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Asana
ASAN

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: 240 → 250 (+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: 1 → 0 (-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

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$22.6M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$19.1M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$17.3M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$15.9M
5
Millennium Management
Millennium Management
New York
+$15.9M

Top Sellers

1
Marshall Wace
Marshall Wace
United Kingdom
-$15.7M
2
Citadel Advisors
Citadel Advisors
Florida
-$8.32M
3
JAM
Jupiter Asset Management
United Kingdom
-$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
BCV
276
Banque Cantonale Vaudoise
Switzerland
– -$13K -955 Closed
CCA
277
Cygnus Capital Advisors
Georgia
– -$10 -761 Closed
DT
278
DV Trading
Illinois
– -$5.61K -409 Closed
CTA
279
Colonial Trust Advisors
South Carolina
– -$5.48K -400 Closed
DWM
280
Dogwood Wealth Management
Kansas
– -$1.58K -115 Closed
SWP
281
Strategic Wealth Partners
Ohio
– -$1.37K -100 Closed
ZBNA
282
Zions Bancorporation, National Association
Utah
– -$1.11K -81 Closed
TPCW
283
TD Private Client Wealth
New York
– -$631 -46 Closed
AUB
284
Atlantic Union Bankshares
Virginia
– -$617 -45 Closed
KFAS
285
Keating Financial Advisory Services
Kansas
– -$466 -34 Closed
CA
286
Clearstead Advisors
Ohio
– -$384 -28 Closed
SHIM
287
Stone House Investment Management
Pennsylvania
– -$219 -16 Closed
SA
288
Strategic Advocates
Utah
– -$28 -2 Closed
HFS
289
Hughes Financial Services
Virginia
– -$14 -1 Closed
TFM
290
TFC Financial Management
Massachusetts
– -$14 -1 Closed
CAL
291
Capital Advisors Ltd
Ohio
– +$150 +17 New
AW
292
Avion Wealth
Texas
– +$335 +38 +106%
8 9 10 11
12

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.