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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
Pictet Asset Management
151
Pictet Asset Management
Switzerland
$239K +$186K +11,781 New
PTC
152
Petrus Trust Company
Texas
$228K -$265K -16,744 -60%
SPA
153
Sherbrooke Park Advisers
New York
$215K +$168K +10,626 New
TRCT
154
Tower Research Capital (TRC)
New York
$215K -$43.1K -2,725 -20%
Commonwealth Equity Services
155
Commonwealth Equity Services
Massachusetts
$213K -$6.46K -408 -4%
WCM
156
Washington Capital Management
Washington
$213K -$348K -22,000 -68%
Victory Capital Management
157
Victory Capital Management
Texas
$207K -$2.25K -142 -1%
Public Employees Retirement Association of Colorado
158
Public Employees Retirement Association of Colorado
Colorado
$206K
JFG
159
Jefferies Financial Group
New York
$172K -$123K -7,770 -48%
AIP
160
Ameritas Investment Partners
Nebraska
$171K
TCM
161
TruNorth Capital Management
Michigan
$163K +$127K +8,026 New
BC
162
Bayforest Capital
United Kingdom
$137K +$107K +6,739 New
State of Tennessee, Department of Treasury
163
State of Tennessee, Department of Treasury
Tennessee
$135K +$105K +6,655 New
CFFP
164
Center for Financial Planning
Michigan
$122K
KBC Group
165
KBC Group
Belgium
$114K +$32.9K +2,078 +59%
Royal Bank of Canada
166
Royal Bank of Canada
Ontario, Canada
$108K -$779K -49,227 -90%
Simplex Trading
167
Simplex Trading
Illinois
$92K +$40.3K +2,544 +125%
SS
168
SBI Securities
Japan
$82.1K +$64.1K +4,052 New
PPA
169
Painted Porch Advisors
California
$79.9K
Carson Wealth (CWM LLC)
170
Carson Wealth (CWM LLC)
Nebraska
$76K -$8.8K -556 -13%
PEAK6
171
PEAK6
Illinois
$68.2K +$53.2K +3,363 New
BWL
172
Bogart Wealth LLC
Virginia
$60.8K +$47.5K +3,000 New
AB
173
Amalgamated Bank
New York
$57K
Daiwa Securities Group
174
Daiwa Securities Group
Japan
$56K -$32K -2,023 -42%
FDCDDQ
175
Federation des caisses Desjardins du Quebec
Quebec, Canada
$41.6K

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.