ASAN icon

Asana

249 hedge funds and large institutions have $659M invested in Asana in 2026 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 100 increasing their positions, 61 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

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
249
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.91M
Puts
$12M
Net Calls
Net Calls Change

Top Buyers

1 +$22.6M
2 +$19.1M
3 +$17.3M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$15.9M
5
Millennium Management
Millennium Management
New York
+$15.9M

Top Sellers

1 -$15.7M
2 -$8.32M
3 -$4.94M
4
BlackRock
BlackRock
New York
-$4.39M
5
GWMR
GC Wealth Management RIA
Massachusetts
-$3.11M
Name Holding Trade Value Shares
Change
Change in
Stake
PWAM
226
Private Wealth Asset Management
Iowa
$1.28K
CPG
227
Cornerstone Planning Group
New Jersey
$1.25K
MSG
228
Main Street Group
Virginia
$800
KCM
229
Key Capital Management
Tennessee
$762
HPC
230
HM Payson & Co
Maine
$640
GFA
231
Godfrey Financial Associates
New York
$486
SIC
232
SJS Investment Consulting
Ohio
$480
BIA
233
Bell Investment Advisors
California
$455
BFS
234
Bare Financial Services
Pennsylvania
$454
SS
235
Sunbelt Securities
Texas
$448
PWA
236
Physician Wealth Advisors
Utah
$436
FFO
237
Fortitude Family Office
Arizona
$435
TWD
238
True Wealth Design
Ohio
$416
HI
239
Harbour Investments
Wisconsin
$376
US Bancorp
240
US Bancorp
Minnesota
$314
PFA
241
Pillar Financial Advisors
Kentucky
$269
ME
242
McIlrath & Eck
Washington
$256
RIAS
243
Rachor Investment Advisory Services
Michigan
$148
TFA
244
Transamerica Financial Advisors
Florida
$51
SWM
245
SHP Wealth Management
Massachusetts
$13
DF
246
Dunhill Financial
United Kingdom
$10
Two Sigma Advisers
247
Two Sigma Advisers
New York
Citadel Advisors
248
Citadel Advisors
Florida
NICM
249
Neo Ivy Capital Management
New York
PAM
250
Panagora Asset Management
Massachusetts