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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
CAPTRUST Financial Advisors
151
CAPTRUST Financial Advisors
North Carolina
$136K +$188K +21,320 New
Focus Partners Wealth
152
Focus Partners Wealth
Massachusetts
$134K +$183K +20,796 New
VIA
153
Vanguard Investments Australia
Australia
$130K +$179K +20,341 New
SC
154
Shay Capital
New York
$123K
STA
155
Summit Trail Advisors
New York
$122K +$168K +19,127 New
PA
156
PharVision Advisers
Florida
$120K -$268K -30,450 -62%
WG
157
Winton Group
United Kingdom
$118K -$44.9K -5,100 -22%
SRL
158
Scientech Research LLC
New Jersey
$118K +$162K +18,430 New
KK
159
KLP Kapitalforvaltning
Norway
$117K
MFG
160
Merit Financial Group
Georgia
$113K +$155K +17,607 New
BC
161
Bayforest Capital
United Kingdom
$110K +$149K +16,976 +8,446%
CPA
162
Capital Performance Advisors
California
$109K +$150K +16,989 New
Pictet Asset Management
163
Pictet Asset Management
Switzerland
$104K
Verition Fund Management
164
Verition Fund Management
Connecticut
$101K -$1.97M -223,622 -93%
AFG
165
Atomi Financial Group
New York
$98.2K -$6.07K -689 -4%
CW
166
Channel Wealth
California
$91.7K +$126K +14,334 New
TSS
167
Two Sigma Securities
New York
$91.5K +$126K +14,302 New
Raymond James Financial
168
Raymond James Financial
Florida
$87.7K +$8.36K +949 +7%
Mitsubishi UFJ Asset Management
169
Mitsubishi UFJ Asset Management
Japan
$87.3K +$9.11K +1,035 +8%
Prudential Financial
170
Prudential Financial
New Jersey
$87.3K +$120K +13,640 New
ProShare Advisors
171
ProShare Advisors
Maryland
$85.9K -$26.3K -2,985 -18%
KFA
172
Krane Funds Advisors
New York
$78.8K +$111K +12,552 New
OPCM
173
Osborne Partners Capital Management
California
$78.2K
FPAS
174
Focus Partners Advisor Solutions
Missouri
$71.8K +$98.7K +11,215 New
VA
175
Vident Advisory
Georgia
$70.3K -$89.3K -10,146 -48%

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.