43 closed out — a net gain of 14 holders — while 100 added to existing stakes and 61 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $22.6M. The largest seller was Marshall Wace, cutting an estimated $15.7M.

  • 250 institutional investors held Asana (ASAN) as of Q1 2026, up from 240 in Q4 2025.
  • Funds reported $659M of Asana stock for Q1 2026, down 42% quarter-over-quarter.
  • 57 funds opened new Asana positions in Q1 2026 and 43 closed out, a net change of +14 holders.
  • The largest Asana buyer in Q1 2026 was JP Morgan Chase, an estimated $22.6M added.
  • The largest Asana seller in Q1 2026 was Marshall Wace, an estimated $15.7M sold.

Based on aggregated 13F filings for Q1 2026.