228 hedge funds and large institutions have $1.01B invested in Asana in 2025 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 90 increasing their positions, 56 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
-5
Holders Change %
-2.15%
% of All Funds
3.1%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
48
Increased
90
Reduced
56
Closed
47
Calls
$42.7M
Puts
$33.6M
Net Calls
+$9.02M
Net Calls Change
-$10.7M
Name Holding Trade Value Shares
Change
Shares
Change %
EDRH
201
Edmond de Rothschild Holding
Switzerland
$3.61K
AF
202
Allworth Financial
California
$2.91K +$2.67K +167 +1,113%
LC
203
Lindbrook Capital
California
$2.75K +$335 +23 +14%
RAM
204
Resona Asset Management
Japan
$2.44K
RI
205
Ridgewood Investments
New Jersey
$2.19K
GWSG
206
GPS Wealth Strategies Group
Colorado
$2.04K
PNC Financial Services Group
207
PNC Financial Services Group
Pennsylvania
$2.01K +$1.76K +121 +712%
MSG
208
Main Street Group
Virginia
$1.82K
HNB
209
Huntington National Bank
Ohio
$1.73K +$1.73K +119 New
DWM
210
Dogwood Wealth Management
Kansas
$1.68K
HPC
211
HM Payson & Co
Maine
$1.46K
LFG
212
Larson Financial Group
Missouri
$1.46K +$1.46K +100 New
RIL
213
Rothschild Investment LLC
Illinois
$1.38K +$146 +10 +12%
PWA
214
Physician Wealth Advisors
Utah
$1.36K +$1.36K +93 New
SCM
215
Sterling Capital Management
North Carolina
$1.25K +$58 +4 +5%
Amundi
216
Amundi
France
$1.13K +$508 +35 +81%
SPIA
217
Steward Partners Investment Advisory
New York
$1.09K
Jones Financial Companies
218
Jones Financial Companies
Missouri
$744 +$744 +50 New
PFA
219
Pillar Financial Advisors
Kentucky
$612
PS
220
Principal Securities
Iowa
$446
SC
221
Stephens Consulting
Michigan
$365 +$365 +25 New
BTC
222
Bank & Trust Company
Illinois
$364
LWMI
223
Legacy Wealth Management (Idaho)
Idaho
$336
Northwestern Mutual Wealth Management
224
Northwestern Mutual Wealth Management
Wisconsin
$262 +$262 +18 New
AAP
225
Arax Advisory Partners
Colorado
$190 +$190 +13 New