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Asana

249 hedge funds and large institutions have $659M invested in Asana in 2026 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 100 increasing their positions, 61 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

26% less call options, than puts

Call options by funds: $8.91M | Put options by funds: $12M

42% less capital invested

Capital invested by funds: $1.13B → $659M (-$474M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
249
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.91M
Puts
$12M
Net Calls
Net Calls Change

Top Buyers

1 +$22.6M
2 +$19.1M
3 +$17.3M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$15.9M
5
Millennium Management
Millennium Management
New York
+$15.9M

Top Sellers

1 -$15.7M
2 -$8.32M
3 -$4.94M
4
BlackRock
BlackRock
New York
-$4.39M
5
GWMR
GC Wealth Management RIA
Massachusetts
-$3.11M
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
201
Arax Advisory Partners
Colorado
$13.8K
Northwestern Mutual Wealth Management
202
Northwestern Mutual Wealth Management
Wisconsin
$13.6K
FFA
203
Farther Finance Advisors
California
$13.4K
Rockefeller Capital Management
204
Rockefeller Capital Management
New York
$13.1K
BNP Paribas Asset Management
205
BNP Paribas Asset Management
France
$12.4K
GI
206
GAMMA Investing
California
$11.6K
NFSG
207
Newbridge Financial Services Group
Florida
$10.6K
PNC Financial Services Group
208
PNC Financial Services Group
Pennsylvania
$10.2K
LFG
209
Larson Financial Group
Missouri
$6.82K
IA
210
IFP Advisors
Florida
$6.18K
CAM
211
Close Asset Management
United Kingdom
$5K
EP
212
Essential Partners
California
$4.93K
FP
213
Financial Perspectives
Minnesota
$4.83K
AWM
214
Activest Wealth Management
Florida
$4.75K
MCM
215
MAI Capital Management
Ohio
$4.54K
TWC
216
TD Waterhouse Canada
Ontario, Canada
$4.43K
Nisa Investment Advisors
217
Nisa Investment Advisors
Missouri
$4.41K
RIL
218
Rothschild Investment LLC
Illinois
$4.1K
SCM
219
Sterling Capital Management
North Carolina
$3.63K
MPWT
220
MassMutual Private Wealth & Trust
Connecticut
$2.57K
National Bank of Canada
221
National Bank of Canada
Quebec, Canada
$2.37K
PF
222
PlanVest Financial
Maryland
$1.92K
PFBT
223
Parkside Financial Bank & Trust
Missouri
$1.63K
SAM
224
Smartleaf Asset Management
Massachusetts
$1.51K
WPA
225
Wealth Preservation Advisors
Tennessee
$1.34K