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AZPN

Aspen Technology Inc

Delisted

AZPN was delisted on the 11th of March, 2025.

424 hedge funds and large institutions have $6.99B invested in Aspen Technology Inc in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 162 increasing their positions, 142 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more call options, than puts

Call options by funds: $9.19M | Put options by funds: $2.75M

106% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 33

21% more capital invested

Capital invested by funds: $5.79B → $6.99B (+$1.2B)

14% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 142

8% more funds holding

Funds holding: 394424 (+30)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
424
Holders Change
+30
Holders Change %
+7.61%
% of All Funds
6.09%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
68
Increased
162
Reduced
142
Closed
33
Calls
$9.19M
Puts
$2.75M
Net Calls
+$6.45M
Net Calls Change
-$1.93M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
276
Clearstead Advisors
Ohio
$357K +$210 +1 +0.1%
AWM
277
Axxcess Wealth Management
California
$353K -$7.36K -35 -2%
URS
278
Utah Retirement Systems
Utah
$351K
ProShare Advisors
279
ProShare Advisors
Maryland
$345K -$28.8K -137 -9%
TRCT
280
Tower Research Capital (TRC)
New York
$341K -$18.7K -89 -6%
AWAU
281
Alliance Wealth Advisors (Utah)
Utah
$334K -$7.36K -35 -2%
MYAM
282
Meiji Yasuda Asset Management
Japan
$330K -$7.78K -37 -3%
VWM
283
Venturi Wealth Management
Texas
$322K +$109K +518 +62%
KWM
284
Kolinsky Wealth Management
New Jersey
$317K +$12.6K +60 +5%
Wealth Enhancement Advisory Services
285
Wealth Enhancement Advisory Services
Minnesota
$313K +$28K +133 +11%
EOJOAM
286
E. Ohman J:or Asset Management
Sweden
$310K
SEC
287
Seven Eight Capital
New York
$308K +$271K +1,288 New
SRL
288
Scientech Research LLC
New Jersey
$306K -$311K -1,478 -54%
DC
289
Davenport & Co
Virginia
$300K +$44K +209 +20%
TWM
290
Thrive Wealth Management
Pennsylvania
$298K -$2.1K -10 -0.8%
SIM
291
Studio Investment Management
Illinois
$283K +$8.41K +40 +3%
ECM
292
Exchange Capital Management
Michigan
$282K -$21.7K -103 -8%
PNC Financial Services Group
293
PNC Financial Services Group
Pennsylvania
$277K -$22.1K -105 -8%
CWP
294
Curated Wealth Partners
California
$273K
PWS
295
Precision Wealth Strategies
Missouri
$272K +$2.1K +10 +0.9%
Cerity Partners
296
Cerity Partners
New York
$267K +$235K +1,119 New
WT
297
Whittier Trust
California
$267K -$15.1K -72 -6%
CA
298
CoreCap Advisors
Michigan
$267K -$98K -466 -29%
SCM
299
Shelton Capital Management
Colorado
$261K -$9.68K -46 -4%
OAM
300
Oppenheimer Asset Management
New York
$261K -$841 -4 -0.4%

AZPN Hedge Fund Activity: Q3 2024 in Review

424 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Aspen Technology Inc (AZPN) for Q3 2024, worth a combined $6.99B — up 21% from $5.79B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new AZPN positions and 33 closed out — a net gain of 35 holders — while 162 added to existing stakes and 142 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $36M. The largest seller was Two Creeks Capital Management, cutting an estimated $46.5M.

  • 424 institutional investors held Aspen Technology Inc (AZPN) as of Q3 2024, up from 394 in Q2 2024.
  • Funds reported $6.99B of Aspen Technology Inc stock for Q3 2024, up 21% quarter-over-quarter.
  • 68 funds opened new Aspen Technology Inc positions in Q3 2024 and 33 closed out, a net change of +35 holders.
  • The largest Aspen Technology Inc buyer in Q3 2024 was JP Morgan Chase, an estimated $36M added.
  • The largest Aspen Technology Inc seller in Q3 2024 was Two Creeks Capital Management, an estimated $46.5M sold.

Based on aggregated 13F filings for Q3 2024.