224 hedge funds and large institutions have $1.13B invested in Asana in 2023 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 74 increasing their positions, 57 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+4
Holders Change %
+1.82%
% of All Funds
3.59%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
49
Increased
74
Reduced
57
Closed
45
Calls
$73.4M
Puts
$79.6M
Net Calls
-$6.25M
Net Calls Change
-$10.3M
Name Holding Trade Value Shares
Change
Shares
Change %
FP
176
Financial Perspectives
Minnesota
$16.6K
LC
177
Lindbrook Capital
California
$14.2K +$7.33K +347 +106%
VWM
178
Venturi Wealth Management
Texas
$13.7K +$13.7K +650 New
AAM
179
Advisors Asset Management
Colorado
$13.3K -$21.1K -999 -61%
HIIFS
180
Harel Insurance Investments & Financial Services
Israel
$11K -$2.06K -97 -16%
WIM
181
Westside Investment Management
California
$10.6K
MMG
182
Monetary Management Group
Missouri
$10.6K +$10.6K +500 New
S
183
SignatureFD
Georgia
$9.32K +$1.46K +69 +19%
GWM
184
Geneos Wealth Management
Colorado
$7.42K
LFG
185
Larson Financial Group
Missouri
$7.35K
MPWT
186
MassMutual Private Wealth & Trust
Connecticut
$7.29K
RI
187
Ridgewood Investments
New Jersey
$6.34K +$6.34K +300 New
EI
188
Ellevest Inc
New York
$5.03K +$3.66K +173 +266%
CG
189
Cutler Group
California
$5K -$39.7K -2,103 -89%
FWM
190
Focused Wealth Management
New York
$4.8K +$2.68K +127 +127%
SWM
191
Spire Wealth Management
Virginia
$4.48K
Russell Investments Group
192
Russell Investments Group
United Kingdom
$4.42K -$1.16M -54,761 -100%
OIA
193
Optimum Investment Advisors
Illinois
$4.23K
RFA
194
Register Financial Advisors
Georgia
$4.23K
HFS
195
Hantz Financial Services
Michigan
$4K
SJIM
196
St. Johns Investment Management
Florida
$2.96K
SSB
197
Sandy Spring Bank
Maryland
$2.64K
SC
198
Solstein Capital
California
$2.43K
HPC
199
HM Payson & Co
Maine
$2.11K
PO
200
Private Ocean
California
$2.11K