200 hedge funds and large institutions have $677M invested in Asana in 2024 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 62 increasing their positions, 63 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
-14
Holders Change %
-6.54%
% of All Funds
2.89%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
38
Increased
62
Reduced
63
Closed
48
Calls
$31.2M
Puts
$24M
Net Calls
+$7.22M
Net Calls Change
+$5.2M
Name Holding Trade Value Shares
Change
Shares
Change %
BTI
151
Blue Trust Inc
Georgia
$14.5K +$3.61K +258 +33%
PLU
152
Performa Ltd (US)
South Carolina
$12.8K +$1.98K +171 +18%
CAM
153
Close Asset Management
United Kingdom
$12K
Nisa Investment Advisors
154
Nisa Investment Advisors
Missouri
$12K +$2.67K +230 +29%
PFBT
155
Parkside Financial Bank & Trust
Missouri
$11.6K
HCP
156
Hexagon Capital Partners
Arkansas
$10.9K +$649 +56 +6%
NA
157
NewEdge Advisors
Louisiana
$9.34K -$290 -25 -3%
VWM
158
Venturi Wealth Management
Texas
$7.53K
WIM
159
Westside Investment Management
California
$7.03K
FP
160
Financial Perspectives
Minnesota
$5.8K
S
161
SignatureFD
Georgia
$5.36K -$985 -85 -16%
EWA
162
EverSource Wealth Advisors
Alabama
$5.05K +$4.97K +429 +6,129%
TWC
163
TD Waterhouse Canada
Ontario, Canada
$5.03K -$3.24K -290 -39%
CA
164
CoreCap Advisors
Michigan
$4.14K +$4.14K +357 New
TWD
165
True Wealth Design
Ohio
$4.05K +$4.05K +349 New
IA
166
IFP Advisors
Florida
$4.01K -$5.8K -500 -59%
MPWT
167
MassMutual Private Wealth & Trust
Connecticut
$4K
SAM
168
Smartleaf Asset Management
Massachusetts
$3.3K +$2.92K +249 +778%
CPA
169
Capital Performance Advisors
California
$2.9K +$2.9K +250 New
MWA
170
MFA Wealth Advisors
Pennsylvania
$2.61K
CAS
171
Coppell Advisory Solutions
Texas
$2.49K
RAM
172
Resona Asset Management
Japan
$1.93K
US Bancorp
173
US Bancorp
Minnesota
$1.89K +$1.65K +142 +676%
PNC Financial Services Group
174
PNC Financial Services Group
Pennsylvania
$1.83K -$2.67K -230 -59%
RI
175
Ridgewood Investments
New Jersey
$1.74K