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230 hedge funds and large institutions have $975M invested in Asana in 2025 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 63 increasing their positions, 91 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.06% more ownership

Funds ownership: 46.54%46.6% (+0.06%)

0% less capital invested

Capital invested by funds: $978M → $975M (-$3.02M)

9% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 43

2% less funds holding

Funds holding: 235230 (-5)

28% less call options, than puts

Call options by funds: $30.5M | Put options by funds: $42.2M

31% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 91

Holders
230
Holders Change
-5
Holders Change %
-2.13%
% of All Funds
3.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
39
Increased
63
Reduced
91
Closed
43
Calls
$30.5M
Puts
$42.2M
Net Calls
-$11.6M
Net Calls Change
-$5.07M
Name Holding Trade Value Shares
Change
Change in
Stake
EP
201
Essential Partners
California
$2.94K -$36.6K -2,590 -92%
US Bancorp
202
US Bancorp
Minnesota
$2.91K -$1.5K -106 -33%
SCM
203
Sterling Capital Management
North Carolina
$2.81K -$226 -16 -7%
EWA
204
EverSource Wealth Advisors
Alabama
$2.69K -$2.77K -196 -49%
IA
205
IFP Advisors
Florida
$2.62K -$2.44K -173 -47%
VCM
206
Versant Capital Management
Arizona
$2.19K -$3.35K -237 -59%
MSG
207
Main Street Group
Virginia
$1.67K
DWM
208
Dogwood Wealth Management
Kansas
$1.54K
HPC
209
HM Payson & Co
Maine
$1.34K
SWP
210
Strategic Wealth Partners
Ohio
$1.34K
Optiver Holding
211
Optiver Holding
Netherlands
$1.12K +$1.19K +84 New
TWD
212
True Wealth Design
Ohio
$1K
CA
213
Clearstead Advisors
Ohio
$842 -$10.2K -724 -92%
RIL
214
Rothschild Investment LLC
Illinois
$802 -$353 -25 -29%
FFO
215
Fortitude Family Office
Arizona
$775 -$424 -30 -34%
AF
216
Allworth Financial
California
$722 -$706 -50 -48%
Rockefeller Capital Management
217
Rockefeller Capital Management
New York
$655 +$692 +49 New
TPCW
218
TD Private Client Wealth
New York
$615 +$650 +46 New
PFA
219
Pillar Financial Advisors
Kentucky
$562
ME
220
McIlrath & Eck
Washington
$534
SS
221
Sunbelt Securities
Texas
$494 -$1.84K -130 -78%
MCM
222
MAI Capital Management
Ohio
$468 -$240 -17 -33%
Comerica Bank
223
Comerica Bank
Texas
$347 +$367 +26 New
PNC Financial Services Group
224
PNC Financial Services Group
Pennsylvania
$294 -$85 -6 -21%
BMC
225
Bear Mountain Capital
Washington
$133 +$127 +9 New

ASAN Hedge Fund Activity: Q3 2025 in Review

230 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Asana (ASAN) for Q3 2025, worth a combined $975M — down 0.31% from $978M a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of ASAN and 39 opened new positions — a net loss of 4 holders — while 91 trimmed existing stakes and 63 added.

The largest buyer was D.E. Shaw & Co, adding an estimated $43.6M. The largest seller was Goldman Sachs, cutting an estimated $18.2M.

  • 230 institutional investors held Asana (ASAN) as of Q3 2025, down from 235 in Q2 2025.
  • Funds reported $975M of Asana stock for Q3 2025, down 0.31% quarter-over-quarter.
  • 39 funds opened new Asana positions in Q3 2025 and 43 closed out, a net change of -4 holders.
  • The largest Asana buyer in Q3 2025 was D.E. Shaw & Co, an estimated $43.6M added.
  • The largest Asana seller in Q3 2025 was Goldman Sachs, an estimated $18.2M sold.

Based on aggregated 13F filings for Q3 2025.