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 %
GWSG
176
GPS Wealth Strategies Group
Colorado
$1.62K
MSG
177
Main Street Group
Virginia
$1.45K
QCG
178
Quadrant Capital Group
Ohio
$1.23K +$1.03K +89 +524%
OP
179
ORG Partners
Indiana
$1.16K
HPC
180
HM Payson & Co
Maine
$1.16K
WFA
181
West Financial Advisors
Iowa
$1.15K
RIL
182
Rothschild Investment LLC
Illinois
$1.04K +$464 +40 +80%
Bessemer Group
183
Bessemer Group
New Jersey
$1K -$561K -53,250 -100%
C
184
Covestor
United Kingdom
$1K +$224 +13 +29%
LFG
185
Larson Financial Group
Missouri
$939 +$939 +81 New
SCM
186
Sterling Capital Management
North Carolina
$927 +$927 +80 New
SPIA
187
Steward Partners Investment Advisory
New York
$869 +$869 +75 New
LC
188
Lindbrook Capital
California
$846 +$394 +34 +87%
VCM
189
Versant Capital Management
Arizona
$672 -$753 -65 -53%
FFA
190
Farther Finance Advisors
California
$580 -$464 -40 -44%
LWMI
191
Legacy Wealth Management (Idaho)
Idaho
$339 +$339 +23 New
LIS
192
Legacy Investment Solutions
Idaho
$339 +$339 +23 New
CHA
193
Carmichael Hill & Associates
Maryland
$290 -$580 -50 -67%
BTC
194
Bank & Trust Company
Illinois
$290
WWP
195
WR Wealth Planners
Missouri
$243
Northwestern Mutual Wealth Management
196
Northwestern Mutual Wealth Management
Wisconsin
$232 +$81 +7 +54%
AF
197
Allworth Financial
California
$174 +$174 +15 New
GI
198
GAMMA Investing
California
$151 -$709 -61 -82%
GRP
199
Global Retirement Partners
California
$35
TFM
200
TFC Financial Management
Massachusetts
$12 +$12 +1 New