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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
UB
376
UMB Bank
Missouri
$13.1K +$8.2K +39 +244%
S
377
SignatureFD
Georgia
$12.7K -$7.99K -38 -42%
PTC
378
Private Trust Company
Ohio
$10.7K -$631 -3 -6%
CMBA
379
C.M. Bidwell & Associates
Hawaii
$10K
FCM
380
Fourpath Capital Management
Oklahoma
$9.07K +$7.99K +38 New
AF
381
Advisornet Financial
Minnesota
$8.12K -$2.52K -12 -26%
TAM
382
Tucker Asset Management
Colorado
$7.88K -$210 -1 -3%
MPWT
383
MassMutual Private Wealth & Trust
Connecticut
$6.21K +$2.73K +13 +100%
ETS
384
ESL Trust Services
New York
$5.73K
AF
385
Allworth Financial
California
$5.25K -$3.15K -15 -41%
JWA
386
JFS Wealth Advisors
Pennsylvania
$5.02K +$631 +3 +17%
FFO
387
Fortitude Family Office
Arizona
$5.01K +$4.42K +21 New
BIA
388
Bell Investment Advisors
California
$4.78K
GWSG
389
GPS Wealth Strategies Group
Colorado
$4.78K
Jones Financial Companies
390
Jones Financial Companies
Missouri
$4.74K +$3.37K +16 +400%
CT
391
Colonial Trust
South Carolina
$4.73K +$4.21K +20 New
AssetMark Inc
392
AssetMark Inc
California
$4.3K -$1.89K -9 -33%
WTA
393
Washington Trust Advisors
Massachusetts
$4.16K
WWM
394
Wolff Wiese Magana
California
$4.06K
HWM
395
Hemington Wealth Management
Virginia
$4K +$4.21K +20 New
LC
396
Lindbrook Capital
California
$3.82K -$5.68K -27 -63%
KFI
397
Key Financial Inc
Pennsylvania
$3.82K
VCM
398
Versant Capital Management
Arizona
$3.1K +$1.05K +5 +63%
FMII
399
Farmers & Merchants Investments Inc
Nebraska
$2.87K
Allspring Global Investments
400
Allspring Global Investments
North Carolina
$2.87K +$210 +1 +9%

AZPN Hedge Fund Activity: Q3 2024 in Review

424 of the 6,967 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.