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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
NFSG
176
Newbridge Financial Services Group
Florida
$33.4K
QL
177
Quarry LP
New York
$28.8K +$22.5K +1,419 New
SO
178
STRS Ohio
Ohio
$26.4K -$7.91K -500 -28%
PFBT
179
Parkside Financial Bank & Trust
Missouri
$26.4K +$4.75K +300 +30%
SSG
180
Summit Securities Group
New York
$23.8K +$18.6K +1,173 New
LSA
181
Leonteq Securities AG
Switzerland
$23.4K -$562K -35,523 -97%
Nisa Investment Advisors
182
Nisa Investment Advisors
Missouri
$22.8K +$1.42K +90 +9%
HCP
183
Hexagon Capital Partners
Arkansas
$21.6K +$1.93K +122 +13%
CAM
184
Close Asset Management
United Kingdom
$21K
NA
185
NewEdge Advisors
Louisiana
$16.3K
VWM
186
Venturi Wealth Management
Texas
$13.2K
PLU
187
Performa Ltd (US)
South Carolina
$12.2K -$7.98K -504 -46%
S
188
SignatureFD
Georgia
$12K +$2.06K +130 +28%
EAM
189
Empirical Asset Management
Massachusetts
$10.8K +$170K +10,760 New
SAM
190
Smartleaf Asset Management
Massachusetts
$10.5K +$3.62K +229 +81%
FP
191
Financial Perspectives
Minnesota
$10.1K
MMG
192
Monetary Management Group
Missouri
$10.1K +$7.91K +500 New
BIG
193
Brooklyn Investment Group
New York
$9.61K +$7.5K +474 New
TWC
194
TD Waterhouse Canada
Ontario, Canada
$9.13K
CA
195
CoreCap Advisors
Michigan
$7.24K
MPWT
196
MassMutual Private Wealth & Trust
Connecticut
$6.99K
FIA
197
FNY Investment Advisers
New York
$6K +$4.75K +300 New
A
198
AlphaQuest
New York
$5.41K -$54.4K -3,437 -93%
EDRH
199
Edmond de Rothschild Holding
Switzerland
$5.03K -$21.6K -1,367 -85%
CAS
200
Coppell Advisory Solutions
Texas
$4.37K

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.