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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
US Bancorp
201
US Bancorp
Minnesota
$4.01K +$554 +35 +21%
C
202
Covestor
United Kingdom
$4K +$1.84K +116 +200%
RAM
203
Resona Asset Management
Japan
$3.54K
SS
204
Sunbelt Securities
Texas
$3.44K -$473K -29,866 -99%
LC
205
Lindbrook Capital
California
$3.37K +$1.47K +93 +127%
GI
206
GAMMA Investing
California
$3.37K +$2.42K +153 +1,177%
IA
207
IFP Advisors
Florida
$3.12K -$3.04K -192 -55%
RI
208
Ridgewood Investments
New Jersey
$3.04K
GWSG
209
GPS Wealth Strategies Group
Colorado
$2.84K
MSG
210
Main Street Group
Virginia
$2.53K
Creative Planning
211
Creative Planning
Kansas
$2.35K +$1.84K +116 New
DWM
212
Dogwood Wealth Management
Kansas
$2.33K +$1.82K +115 New
Comerica Bank
213
Comerica Bank
Texas
$2.29K +$1.79K +113 New
HPC
214
HM Payson & Co
Maine
$2.03K
Bessemer Group
215
Bessemer Group
New Jersey
$2K
RIL
216
Rothschild Investment LLC
Illinois
$1.72K -$79 -5 -6%
SCM
217
Sterling Capital Management
North Carolina
$1.66K +$32 +2 +3%
TWD
218
True Wealth Design
Ohio
$1.54K -$4.32K -273 -78%
SPIA
219
Steward Partners Investment Advisory
New York
$1.52K
MCM
220
MAI Capital Management
Ohio
$1.22K +$950 +60 New
VCM
221
Versant Capital Management
Arizona
$1.18K
FFA
222
Farther Finance Advisors
California
$1.11K +$79 +5 +10%
EWA
223
EverSource Wealth Advisors
Alabama
$912 -$6.19K -391 -90%
PFA
224
Pillar Financial Advisors
Kentucky
$852 +$665 +42 New
Amundi
225
Amundi
France
$845 +$680 +43 New

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.