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240 hedge funds and large institutions have $1.13B invested in Asana in 2025 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 75 increasing their positions, 77 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 37

16% more capital invested

Capital invested by funds: $975M → $1.13B (+$157M)

5.85% more ownership

Funds ownership: 46.6%52.45% (+5.9%)

4% more funds holding

Funds holding: 230240 (+10)

3% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 77

23% less call options, than puts

Call options by funds: $29.7M | Put options by funds: $38.7M

Holders
240
Holders Change
+10
Holders Change %
+4.35%
% of All Funds
2.92%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
51
Increased
75
Reduced
77
Closed
37
Calls
$29.7M
Puts
$38.7M
Net Calls
-$9.01M
Net Calls Change
+$2.64M
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
176
Farther Finance Advisors
California
$40.5K +$5.54K +403 +16%
AB
177
Amalgamated Bank
New York
$37K -$1.55K -113 -4%
FDCDDQ
178
Federation des caisses Desjardins du Quebec
Quebec, Canada
$32.1K +$1.38K +100 +4%
Jones Financial Companies
179
Jones Financial Companies
Missouri
$31.1K -$2.63K -191 -8%
NFSG
180
Newbridge Financial Services Group
Florida
$22.6K
PLU
181
Performa Ltd (US)
South Carolina
$19.5K +$1.72K +125 +10%
BNP Paribas Asset Management
182
BNP Paribas Asset Management
France
$18K +$5.67K +412 +46%
PFBT
183
Parkside Financial Bank & Trust
Missouri
$17.2K -$14.9K -1,084 -46%
AAP
184
Arax Advisory Partners
Colorado
$15K -$19.3K -1,402 -56%
BCV
185
Banque Cantonale Vaudoise
Switzerland
$13K
AF
186
Allworth Financial
California
$12.7K +$12K +875 +1,620%
PEAK6
187
PEAK6
Illinois
$11.1K -$191K -13,858 -94%
S
188
SignatureFD
Georgia
$11.1K +$6.17K +449 +124%
LFG
189
Larson Financial Group
Missouri
$11.1K -$385 -28 -3%
CAM
190
Close Asset Management
United Kingdom
$11K
EWA
191
EverSource Wealth Advisors
Alabama
$10.4K +$7.7K +560 +279%
FP
192
Financial Perspectives
Minnesota
$10.4K +$3.51K +255 +51%
AWM
193
Activest Wealth Management
Florida
$10.2K +$10.2K +742 New
IA
194
IFP Advisors
Florida
$10.1K +$7.41K +539 +275%
TWC
195
TD Waterhouse Canada
Ontario, Canada
$9.59K -$6.39K -465 -40%
PWA
196
Physician Wealth Advisors
Utah
$8.69K +$8.72K +634 New
EP
197
Essential Partners
California
$8.35K +$5.35K +389 +177%
SCM
198
Sterling Capital Management
North Carolina
$7.88K +$5.02K +365 +174%
Nisa Investment Advisors
199
Nisa Investment Advisors
Missouri
$7.83K -$5.31K -386 -40%
Rockefeller Capital Management
200
Rockefeller Capital Management
New York
$7.8K +$7.15K +520 +1,061%