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240 hedge funds and large institutions have $1.13B invested in Asana in 2025 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 75 increasing their positions, 77 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 37

16% more capital invested

Capital invested by funds: $975M → $1.13B (+$157M)

5.85% more ownership

Funds ownership: 46.6%52.45% (+5.9%)

4% more funds holding

Funds holding: 230240 (+10)

3% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 77

23% less call options, than puts

Call options by funds: $29.7M | Put options by funds: $38.7M

Holders
240
Holders Change
+10
Holders Change %
+4.35%
% of All Funds
2.92%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
51
Increased
75
Reduced
77
Closed
37
Calls
$29.7M
Puts
$38.7M
Net Calls
-$9.01M
Net Calls Change
+$2.64M
Name Holding Trade Value Shares
Change
Change in
Stake
CPW
101
Catalyst Private Wealth
California
$526K -$22.2K -1,616 -4%
IC
102
IEQ Capital
California
$515K +$517K +37,582 New
HCA
103
Harbor Capital Advisors
Illinois
$494K +$99.1K +7,204 +25%
Zurich Cantonal Bank
104
Zurich Cantonal Bank
Switzerland
$463K
IIM
105
INTECH Investment Management
Florida
$455K -$134K -9,720 -23%
ACS
106
Archford Capital Strategies
Illinois
$411K +$412K +30,000 New
BTI
107
Blue Trust Inc
Georgia
$406K +$27.4K +1,993 +7%
BC
108
Bridgefront Capital
Texas
$405K -$126K -9,190 -24%
PA
109
Parallel Advisors
California
$404K
HighTower Advisors
110
HighTower Advisors
Illinois
$400K -$79.3K -5,770 -17%
SPS
111
Susquehanna Portfolio Strategies
Pennsylvania
$400K
Creative Planning
112
Creative Planning
Kansas
$395K +$251K +18,236 +172%
AC
113
AXQ Capital
New Jersey
$392K +$393K +28,616 New
TI
114
Tidal Investments
Wisconsin
$392K -$16.7K -1,216 -4%
QCM
115
Qsemble Capital Management
New York
$374K +$375K +27,279 New
Holocene Advisors
116
Holocene Advisors
New York
$361K +$124K +9,027 +52%
LPL Financial
117
LPL Financial
California
$355K -$169K -12,318 -32%
American Century Companies
118
American Century Companies
Missouri
$353K -$32.8K -2,383 -8%
New York State Common Retirement Fund
119
New York State Common Retirement Fund
New York
$347K
CCIA
120
Campbell & Co Investment Adviser
Maryland
$337K +$338K +24,606 New
ASRS
121
Arizona State Retirement System
Arizona
$333K -$14.5K -1,052 -4%
WG
122
Winton Group
United Kingdom
$324K +$324K +23,600 New
RPCONE
123
Retirement Planning Company of New England
Rhode Island
$318K +$9.82K +714 +3%
Handelsbanken Fonder
124
Handelsbanken Fonder
Sweden
$318K +$52.2K +3,800 +20%
SCM
125
Shelton Capital Management
Colorado
$314K