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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
WA
301
Wealth Alliance
New York
$260K +$8.2K +39 +4%
FTDI
302
First Trust Direct Indexing
Massachusetts
$257K -$4K -19 -2%
DADC
303
D.A. Davidson & Co
Montana
$254K -$631 -3 -0.3%
RJT
304
Raymond James Trust
Florida
$251K +$221K +1,053 New
SCM
305
Sterling Capital Management
North Carolina
$245K +$216K +1,025 New
WAG
306
Wallace Advisory Group
California
$244K -$7.36K -35 -3%
EI
307
Ethic Inc
New York
$240K +$237K +1,126 New
EC
308
EntryPoint Capital
New York
$238K +$150K +711 +249%
QPW
309
Quantum Private Wealth
Florida
$235K +$207K +984 New
SFP
310
Shepherd Financial Partners
Massachusetts
$232K +$204K +970 New
HFS
311
Hantz Financial Services
Michigan
$229K +$3.79K +18 +2%
CC
312
Corton Capital
Ontario, Canada
$224K +$197K +938 New
Commonwealth Equity Services
313
Commonwealth Equity Services
Massachusetts
$224K -$116K -553 -37%
DWM
314
Diversify Wealth Management
Utah
$224K +$203K +964 New
AAM
315
Aureus Asset Management
Massachusetts
$223K +$196K +933 New
APW
316
Austin Private Wealth
Texas
$219K +$193K +917 New
BRWA
317
B. Riley Wealth Advisors
Florida
$217K -$53.2K -253 -22%
TI
318
Tidal Investments
Wisconsin
$215K -$23.8K -113 -11%
Brown Advisory
319
Brown Advisory
Maryland
$215K +$189K +901 New
IMCOOI
320
Investment Management Corp of Ontario (IMCO)
Canada
$214K +$189K +898 New
FFM
321
Forum Financial Management
Illinois
$208K +$183K +869 New
LI
322
LRI Investments
Florida
$205K -$6.52K -31 -4%
SC
323
Steph & Co
Wisconsin
$184K -$6.31K -30 -4%
O
324
Ossiam
France
$175K +$154K +734 New
SAM
325
Shell Asset Management
Netherlands
$174K +$153K +728 New

AZPN Hedge Fund Activity: Q3 2024 in Review

424 of the 6,966 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.