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AZPN

Aspen Technology Inc

Delisted

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

338 hedge funds and large institutions have $6.95B invested in Aspen Technology Inc in 2022 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 124 increasing their positions, 97 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

259% more call options, than puts

Call options by funds: $25.7M | Put options by funds: $7.15M

73% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 44

58% more capital invested

Capital invested by funds: $4.39B → $6.95B (+$2.56B)

28% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 97

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

9% more funds holding

Funds holding: 309338 (+29)

Holders
338
Holders Change
+29
Holders Change %
+9.39%
% of All Funds
5.82%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
76
Increased
124
Reduced
97
Closed
44
Calls
$25.7M
Puts
$7.15M
Net Calls
+$18.5M
Net Calls Change
+$8.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
301
Arax Advisory Partners
Colorado
$16K +$208 +1 +2%
CFGS
302
Concourse Financial Group Securities
Alabama
$14K +$832 +4 +8%
Northwestern Mutual Wealth Management
303
Northwestern Mutual Wealth Management
Wisconsin
$13K -$7.49K -36 -40%
QC
304
Quent Capital
New York
$12K
GRP
305
Global Retirement Partners
California
$12K +$624 +3 +6%
S
306
SignatureFD
Georgia
$11K -$32.4K -156 -77%
EI
307
Ellevest Inc
New York
$10K +$8.32K +40 New
TCWA
308
Ten Capital Wealth Advisors
Washington
$10K +$9.15K +44 New
GWSG
309
GPS Wealth Strategies Group
Colorado
$8K
ZIG
310
Zullo Investment Group
Pennsylvania
$6K
BWL
311
Bogart Wealth LLC
Virginia
$6K +$5.41K +26 New
LC
312
Lindbrook Capital
California
$6K +$5.62K +27 New
MPWT
313
MassMutual Private Wealth & Trust
Connecticut
$5K +$416 +2 +12%
Simplex Trading
314
Simplex Trading
Illinois
$5K +$4.78K +23 New
BIA
315
Bell Investment Advisors
California
$4K -$416 -2 -12%
TWA
316
TCI Wealth Advisors
Arizona
$4K
FRA
317
Front Row Advisors
California
$3K
TJHA
318
Thomas J. Herzfeld Advisors
Florida
$3K
WTA
319
Washington Trust Advisors
Massachusetts
$3K
FMII
320
Farmers & Merchants Investments Inc
Nebraska
$3K +$2.7K +13 New
TCOV
321
Trust Company of Vermont
Vermont
$3K +$2.91K +14 New
HI
322
Harbour Investments
Wisconsin
$2K
HR
323
Howe & Rusling
New York
$2K
GWS
324
Glassman Wealth Services
Virginia
$2K +$1.25K +6 +300%
CFFP
325
Center for Financial Planning
Michigan
$2K +$1.66K +8 New

AZPN Hedge Fund Activity: Q3 2022 in Review

338 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Aspen Technology Inc (AZPN) for Q3 2022, worth a combined $6.95B — up 58% from $4.39B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new AZPN positions and 44 closed out — a net gain of 32 holders — while 124 added to existing stakes and 97 trimmed.

The largest buyer was Vanguard Group, opening a new position worth an estimated $578M. The largest seller was Allianz Asset Management, exiting entirely with an estimated $77.1M sold.

  • 338 institutional investors held Aspen Technology Inc (AZPN) as of Q3 2022, up from 309 in Q2 2022.
  • Funds reported $6.95B of Aspen Technology Inc stock for Q3 2022, up 58% quarter-over-quarter.
  • 76 funds opened new Aspen Technology Inc positions in Q3 2022 and 44 closed out, a net change of +32 holders.
  • The largest Aspen Technology Inc buyer in Q3 2022 was Vanguard Group, an estimated $578M added.
  • The largest Aspen Technology Inc seller in Q3 2022 was Allianz Asset Management, an estimated $77.1M sold.

Based on aggregated 13F filings for Q3 2022.