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235 hedge funds and large institutions have $1.44B invested in Asana in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 69 increasing their positions, 60 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 32

111% more capital invested

Capital invested by funds: $683M → $1.44B (+$761M)

36% more call options, than puts

Call options by funds: $75M | Put options by funds: $55.3M

16% more funds holding

Funds holding: 203235 (+32)

15% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 60

8.5% more ownership

Funds ownership: 41.21%49.71% (+8.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
235
Holders Change
+32
Holders Change %
+15.76%
% of All Funds
3.1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
68
Increased
69
Reduced
60
Closed
32
Calls
$75M
Puts
$55.3M
Net Calls
+$19.8M
Net Calls Change
+$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BTC
226
Bank & Trust Company
Illinois
$507
LIS
227
Legacy Investment Solutions
Idaho
$502
LWMI
228
Legacy Wealth Management (Idaho)
Idaho
$502
PS
229
Principal Securities
Iowa
$446 +$348 +22 New
WWP
230
WR Wealth Planners
Missouri
$426
PNC Financial Services Group
231
PNC Financial Services Group
Pennsylvania
$345 -$2.23K -141 -89%
AF
232
Allworth Financial
California
$304
QCG
233
Quadrant Capital Group
Ohio
$183 -$1.53K -97 -92%
GRP
234
Global Retirement Partners
California
$61
TFM
235
TFC Financial Management
Massachusetts
$21
JGC
236
J. Goldman & Co
New York
-$14.1M -1,216,570 Closed
GIM
237
Generation Investment Management
United Kingdom
-$11.6M -1,000,000 Closed
Nomura Holdings
238
Nomura Holdings
Japan
-$4.44M -383,426 Closed
LCM
239
Landscape Capital Management
New Jersey
-$1.5M -129,442 Closed
IMC Chicago
240
IMC Chicago
Illinois
-$1.17M -73,686 Closed
SEC
241
Seven Eight Capital
New York
-$816K -70,425 Closed
MOACM
242
Mutual of America Capital Management
New York
-$683K -58,892 Closed
Bank of Montreal
243
Bank of Montreal
Ontario, Canada
-$664K -56,566 Closed
BAM
244
Blueshift Asset Management
New Jersey
-$642K -55,402 Closed
Focus Partners Wealth
245
Focus Partners Wealth
Massachusetts
-$2.05M -47,718 Closed
GS
246
GTS Securities
New York
-$407K -35,157 Closed
DTL
247
Dynamic Technology Lab
Singapore
-$323K -27,810 Closed
GCM
248
Graham Capital Management
Connecticut
-$306K -26,427 Closed
QT
249
Quantbot Technologies
New York
-$301K -26,008 Closed
AI
250
Atom Investors
Texas
-$232K -20,038 Closed

ASAN Hedge Fund Activity: Q4 2024 in Review

235 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Asana (ASAN) for Q4 2024, worth a combined $1.44B — up 111% from $683M a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new ASAN positions and 32 closed out — a net gain of 36 holders — while 69 added to existing stakes and 60 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $30.4M. The largest seller was J. Goldman & Co, exiting entirely with an estimated $14.1M sold.

  • 235 institutional investors held Asana (ASAN) as of Q4 2024, up from 203 in Q3 2024.
  • Funds reported $1.44B of Asana stock for Q4 2024, up 111% quarter-over-quarter.
  • 68 funds opened new Asana positions in Q4 2024 and 32 closed out, a net change of +36 holders.
  • The largest Asana buyer in Q4 2024 was Arrowstreet Capital, an estimated $30.4M added.
  • The largest Asana seller in Q4 2024 was J. Goldman & Co, an estimated $14.1M sold.

Based on aggregated 13F filings for Q4 2024.